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dale2861
Level 1

Manager Access

I have managers that are over specific cost centers. I would like a manager to be able to pull reports for his cost center/Class only. Some managers are over multiple sub classes under a main class.

 

Printed reports don't give the ability to drill down to what makes up the number.

 

Is there a way to accomplish this in QBO?

 

Thanks for your feedback

 

Dale 

 

6 Comments 6
SarahannC
Moderator

Manager Access

Hi Dale, I'm glad to have you here. 

 

Yes, there is. To accomplish this task, you can invite them as Report only users. They can only see all reports, except ones that show payroll or contact information.

 

The steps below will guide you through the process:

 

  1. Go to the Gear icon.
  2. Select Manage User under Your Company.
  3. Click the Add user button.
  4. Select Reports only.
  5. Enter their email address. Then, follow the on-screen instruction.

Once done, an email will be sent to your managers. Let them know that they need to accept it to access your book anytime using a web browser and mobile app.

 

Note: QuickBooks listed on what users can and can't do when choosing access right for them. In case you want to add them as another role, we're unable to eliminate specific access, such as editing details from sales transactions. 

 

You can check these articles for more details about handling QuickBooks reports and users in your QBO account:

 

 

If you still have other questions, please let me know anytime. I'll get back to you and share the information you'll want to know about QuickBooks. Keep safe.

Fiat Lux - ASIA
Level 15

Manager Access

@dale2861 

What kind of business do you run? You may need a project management app.

dale2861
Level 1

Manager Access

Hi - thank you for getting back with me.  This doesn't seem to allow me to control what the manager can see. I need them NOT to be allowed to see other classes and subclasses.

 

Is there a way to limit the report?

dale2861
Level 1

Manager Access

We are an Fixed Base Operation for Aviation. We do everything from charter, fueling, rental and repair.

Giovann_G
QuickBooks Team

Manager Access

Allow me to join the thread, dale2861.

 

I can share some insight about managing users to access the specific reports.

 

The option to set up custom roles is available in QuickBooks Online Advanced. This enables you to manage users and assign specific roles. You can upgrade your subscription if you want to take advantage of this feature. I'll show you how.

 

1. Go to the Settings ⚙.

2. Click Account and Settings.

3. Select Billing & Subscription.

4. Hit Upgrade your plan.

5. You will be presented with options for upgrade along with its features and pricing.

6. Click Upgrade for the product you want.

7. If prompted, enter your payment information.

8. Confirm the upgrade and your new billing, then select Confirm Upgrade.

 

You can read this article for more details: Add and manage custom roles in QuickBooks Online Advanced.

 

Feel free to check the guides here if you want to add or delete user access.

 

Add a comment below if you have further questions about managing users. I'll be here to help you.

Fiat Lux - ASIA
Level 15

Manager Access

@dale2861 

Explore these project management apps to integrate with your QBO. Your project managers and their teams don't need to access your QBO account.

https:// paymo.grsm.io/quickbooks

https:// teamwork.grsm.io/quickbooks

 

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