User Permisssions

Yes, there is a way, @PremierRef2019. I'm here to help you identify the specific rule for your users.

When setting up restricted access, ensure you log in as an admin user of the company file. To restrict users from the received payment window, you can create a custom role that specifies which areas of the account your user can only access.

Here's how:

1. Go to the Company menu, then select Users.
2. Select Set Up Users and Roles.
3. Enter the admin password, then select OK.
4. Select the Role List tab, then click New.
5. Give the role a name and description.
6. In the Area and Activities section, select Customer and Receivable, then click the + icon to view other accounts.
7. Click the Receive payment, then choose None if you don't want them to access the receive payment window
8.  Review each area and select None, Full, or Partial to set the role's permissions.
9. Once you set permissions for each area, select OK to save.

To apply the new permission created. Here's how:

1. Go to the Company menu, then select Users.
2. Select Set Up Users and Roles.
3. Enter the admin password, then select OK.
4. Select the User List tab, then select Edit.
5. In the Available Roles section, choose the user's roles, then click Add.
6. Select OK.

Furthermore, I'll add this article that may help manage your future generated reports: Customize reports in QuickBooks Desktop.

Please let us know if you have other queries about user permission. We're always here to help. Have a nice day.

Thank you, i was looking for a more specific on which section to edit. I know how to edit the roles, just not how to remove viewing the received payments portion. 

I appreciate your prompt response, PremierRef2019. Allow me to provide further details about removing the view access in the received payments portion.

Still, I recommend following the steps from 1 to 5, as mentioned by my colleague. Afterward, you can click the Customer and Receivables to restrict the received payment option, then select None. This option restricts the user to view all customer data.

Furthermore, creating restricted roles for your users is easy and can help you control what they can and cannot do within your company file. You can follow the detailed steps on this page: Create data level permissions in QuickBooks Desktop Enterprise. You can also find here a list of frequently asked questions about the feature as well as the answers for each of them.

If you need further assistance about managing user permissions in QBDT, feel free to leave a reply below. I'll get back to you as soon as possible.