ShiellaGraceA
QuickBooks Team

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:

  1. Click Company.
  2. Click Set Up Users and Passwords.
  3. Select Set Up Users.
  4. For existing users, click Edit User. For new users, click Add User.
  5. Click Next to see each user access roles, and select Selected Areas of QuickBooks.
  6. Click Next and you'll see on every areas the No Access, Full Access, and Selective Access radio button.
  7. Just click Selective Access, and choose the sub-options.
  8. 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.

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