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Level 1

How can i give a read-only access to my audit team. I want them to view all my quickbooks data but i dont want them to be able to change any thing. Is this possible?

I want my audit team to be able to view all my quickbooks entries and data to review my data entered to date. So that they can suggest any corrections or compliance related issues to my accounts team. But i dont want the audit team to be able to change anything in the system. Is this possible for me to create a user with only read only rights to my entire quick books account?

9 Comments
Level 12

I am not certain about International but US versions allo...

I am not certain about International but US versions allow an "unlimited" number of Read Only users that do not reduce the number of regular users your subscription allows. If your version has this option you will see that selection for user type and/or restrictions when adding a user

Level 10

No, it's "unlimited" number of Time Only users

No, it's "unlimited" number of Time Only users
Level 12

But Reports Only (Read Only) users do not subtract from...

But Reports Only (Read Only) users do not subtract from  subscription users
<a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1145471-types-of-users-and-permissions-in-quickbooks-online">h...>
Reports Only (QuickBooks Online's Read Only access) - These users have read only access to all reports (except Audit Log and Payroll Reports). They can create a group of reports, memorize a report, and drill down as far as transaction reports but they don't have the ability to view the actual transaction. This user is only available in QuickBooks Online Plus.

The article is tagged Any Edition which should mean available in INternational
Level 10

"Time Tracking and Reports Only users are essentially fre...

"Time Tracking and Reports Only users are essentially free users. These users are not counted towards the total of number of users"
I stand corrected
Level 12

However, the OP may want their audit team to be able to v...

However, the OP may want their audit team to be able to view actual transactions, which a Reports Only user cannot do (seems like QBO needs another user category or ability to allow a user to view all transactions yet edit none
Level 10

They can "drill down as far as transaction reports but th...

They can "drill down as far as transaction reports but they don't have the ability to view the actual transaction", so transaction report should be enough, as I think that shows everything that's on the actual transaction, if you can add columns. But I would think they want to see the audit log
Level 12

Depends on depth of audit. Some audits are simply to veri...

Depends on depth of audit. Some audits are simply to verify that the numbers in ancilary reports add up
Level 1

Re: Depends on depth of audit. Some audits are simply to veri...

My audit committee would like to view receipts attached to each transaction. Will I need to create them as a Standard User or can I get away with Report Only user? The downside of Standard User is that they are able to make changes (accidental of course). Ideas?

Moderator

Re: Depends on depth of audit. Some audits are simply to veri...

Yes. You'll have to add them as Standard user, gordon5.

 

This type of user can edit, add, and delete customers, vendors, products, and services. However, they can't modify any bank accounts. 

 

Here's how to add a user:

 

  1. Click the Gear icon, and then select Manage Users.
  2. Click Add user.
  3. Select Standard user, and then Next.
  4. In the Select access rights page, select Limited.
  5. Select either Customers or Vendors. You can also select both.
  6. Click Next.
  7. Modify the user settings.
  8. Click Next.
  9. Enter their contact information, and then Save.

 

I've also added this article to know more about the type of users that you can add: What different types of users can I add to my company?.

 

Please know that you've always got my back whenever you need help.