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1 reply

S
SarahannC
Level 9
September 27, 2020

Hello there, mkcfacmr.

 

QuickBooks offers different types of users that you can invite.

 

If you only want to add them to view all reports except ones that show payroll or contact information, we can invite them as Read-only access. This user type is unable to enter and edit transactions. On the other hand, you can check this article to learn more about the access that we can give to a user in your account: User types and user permissions in QuickBooks Online. 

 

Then, you can follow these steps to add a user:

 

If you mean to set a user in this way, you can follow the steps below:
 

  1. Go to the Gear icon.
  2. Select Manage users under Your Company.
  3. Within the User tab, click the Add user button.
  4. Select a user type that you want to give to them. Then, Next.
  5. Enter their name and email address.
  6. Then, Save.

 

Then, let the user check their email and accept the invitation so they access your account. Also, you may use this reference to learn about fixing errors or when an invited user did not receive your email invitation: What to do if invited users did not receive your email invitation?.

 

Let me know if you need further clarification or need anything else. I'd be glad to help you more. Take care always!

L
LeoK
August 12, 2022

When I add user, every user has the ability to edit transactions. How can I add user with restricted editing abilities or read-only access? I am using QBO Essentials.

 

Also, when auditors come for review, I want to give them access of all our transactions without editing rights/ability. How can I do that? - Don't QB see the feature as among the important features to us accountants????

J
JonpriL
Level 9
August 12, 2022

Dear @Kurt_M , thank you for your response. 

However, my interest is to know when does QB plan to have the read-only access feature?

 

As I have said before: there are times which the read-only access is needed by crucial parties like our auditors and directors who just need to see transactions. Sharing editing rights to people who do not need it is just exposing our information to unnecessary risk of being distorted.


Hi there, @LeoK.

 

I'll share insight about a user's permissions and access rights in QuickBooks Online.

 

As of the moment, there isn't an integrated way to give read-only access to a user in QuickBooks. And we're unable to provide the exact turnaround time as to when such a feature like this is added.

 

For now, let's consider giving the user Limited to None access so they can view your account without having the ability to use the accounting features. While it is not yet available, I recommend letting our product developers know about this by sending a request via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Describe how giving read-only access to a user helps your business in QuickBooks.
  4. Select Next.
  5. Click Skip and send message.

 

I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developer team. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with QuickBooks users and access roles. Use the Reply button and leave your comment below so that I, @JonpriL, can assist you further. Take care always!

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