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facklerp1
Level 1

Closing Periods

Which roles can reconcile cash accounts and close periods.  Only Master Admin?  Or can Company Admin also perform both functions.

1 Comment 1
MaryLandT
Moderator

Closing Periods

Hello there,  facklerp1,

 

Both the master and company admin can reconcile accounts and close periods in QuickBooks Online. They can see and do everything in the system.

 

Check out the User types and user permissions in QuickBooks Online page to learn more about the different levels of access in the program.

 

Let me know if you need additional information by commenting below. I'm always right here to help.

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