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Thank you for contacting us about your permission when memorizing reports, dianna23.
You can tell the admin to mark the Modify box so you can replace the report. Let me guide you through the steps on how to do it.
- Go to the Company menu.
- Select Users, then Users and Roles.
- Proceed to the Role List tab.
- Select the role, then click Edit to review its permissions.
- In the Area and Activities section, click Reports.
- Choose Partial, then click Modify.
- Once you set the permissions, select OK to save.
After that, close and re-open QuickBooks for changes to take effect. Then, open again the report and memorize it.
Learn more about adjusting access through this link: Create and manage roles in QuickBooks Desktop Enterprise. It provides instructions and detailed steps to guide you through the process.
You can also use this article when saving a report: Create, access and modify memorized reports. There are other tasks provided in this link.
Let me know if there's anything else I can help you with modifying your access. Just leave a comment below and I'll get back to you.
While having modify rights to all reports will give you the rights you need, the message is referring specifically to the ability to modify memorized reports, to ""Modify" access under Memorized Report List", which looks like this:
Thanks for sharing your concern about the Users option in QuickBooks, mtshoberg.
The Users option including managing roles is only available in QuickBooks Desktop Enterprise. Since you're using QuickBooks Desktop Premier Contractor Edition 2020, what you have is the Set Up Users and Passwords option. From there you can change user password and access.
Here's how:
- Go to Company.
- Choose Set Up Users and Passwords.
- Select Set Up Users.
- Choose a user and click Edit.
- Make the necessary changes. Click Next.
- Follow the onscreen instruction.
For more information about managing users, check out this article: QuickBooks Desktop Users and Restrictions.
Feel free to browse this link here if you need help with other tasks in QBDT. It'll route you to our general topics with articles.
If you have any other questions or would like me to clarify anything else about managing users, please let me know. I'm always here to help in any way I can.
