Reminders and memorized transactions

You can do this by adjusting user roles and permissions, and ensure you've signed in as the Primary Admin or Company Admin.

Here's how:

1. Click the Company menu and select Users.
2. Enter your Admin Password, then click OK.
3. Choose Set Up Users and Roles, select the user you want to modify, then update their role.
4. In the role settings, look for the permissions related to Lists, Memorized Transactions, or Reminders, and make the necessary adjustments.
5. Once done, click Save.

Please leave us a response if you have other questions or concerns.

Thank you for the information provided.  I have looked extensively, and I am not finding anything in the roles setup for permissions related to Lists, Memorized Transactions, or Reminders.  Could you provide me with more detail?

Hi @Brita2, thanks for following up. I see that you need more details about the user permissions for features like reminders and memorized transactions. Let me clarify this for you and help you move forward.

I’d like to clarify that the information provided by my colleague above is not specifically about the user interface (UI) you should be looking at to restrict the user’s access to reminders and such. Rather, it refers to the general concept of roles and permissions that are likely related to it, such as those connected to customers.

While you can remove a user's access to certain roles, this action will not only restrict their access to reminders but also impact other features connected to those roles. For example, if you remove a user's access to invoices, they will not only lose the ability to send invoice reminders but also other functionalities, like creating or editing invoices.

We understand the importance of tailored access controls to ensure security and optimize organizational workflows. However, QuickBooks Desktop (QBDT) does not currently offer the ability to block users' access to view reminders or memorized transactions. Thus, we encourage you to share your feedback to help us refine user roles and permission management in future updates:

1. Hover over the Help menu. Select the Send Feedback Online option.
2. Choose the Product Suggestion, and a pop-up window will appear. 
   
3. Type your feedback suggestion in the space provided.
4. Hit the Send Feedback button.

For more information, check out this article: Manage users and roles.

You can always add a reply below if you need further assistance or clarification. I'm here to back you up.