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kris44dad
Level 2

Is there a way to prevent the "Add New" option?

When you enter say vendors or classes into an entry the system doesn't recognize, QuickBooks offers to "Add New".   Is there a user role where this is not allowed, or other mechanism?   I don't want my users adding a new vendor, class, or whatever, just because they fat-fingered a name that already has an entry in the system.

4 Comments 4
Tori B
QuickBooks Team

Is there a way to prevent the "Add New" option?

Hi there, @kris44dad

 

Thanks for reaching out to the QuickBooks Community for support. 

 

You can create a custom role for certain permissions for your users. I've included some steps below to create a custom role. 

 

  1. Go to the Company menu, then select Users.
  2. Click on Set Up Users and Roles.
  3. Enter the admin password, then hit OK.
  4. Choose the Role List tab, then select New.
  5. Give the role a name and description.
    Note: Name something that indicates its permission level.
  6. In the Area and Activities section, select an area of your accounts. Review each area and tap None, Full, or Partial to set the role's permissions.
  7. Once you set permissions for each area, select OK to save.

 

That should do the trick. Once you've created the role, you can apply it the users. For additional information about this process, check out Create and manage users and roles in QuickBooks Dekstop

 

Please don't hesitate to let me know if you have any questions or concenrs. Take care!

kris44dad
Level 2

Is there a way to prevent the "Add New" option?

So, you're saying, yes there is a role setting to implement, "don't allow this role to modify the names list".

Candice C
QuickBooks Team

Is there a way to prevent the "Add New" option?

Good afternoon, @kris44dad

 

Thanks for coming back and asking more clarifying questions.

 

I recommend using the steps my colleague provided to review all the options that are available with creating a custom role. 

 

From there, you can decide if a custom role will work for you and your business. 

 

If it doesn't meet all of your needs/requests, then I suggest submitting feedback to our Product Developers so they can consider improving the user roles feature. 

 

I hope this helps answer your question. I'm only a comment away if you have any other concerns. Wishing you the best! 

kris44dad
Level 2

Is there a way to prevent the "Add New" option?

I don't have admin permissions at this time.  I'll assume your information is good, the next time I speak with the project manager/admin.

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