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Earlene-Louise--Escalona
Level 1

How do I enable full custom role permission on my account. I am on QBO Advanced and using custom role but I do not see the permission for "Accounting: Journal Entry"

 
1 Comment 1
AdonL
QuickBooks Team

How do I enable full custom role permission on my account. I am on QBO Advanced and using custom role but I do not see the permission for "Accounting: Journal Entry"

Welcome to the Community forum, @Earlene-Louise--Escalona. I'd be glad to help with your first post about enabling journal entry permissions for a user role in QuickBooks Online (QBO) Advanced. Proper permissions are essential for smooth and secure business operations, and I'm here to guide you through the process.

 

Roles determine the actions that users are allowed to perform within your QuickBooks account. If you're using a custom user role that doesn't have access to sales, expenses, deposits, transfers, customers, and suppliers, it could be why you don't have the option to give full permission to journal entries.

 

With this, I recommend adding a new custom role with journal entries enabled and assigning your selected user to it. I'd be glad to guide you through the process.

 

Here's how to add a new custom role:

 

  1. Log in to your QBO account as an admin.
  2. Go to Settings and click Manage users.  image (60).png
  3. Hit the Roles tab, then select Add role.   image (61).png
  4. Enter a Role name and Role description.   image (62).png
  5. Choose what the user role can access, then tap Save Role.

 

Next, re-assign the user to the newly created role by editing its custom role. Here's how:

 

  1. Go back to Settings and select Manage users.
  2. Click the Users tab, then find the user you want to edit.
  3. Tap Edit from the Action column.
  4. Choose the previously added custom QuickBooks roles.
  5. Press Save changes.

 

Once done, you can then deactivate the old role to make things a bit easier to follow. Here's how to do it:

 

  1. Go to Settings again and select Manage users.
  2. Select the Roles tab, then find the role you want to edit.
  3. Under the Action column, click the ellipsis icon ( ⋮ ) next to Edit.
  4. Proceed to Deactivate.

 

You can also navigate through this article to learn more about this entire process: Add and manage custom roles in QBO Advanced.

 

I'll also add these resources below in case you need to update a journal entry in QBO: Reverse or delete a journal entry in QuickBooks.

 

I hope this guide helped clarify how roles and permissions work in QBO Advanced, @Earlene-Louise--Escalona. If you have any further questions or need assistance, please leave a comment below. We're happy to help whenever you need.