Account management

I appreciate the complete details you've provided, @satC.

With QuickBooks Enterprise, you can set-up the access of your authorized user to View-Only. Also, you can provide specific access that will allow your authorized user to view reports and print them. I can guide you on how to do it.

     1. Go to the Company menu.

     2. Choose Users.

     3. Select Set Up Users and Restrictions.

     4. From the Users and Roles pop-up window, click the User List tab.

     5. Click on the New button.

             a. Enter the New user 's login credentials.

             b. In the Available Roles section, pick View-Only.

             c. Click the Add button.

Once completed, let's assigned a specific role to the newly-added user. Here's how:

     1. From the User's List, highlight the name of the specific user.

     2. Click the Role List tab.

     3. Search for the View-Only role.

     4. Click the New button.

From here, you can set None to all Area and Activities except for the Reports section. Under the Area and Access Level section, select the actions that the user can perform in the Reports page. 

By following the steps above, the user will be able to view and print reports. If they'll attempt to create or record a new transaction, they'll be prompted that they don't the access to perform the action.

You can read through this article for more ideas in customizing roles so users can only do certain tasks: Create and manage roles in QuickBooks Desktop Enterprise.

Always feel free to get back to us if you have other questions in managing your authorized user access in QuickBooks. I'm just a few posts away.