Hello there, hcfield.
I've got insights and steps to get your issue resolved.
We can manage user roles and access from your QuickBooks Online account. You can modify their user settings to which transactions and details a user can view. Also, only Primary admins are eligible to view these kinds of access.
With that, you may follow the steps below to edit and verify your user's access.
Here's how:
- In your QBO account, go to the Gear icon and select Manage users.
- If you wish to edit an existing user, click Edit under the Action dropdown.
- If you want to add another user to your QuickBooks account, click the Add user button.
- Choose Standard user and click Next.
- You may want to modify its settings from here, then select All or Limited.
- From the user settings section, verify its preferences and click No.
- Select Next, then enter their contact information.
- Once done, click Save.
Moreover, you can visit this article to guide you when running specific reports in QuickBooks: Run reports in QuickBooks Online.
Keep us posted in the comments below if you have additional questions about managing user access. We'll be right here, willing to assist. Take care!
