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Account management
Hello there, jantco.
By default, the accountant role is designed for your bookkeeping or accounting staff. Access to areas/activities such as Journal Entries, Chart of Accounts, Setting Closing Date & Password, Accountant & Taxes, and Company & Financial reports. There can be areas that are not set to full access aside from the areas I mentioned. You have the option to modify them to grant the role with full access to all areas of your company file. To do so, you can follow the steps on how to edit the role shared by DivinaMercy_N.
However, if it's set correctly before and is now showing differently, you can update QuickBooks Desktop to the latest release first and then run the Verify and Rebuild Data Utility process. Here's how to update:
- Go to Help and click Update QuickBooks Desktop.
- Click the Update Now tab.
- Check the Reset Update box and click Get Updates.
- Wait for the update to complete.
- Close and reopen your company file.
Feel free to use these links in case you need more info in handling your user roles:
- Create data level permissions in QuickBooks Desktop Enterprise
- Customize company and financial reports
Just keep me posted on how this works. I'll be around to help you with any questions you may have. Take care!