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ChinaUser
Level 3
posted
‎May 05, 2020 04:09 AM
last updated ‎October 05, 2020 9:08 PM

Accountant Only Partial Access

Is it possible to give an accountant only partial access to the QB Online data (for example a class), instead of all of it? When doing business in different countries, different accountants need to report different parts of the business for tax and they should only get access to the data that is relevant for their country and not all.

Does QB have any way of doing that?

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4 Comments 4
RCV
QuickBooks Team
QuickBooks Team
‎May 05, 2020 07:06 AM

Accountant Only Partial Access

Thanks for checking in with us, ChinaUser.

 

The option to grant partial access when adding an accountant is unavailable in QuickBooks Online (QBO). This user doesn't count towards any current user limit since they are under the Company admin user type.

 

For more details about this one, check out this article: Managing accountant users in QuickBooks Online. 

 

The only way to give a user either a full or limited access (without admin privileges) is to add them as a Standard user. Just refer to this article for the steps and details: Add, delete, or change user access.

 

I've got a link here that provides you with articles about managing your account: https://quickbooks.intuit.com/learn-support/manage-your-account/misc/02/manage-your-account-global?l....

 

Feel free to reply to this post if you need a hand with entering sales transactions or any QBO related. I'll be here to ensure your success. Take care always. 

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ChinaUser
Level 3
‎May 05, 2020 07:40 AM

Accountant Only Partial Access

Thanks.

However a standard user still couldnt be set access to only see transactions from one class of the whole company file, right?

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Fiat Lux - ASIA
Level 15
‎May 05, 2020 07:49 AM

Accountant Only Partial Access

@ChinaUser 

As additional option, you may utilize TPE for QBO to export the data out to XLS. You may only share some data to your accountants. Once they need to modify it, you can import the modified data into your QBO by using TPI for QBO. Make sure to set filters to avoid any duplications.

https://transactionpro.grsm.io/qbo

 

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Charies_M
Moderator
Moderator
‎May 05, 2020 09:15 AM

Accountant Only Partial Access

Thanks for checking this with us, ChinaUser.

 

Let me share what a Standard user can do in QuickBooks Online (QBO).

 

This type user can be set for different levels of access. However, limiting its access to view certain transactions from one class isn't possible. I can see how being able to widen the customization feature is important to you.

 

While we continue to work on improving the features of the product, I want you to stay updated with the latest QuickBooks news and updates by visiting our QuickBooks blog.

 

I'd also like to leave you with these great resources to become more familiar with the different user types in QBO: 

 

 

If you have other questions or clarifications, just let me know. I'll be around to answer them all for you. Keep safe and have a good one!

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