QuickBooks Team

Reports and accounting

I appreciate your loyalty to QuickBooks, @sewfarm.


I recognized how important it is to keep your financial information confidential.


Allow me to share some information on how to keep it this way without any uneasiness that your staff would have access to it.


To ensure they won’t have access to your financial reports, you’ll want to modify their role and exclude it. Let me guide you on how to do change it in your QuickBooks Desktop (QBDT) software:


  1. Go to the Company menu,
  2. Select Users and click Set Up Users and Roles.
  3. From the Role List tab.
  4. Select Sales and click Edit.
  5. Click Reports and thick the None option.
  6. Do the same thing for the Employees & Payroll section.
  7. Make some other changes if necessary and click OK once done. 3.JPG

You can also read through these articles for more information about managing your users access effectively in QBDT:

Let me also add these resources that you can use for future reference. These links that can walk you through the detailed steps on how to personalize your invoice and reports:

You’re always welcome to post a reply in this thread if there’s anything else you need to ask. I’d be more than happy to assist you and keep you in working order. Have a great day and keep safe!