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Hman2021
Level 1

Project Manager User Roles

Hello there, I have a Project manager I want to give access to see job costing in QB Contractor and I have gotten the Profitability report to match everything mine shows minus the actual wages of the labor workers. It tells me I need to give him "View Access under paychecks" but I do not want to this because then he will have access to all employees paychecks. Is there any work around to this?  

6 Comments 6
MichelleBh
Moderator

Project Manager User Roles

Hello, @Hman2021.

 

I'm here to guide you with the whole process on how to give access to your project manager in QuickBooks Desktop (QBDT). 

 

You'll need to select the Time trackingView Only, or Payroll options, then choose Partial as a workaround. This way, your project manager can review the job costing of your contractors and selected reports including the Profitability report. 

 

Here's how: 

 

  1. Go to the Company menu, then choose Users.
  2. Select Set Up Users and Roles.
  3. Click the Role List tab and tap New
  4. Type a role name like Project Manager
  5. In the Area ad Activities, pick Time TrackingPayroll, or View only one at a time.
  6. Pick Partial, then customize it.
  7. Tap OK.

 

You may refer to this article or video tutorial: Create and manage roles in QuickBooks Desktop.

 

I've also encouraged you to visit this article to resolve any unexpected results or errors while creating roles: QuickBooks Desktop Users and Restrictions.

 

Always feel free to get back to us if you have other questions in managing your authorized user access and job costing. I'm just a few posts away. Keep safe. 

Fiat Lux - ASIA
Level 15

Project Manager User Roles

@Hman2021 

As another option, consider having a construction management app to integrate with your QB Desktop. Your project manager and some other roles don't need to access QB Desktop directly.

Hman2021
Level 1

Project Manager User Roles

Thank you for your answer but unfortunately QB says that the only way him to see the labor showing up as a cost is for him to have "View only Access to Paychecks" So when I do this, his report does show all costs accurately and he can drill into the labor and it will take him into the paycheck of that technician. But if he goes to the employee center he can also see all employees paychecks. So this is what I want to see if there is a workaround. Thanks. 

Jen_D
Moderator

Project Manager User Roles

Thanks for posting here again, @Hman2021,

 

At the moment, the preference you're looking for is currently unavailable. The only workaround we have are the options provided by my colleagues in this thread. However, it will still show the information you don't want the user to see. In the meantime, I'm enclosing these links to learn more about user and roles in QuickBooks:

 

 

Please know that our engineers are working hard toward this goal. We want your voice to be heard and be put in action. If you have any product suggestions to our developers about our report preferences, go to the Help menu and select Send Feedback Online.

 

Please note that I am here if you need further assistance with anything in the program. Just mention me anytime to notify me. Have a nice day!

GBL_BPMech
Level 1

Project Manager User Roles

I have the exact same problem. I need the project managers to see only the field labor connected to the project and NOT be able to see executive and admin payroll information. Every other accounting software I have used in the past 40 years has this as a basic necessity. I guess I will have to purchase third party software to accomplish this as suggested by another user.

Fiat Lux - ASIA
Level 15

Project Manager User Roles


@GBL_BPMech wrote:

I guess I will have to purchase third party software to accomplish this as suggested by another user.


 

@GBL_BPMech 

There are several construction management apps integrate with QB Desktop.

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