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brianarce
Level 1

Access to Reports by Clasess

I have Quickbooks Online Advance, and I am trying to create a user who only has access to the report section, for example, income and expenses, but specific to a class. I don't want the user to see all of the charts of accounts. 


 

1 Comment 1
FateCandylaneT
QuickBooks Team

Access to Reports by Clasess

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, brianarce.

 

Currently, the ability to add and grant user access exclusively to the report section, like income and expenses, with rights restricted to a specific class is unavailable in the program. However, you can create a Standard no access role to limit them in acquiring all the data of your Charts of Accounts.

 

You can learn more details in this article: User roles and access rights.

 

For now, you can submit your product ideas from your online account. To do that:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit feedback.

 

Moreover, you can utilize these guides to help you memorize and download your reports for future reference:

 

 

We'll keep track of this thread for any additional queries when managing user permissions in your account. Feel free to reply in the comments below. Have a good one!

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