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LynxLegal
Level 1

Quickbooks Desktop Custom User Roles and Restrictions

Is it possible to limit a user's access to specific bank and credit card accounts within the Chart of Accounts? 

1 Comment 1
Pabz_L
QuickBooks Team

Quickbooks Desktop Custom User Roles and Restrictions

Thank you for posting here in the Community, @LynxLegal.

 

 I understand the importance of this feature to you so you’ll be able to limit the access of a user in your QuickBooks account. However, adding this type of restriction that will limit the access of a user to a specific bank and credit card accounts is not possible. 

 

You can only set up a standard user that has a different level of access in which they can work with customers, sales, suppliers, and expenses in QuickBooks.

 

You may check out this article for detailed information about user type and different levels of access when setting up a user restriction: User types and user permissions.

 

Please keep me posted if you have any follow-ups or other questions. I am always here to help. Wishing you the best.

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