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Level 1

Can an assistant create journal entries without having access to sensitive company financial data?

 
4 Comments
QuickBooks Team

Can an assistant create journal entries without having access to sensitive company financial data?

Hello, joanne33. 

 

I'm happy to show you how to set up your assistant so they have access to create journal entries without full access to your companies sensitive information. Follow along below:

  1. Sign into your account.
  2. Click the Setting icon in the top right.
  3. Choose the Manage Users tab.
  4. Hit the Add User button. 
  5. Make them a Standard user

Next it gives you the option to customize how much access they have. under the How much access do you want this user to have? You can choose All, None or Limited and under limited you can choose either Customers, Vendors or Both. However you want to set up your assistant is up to you. 

 

If you have any other questions, feel free to post down below. 

 

Thank you for your time and have a lovely afternoon. 

Level 1

Can an assistant create journal entries without having access to sensitive company financial data?

Hello Nick_M

 

I have the same issue and try to do what you say in your explanation, but it doesn’t work , because quickbooks online doesn’t let me make journal entries in Standard User/ Limited/customer and vendors. Would be nice some features regarding this type of concerns.

 

thank you,

 

 

Level 15

Can an assistant create journal entries without having access to sensitive company financial data?

@CarlosQ 

As another option, let one user prepare the JE data in XLS format and assign one Company Admin to import them in bulk by TPImporter.

https:// transactionpro.grsm.io/qbo

 

Level 1

Can an assistant create journal entries without having access to sensitive company financial data?

Good afternoon Fiat Lux - ASIA

 

Thank you for your answer and showing us another option, but it is more of the same, another subscription. And it's not fair. We are paying for QBO monthly with those poor options to configure user access and we are talking about sensitive information, so far I just want a solution without having to pay another penny.

 

Thanks again for your comment.

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