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H
Hman2021
April 1, 2021
Question

Project Manager User Roles

  • April 1, 2021
  • 4 replies
  • 1 view

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?  

    4 replies

    MichelleBh
    MichelleBh
    Level 8
    April 1, 2021

    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 tracking, View 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 Tracking, Payroll, 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. 

    H
    Hman2021Author
    April 2, 2021

    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
    Jen_D
    Level 8
    April 2, 2021

    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!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    April 2, 2021

    @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.

      J
      jackiem2
      July 10, 2023

      Has a solution for this issue been found yet? Still need access to profitability reports without access to full paychecks...

      JaeAnnC
      JaeAnnC
      Level 6
      July 10, 2023

      Chiming in on this thread to address your concern about managing user roles in QuickBooks Desktop (QBDT), @jackiem2.

       

      I recognize how crucial it is for your business to hide paycheck details from your users. Currently, the employee with Reports access will be able to view all transactions, including payroll data. We hear your feedback and will take this as a chance to improve your QBDT experience.

       

      That said, I'm here to assist you in sending your valuable opinion to our software engineers so they may take it into consideration for our future product advancements. Here's how:

       

      1. Go to Help and select Send Feedback Online.
      2. Click Product Suggestion.
      3. Enter your feature request and select Send Feedback.

       

      Furthermore, you may define various data-level permissions for a user's role. This way, you can limit their access to the sections of QBDT where they need to perform their job.

       

      Keep me posted on any additional queries you have concerning user restrictions in QBDT. It's my utmost priority to assist you further. Stay safe and have a great day.

      A
      awoodsrei
      September 1, 2023

      How long does it take for QuickBooks to take action?  The original question was posted in April 2021 and your response (not helpful, by the way) trying to appease them is dated in July 2023 -- more than 2 years later!!  IF QuickBooks is actually looking into solving this issue, IT SHOULD NOT TAKE MORE THAN 2 YEARS to find a solution!  You are just placating us!!  It's simply not helpful!

        Q
        QFP
        October 28, 2024

        Quickbooks, please stop replying with a response for us to submit feedback. I've been doing that for years. Rarely does anything change.

         

        You promote your Enterprise product to work as a traditional ERP system. However, traditional ERP systems have the ability to give customized access to users for the full functionality of their position. For a Project Manager to not be able to see labor costs (without viewing private employee information) on a project...is a critical fail when it comes to project management and a fail to your job costing feature.

         

        Please fix this. 

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