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DivinaMercy_N
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Let's get this sorted out, @jantco.

 

I'm here to help you isolate the issue. To begin, let's first review the permission on the accountant role. Then, you can update it and set it to full access so the user can freely work on everything. Here's how to do it:

 

  1. Open your QuickBooks Desktop (QBDT) program and click the Company tab.
  2. Hover over to Users and choose Set Up Users and Roles.
  3. Next, click the Role List menu.
  4. From there locate and select the roles you need to check.
  5. Select View Permissions then, click the role and select Display
  6. Once done, go back to the Role List tab. Highlight the role and click Edit.
  7. You'll be routed to the Edit Role window. 
  8. Highlight each category under Area and Activities and click Full under the Area Access Level section.
  9. When done, click OKrole1.PNG

 

To check the changes, simply select the View Permissions button on the Role List page. role2.PNG For your reference about the process, feel free to visit this article: Create and manage roles in QuickBooks Desktop Enterprise. It also includes steps on how you can create a custom role.

 

It's also easy to create restricted roles for your users. This will help you control what they can and can't do within your company file. To get started, you can follow the detailed steps on this page: Create data level permissions in QuickBooks Desktop Enterprise. You can also find here a list of frequently asked questions about the feature as well as the answers for each of them. 

 

I got your back if you need further assistance about managing user permissions in QBDT. Feel free to leave a reply below and I'll get back to you as soon as possible.

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