Company admin and Standard all access user roles can use the Import Data function, Jason. Let me help you get this feature working smoothly for your Standard all-access users.
Given that you've mentioned that your Standard all access users don't have this functionality, could you please provide more details about your concern? What happens when you try to import? Did you encounter any error messages? Is the Import Data function grayed out or unavailable? It would also be highly appreciated if you could share a screenshot of what you're seeing when trying to import to give us a clearer picture of what you're experiencing.
In the meantime, if you find that the Import Data feature is unavailable, let's do some basic troubleshooting steps to rule out the possibility of a browser-related issue. Sometimes, accumulated cache files in your browser can cause unexpected behavior in the program.
Start by logging in to your QuickBooks Online (QBO) account using a private or incognito window. Depending on your browser, you can use the following keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
Once done, attempt to import data using a Standard all access user role. If this resolves the problem, return to your default browser and clear its cache to refresh the system. Alternatively, you may use other supported browsers.
Additionally, to learn more about User roles and access rights in QBO, refer to this article: User roles and access rights.
Finally, I'll share this resource to gain more understanding about importing data to QBO: Common questions about importing data to QuickBooks Online.
If you have other questions about importing data or managing user roles in QBO, feel free to comment below. The Community team is always here to help.
