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patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

 
7 Comments
ReyJohn_D
Moderator

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hello there, @patricia24.


I'm here to make sure you can access the same info in your QuickBooks Online account (QBO).

Let's ensure to log in as the Company or Master admin of your QBO account. This way, you can access all the info within your company. 

 

If you're a standard user, you'll have limited access to some company data. Please refer to the Standard user section of this article for more info on the things that you can and can't do: User types and access permissions in QBO.

 

Thus, I recommend contacting the Company or Master Admin of the account to change your access permissions. You may give the steps below as their guide:

 

  1. Click the Gear icon ⚙, and then pick Manage Users under the Your Company section. 
  2. Find the user you want to edit, and then choose Edit in the Action column.
  3. Tap the User type drop-down ▼ menu, and then select the user type you want them to be. More options will appear on the screen depending on the user type you choose.
  4. Click Save once ready. You'll be asked to sign out and then sign in to see the change.


Check out the Change what a user can do and see (user type) section of this resource for more details about the steps above: Change user access.

 

You'll also want to read through the Account Management section of this handy Community articles for more insights on how to manage your account: Community help articles.

 

I'm here to lend a hand if you have more questions about managing your account or other QuickBooks-related concerns. Take care and have a good one.

patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hello,

 

This doesn't change anything at all.

It doesn't concern the access but the details for each client is completely different.

I don't see most transaction we receive for certain clients, which is a huge problem when I have to send it to the client, and it miss some payment (which my boss can see). This provoque confusion for the client and I, and I sometimes process 2-3 times the same payments for nothing.

 

Please see below.

 

I have this problem for may more clients

Nish screeshot.png Patricia screeshot.png

patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hello,

 

Everything is correct on my side. So it is definitely a problem on yours.

Could you please fix it asap?

 

 

patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

This doesn't solve my problem

Rejeil_O
QuickBooks Team

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hi there, @patricia24.

 

I appreciate that you follow the recommended steps provided by my colleague. However, let me add some additional information that will help you fix your concern. You can check the deposit of the payment and make sure that it is posted on the correct account. Then, enter the correct date in the Date field when making the deposit.

 

Also, you can follow these steps to find missing payments you want to deposit in the Bank Deposit window:

 

  1. Go to the Sales tab.
  2. Select the All Sales option.
  3. Look for the invoice payment you're looking for.
  4. Click the transaction to open expand the view.
  5. Make sure you choose the Undeposited Funds account in the Deposit to field.
  6. Hit the Save and Close button.

 

Once done, you can make a deposit to that payment. For the following steps, you can read this article for more detailed information: Find missing payments you want to deposit in the Bank Deposit window

 

I also added an article that helps you transfer funds between account: Transfer funds between accounts

 

If you have additional questions, feel free to leave a message in the comment section. I'll be happier to help. Take care and have a great day!

patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hello,

 

I still didn't get a proper answer and still have problem using this software.

patricia24
Level 1

Hello, I don't see the same information on my QB compared to my boss or colleagues, which cause a lot of problems with my clients. I can send you screenshots for example

Hello,

 

Thanks for your answer, but this doesn't fix my problem.

Why the other accounts are able to see the transactions directly where they are supposed to be, but not me.

 

I also checked, and the are not pending in All Sales neither.

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