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?
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
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?
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:
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.
This is definitely a missing feature for QBO. I too need our auditors to see all of the attached documents (receipts, bills, etc). There should be a "read only" option that allows the user to see everything. I don't want my auditors to be able to delete or change anything. I would love to use a read-only auditor year-round for accountability reasons.
Thanks for joining this thread and for sharing how you want to use the Read-only feature based on your business needs, HopeChurch.
While you can give the Reports Only access to your auditors at the moment, you can send a request about this feature. Let me show you how:
Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online.
I'm adding this link to learn how to give each user certain permissions to do specific tasks: Add and manage users in QuickBooks Online.
Keep me posted if there's anything else you need in QuickBooks, I'll be right here to help you.