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Account management
Hey there efisher,
I'd love to walk you through the steps to get users the view only access.
While there isn't a specific option for users to access view only, you'll have the option for selective access in some areas in QuickBooks.
Here's how:
- Click Company.
- Click Set Up Users and Passwords.
- Select Set Up Users.
- For existing users, click Edit User. For new users, click Add User.
- Click Next to see each user access roles, and select Selected Areas of QuickBooks.
- Click Next and you'll see on every areas the No Access, Full Access, and Selective Access radio button.
- Just click Selective Access, and choose the sub-options.
- Follow the on-screen prompts to walk you through the rest.
You'll see some screenshots outlining the steps above.
You might want to check out this article for more information: QuickBooks Desktop Users and Restrictions
Just drop a comment below if you have any more questions I can help.