QB changed the role/permission of 2 users (were limited access to customers and products) overnite to accts receivable & blank. Did this happen to anyone else?

Hi there, @teri101.

If you're referring to the role that was previously known as Standard limited customers only, please note that it was renamed to Accounts receivable manager in May 2024. This change affected user permissions, and some roles have been phased out. The new role now includes the ability to record bank deposits.

However, if you're concerned that the roles of the two users were changed suddenly, you can check the Audit log to see if any modifications were made by someone else. QuickBooks relies solely on the information you enter and won't change any details on its own.

Here's how to check the Audit log:

1. Click the Gear icon in the upper right corner.
2. Select Audit log.
3. Review the history to find out if someone changed the role.

Once you confirm that the role was changed, you can edit it to revert to the original one. Keep in mind that only users with the appropriate permissions can manage user profiles.

If you want to create your own roles and customize permissions, consider upgrading to QuickBooks Advanced. This will allow you to choose what users can see and do in different areas, such as banking, sales, payroll, and more.

If you have any additional questions, feel free to use the Reply button below.