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maceGCT
Level 1

Would a user with limited reporting access be able to view Custom Reports if I share with ALL ?

I understand some user roles are able to view certain reports, but if I share a Balance Sheet or P&L report with ALL as a Custom Report, will they be able to view it or only users with full access?

2 Comments 2
JenoP
Moderator

Would a user with limited reporting access be able to view Custom Reports if I share with ALL ?

I'd be glad to help with your question about user access in QBO, maceGCT.

 

A reports-only user will be able to see all reports except the ones that show payroll, with contact info, and audit log. Although, they will not be able to open or see the actual transactions. Check out this article for more details: User Roles and Access Rights in QuickBooks Online.

 

I'd also like to share a few more articles for additional guidance and reference in case you might need them in your future tasks:

 

 

Don't hesitate to drop a comment or post new questions in the Community if you need more help with QuickBooks. We're always here to provide our assistance again. 

JenoP
Moderator

Would a user with limited reporting access be able to view Custom Reports if I share with ALL ?

Hi maceGCT,

 

Hope you’re doing great. I wanted to see how everything is going about your question with regards to the report-only user access. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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