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lmarks
Level 1

Some of the users can not see the projects option on the left hand side

I am an admin and can see the Projects tab on the left hand side. I created a new user who I want to have viewing access only but he cant see the Projects tab. I tried updating this access to give him sales ability but it still wasn't visible. Is there a reason he cant see it? Does he need full access to see the Projects? If so, can you suggest an app that can do this instead since giving him full access is not an option due to accounting standards? Thanks.

1 Comment 1
Joseph_A
QuickBooks Team

Some of the users can not see the projects option on the left hand side

I'm glad to see you here in the Community, @lmarks.

 

One of the reasons is that the new user might need to have full access in order to view the projects tab. I can't really recommend an app that would perfectly cater to your business need. The good thing is that you can choose a variety of apps and you can find it inside QuickBooks.

 

To find an app in QuickBooks, here's how:

  1. On the left navigation pane, select Apps.
  2. Go to the Find Apps tab, then enter the app name.
  3. You can also select the Browse category dropdown to check out different apps.

Once you'll find the app that perfectly fits your business need, use this article as your guide on how to install the app: Install and use apps.

 

Here are some common questions and corresponding answer on how you can manage your clients:

Let me know if you have additional questions. The Community team is always here to assist you further. Take care and stay safe.

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