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
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:
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.
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?
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.
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