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kirin
Level 1

I want to restrict access to journal entries. How do I do that?

 
1 Comment 1
Catherine_B
QuickBooks Team

I want to restrict access to journal entries. How do I do that?

Welcome to the Community, kirin!

 

I can share how and what access we can grant to your users. 

 

When you add users to your QuickBooks Online account, you can choose what they can and do within the different areas of your account like customers or vendors and sales or purchases. The roles that limit users to access journal entries are Reports and Time Tracking only users, and a Standard user that's limited to the Vendors section. 

 

If you have QuickBooks Online Advanced subscription, there are custom roles that you can grant to your users that will restrict them to use and view journal entries. You can check out this link to know more about the custom roles in QuickBooks Online Advanced: Add and manage custom roles in QuickBooks Online Advanced.

 

You can also see the limitations of these users when you add them to access your account. Once you've decided what role you can grant them, you can follow these easy steps: 

 

  1. Log in to your QuickBooks Online account.
  2. At the upper-right, click Manage users.
  3. Click Add user.
  4. Select the role and then Next.
  5. Choose and click their access rights. Then, Next.
  6. Follow the onscreen instructions and then enter their contact info.
  7. Click Save.

An email will be sent to their email where they can accept the invitation and their account. 

 

For future reference on how you can keep track of your user's activity and editing their profile, you can read this article: Add and manage users in QuickBooks Online.

 

I'm just around the corner to keep an eye on your reply if you have other questions in managing your users. Have a great day!

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