Item quick report quantity is incorrect for some users

If there is no immediate permission solution to this problem, can Intuit/QB at least allow the lower permission user to see the Credit entry line while still denying them to "drill down" on that transaction (as they already do with restricted reports, etc.)? It is very important for sales and purchasing personnel to see an accurate quantity total on item Quick Reports.

Has anyone at QB seen this post and have a solution?

I appreciate your effort in doing troubleshooting steps to fix this issue, concretetools. Yes, the permission defines if a user can access the item Quick Report. Let me share some more insights regarding this matter.

User permissions are determined by their assigned roles. To enable access to certain reports, you can modify their user roles. The roles with report access include: Accounts Receivable Manager, Standard All Access, Standard Limited Customers and Vendors, and View Reports.

For more detailed information about this, you can visit this article: User roles and access rights.

Furthermore, to create and manage users and roles, you can see this material for guidance.

To ensure you get the most out of QuickBooks' reporting capabilities, I have attached some articles that can help you:

• Create, access and modify memorized reports
• Set up and modify Scheduled Reports

These information should assist you in configuring user access effectively. If you require further details on user roles or any other QuickBooks features, please don't hesitate to reach out. We're committed to ensuring that your setup functions smoothly and efficiently.

Thank you for the information and links about how Permissions and Roles work. I believe your specific solution for me includes creating a Custom Role for our users to gain access to the vendor Credit item listed on the Quick Report. If so, among the list of Areas and Activities, which one(s) will provide this specific access without also allowing access to other sensitive and restricted vendor and payable information and reports?  Or are you suggesting that I will learn what happens when I grant these permissions through a "trial and error" approach?

I appreciate you reaching out with your concerns regarding specific access to vendor credit items in the QuickBooks Enterprise Suite, Concretetools. We can create a dedicated user role specifically for viewing and managing vendor credit items, without the risk of exposing other sensitive information. Let me to provide you with the steps to create this role.

1. Go to the Company menu, then select Users. 
2. Select Set Up Users and Roles.
3. In the Role List tab, click on New to create a new role.
4. Enter Vendor Credit Items in the Role Name field.
5. Click OK to save the new role name.
6. Select View permissions and put a check for the role you created.
7. Click Display.

Once everything is set up, you can invite your employees. Upon sending the invitation, your employees will receive an email prompting them to join. You will be notified via email once they accept the invitation. If they do not receive the invite, you have the option to select Resend invitation.

Additionally, here's an article that will help you with adding, editing, and troubleshooting QuickBooks Desktop user login issues: QuickBooks Desktop users and restrictions.

Let us know if you have further questions about adding new roles in QuickBooks. Don’t hesitate to click the Reply button, and we'll respond to you as soon as possible.

Thank you, I do understand how to create a specific and dedicated User Role.  But I am left without your guidance as to which Area and Activity within the Role Access list I need to check in order to make the specific vendor Credit transaction in a Quick Report the only additionally accessible item. My desire is to accomplish this without granting access to any other protected and private vendor, payable, payroll, and corporate level transactions these users cannot currently access. Can you assist with this request?

if this is not possible, then is it a software design issue that could be resolved in an upcoming update?

Currently, QuickBooks Desktop (QBDT) does not allow for isolated access to specific transactions, such as vendor credits in Quick Reports, without giving access to related vendor or payable information, @concretetools. We can forward your feedback to our product engineers for consideration in future updates. Let me guide you on how.

1. Go to the Gear icon in the upper right.
2. Choose Feedback under Profile.
3. Type in your recommendation in the Share your feedback field.
4. Click Next to submit. 

Additionally, you can use this article as a guide to set different data-level permissions for a user's job role. This way, you can share access to only the areas of QuickBooks a user needs to do their job: Create data level permissions in QuickBooks Desktop Enterprise.

Furthermore, this article can be helpful when you want to customize any report that you generate: Customize reports in QuickBooks Desktop.

Please feel free to reach out if you require further assistance or need guidance on setting up your user access. The Community team is here to help you. Have a nice day!

Thank you for your reply. I have submitted the request to your product engineers in twice. Please forward my request from your side as well.  Please know this is not a "wish list" kind of issue.  This is of significant importance if every user cannot see the correct quantity on hand while viewing a simple Item Quick Report, which includes all historical transactions. Thank you again!