Question

Item quick report quantity is incorrect for some users

Forum|Forum|1 year ago
March 17, 2025
1 reply
24 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.

QuickBooks Enterprise Suite

C

concretetoolsAuthor

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

NicoleAscencionS

Moderator

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.

E

EvethC

QuickBooks Team

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.

Go to the Gear icon in the upper right.
Choose Feedback under Profile.
Type in your recommendation in the Share your feedback field.
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!

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