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Community Contributor *

Payroll restricted user can see net paycheck amount in the bank account

Staff that are blocked from seeing any payroll information (all the right payroll restrictions are in place for their role) are still able to see the net paycheck amounts when they hit the cash account on the GL. I have tried to "hide" it by using a wash account that I zero out with a journal entry but if anyone runs a full GL, they will see the detail. As you can imagine this is likely to cause problems. I have read in an OLD post that the names would be redacted with *** in the cash account but I'm finding that they are not. How can I ensure that staff cannot see this information? This is a pretty big deal.

5 Comments
Anonymous
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Re: Payroll restricted user can see net paycheck amount in the bank account

Hi there, @lakefrontbelt.

 

Thank you for taking the time to reach out in the Community about the user who can view the paycheck amount in your register. I'm here to help share some insights about users restriction in QuickBooks.

 

If this user has access to your register, there's no way to hide the amount even if this is coming from a paycheck. The payroll restriction you've set up is only applicable to the payroll center, payroll reports, paycheck details, and other payroll access but not the net paycheck amount in the register.

 

For more information about customizing a role for certain users, you can refer to this article: Areas, Activities and Access Levels.

 

Let me know if you have additional questions about payroll restrictions. I'm here to help however I can.

Community Contributor *

Re: Payroll restricted user can see net paycheck amount in the bank account

Is it possible to restrict access to the register of on specific bank account?

Moderator

Re: Payroll restricted user can see net paycheck amount in the bank account

Allow me to chime in, lakefrontbelt.

 

I've got a few details to share and help you restrict the user's access rights.

 

QuickBooks Desktop Enterprise provides detailed restrictions for its users through the usage of roles. You'll need to modify a role to its Area and Activities, so you can restrict the user's access to the register.

 

To modify a role, you can follow these steps:

  1. Go to Company and choose Users.
  2. Select Set Up Users and Roles.
  3. Choose the Roles List tab.
  4. Highlight Banking and click on Edit.
  5. In the Area and Activities section, click on the Banking plus button.
  6. Click on the Bank Registers plus button to expand. 
  7. Highlight the bank account or register and click on the None radio button.
  8. Click on OK.

You can refer to the screenshots below for your reference.

 

B1.PNG

 

B2.PNG

 

B3.PNG

 

B4.PNG

I'm attaching this article that will help you get a better idea in modifying a role in QuickBooks: Create and modify roles.

 

That should do it. Leave a comment below if you have further questions. I'm always here to help. Take care.

Community Contributor *

Re: Payroll restricted user can see net paycheck amount in the bank account

Thank you. I've already indicated that I set up roles and restricted access to payroll. Maybe this was an automatic post. We need Beginner, Intermediate and Advanced tags maybe.

Moderator

Re: Payroll restricted user can see net paycheck amount in the bank account

Thanks for getting back to us, @lakefrontbelt.

 

As previously mentioned, a user with payroll restrictions is only applicable to the Payroll Center, Payroll Reports, Paycheck Details, and other payroll access but not the net paycheck amount in the register. The steps provided by my colleague @JaneD will walk you through modifying or editing a role to restrict the users from being able to view the register.

 

For additional information, consider checking out these articles:

 

 

That information should get you pointed in the right direction. keep me posted on how everything goes or if you need anything else. I'll be happy to help. Have a great rest of the day.

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