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C
concretetools
March 17, 2025
Question

Item quick report quantity is incorrect for some users

  • March 17, 2025
  • 1 reply
  • 20 views

Vendor credit applied to an item does not appear on the item Quick Report for lower level users. So, the total quantity on this Quick Report is off by the same amount. Higher level users do see the transaction on their Quick Report. Is this a permission issue? If so, what is the permission to change for these users to see the Credit transaction entry and subsequent correct quantity on hand?

 

We have updated QB version, verified and rebuilt company file, removed and re-added users, and checked report dates with no success.

    1 reply

    C
    concretetoolsAuthor
    March 18, 2025

    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?

    N
    NicoleAscencionSModerator
    Moderator
    March 18, 2025

    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:

     

     

    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.

    A
    ArielIQuickBooks Team
    QuickBooks Team
    March 18, 2025

    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.

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