Nope, I was never successful.  If you find a magic way, please share!!

This absolutely does not work !!

I was able to find a work around by giving permissions to users to create bills.  So they can create bills and then can go back in and pay the bills.   So it's now a 2 step process vs a 1 step of just entering payments.

I gave the users AR and AP permissions.  I will do 2 posts - one with the AR role permissions and one with the AP role permissions.  Hopefully this will help.

Here is the AP role permissions I used.

Here are the AR role permissions I used.

Hi everyone, 

I am having a hard time limiting access to a certain bank account.  For example, I need to allow access only to Bank Register 2, to prevent employees to continue to post checks to the wrong bank register.  I have unselected all check registers but the one I want to allow access to and somehow they are still allowed access to other registers.

I followed this thread in hopes to find answers, but nothing has seemed to work for me.

Hello there, @SaraG2.

I appreciate you trying the steps suggested in this thread. You're on the right track when it comes to restricting your employee's access to a certain bank account. 

What you need to do is to double-check the access restriction and make sure that it has been applied to the user successfully. Keep in mind that you'll have to do the same process for each employee you want their access to be restricted.

Here's how:

1. After setting up the restrictions for the user, click OK to save changes.

2. Go to View Permissions, select User, then put a checkmark in the Employee checkbox in the User column and click Display.

3. Carefully check if the restrictions have been applied already.

Your employee will be prompted with this message whenever they try to access that bank account.

If the issue persists, you may visit this article to get different QuickBooks Desktop tools to help fix problems and errors: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

You can browse these links in case you need more information on handling your user roles: 

• Create data-level permissions in QuickBooks Desktop Enterprise
• Customize company and financial reports

You can leave a response, and we are available to help. Have a good one!