MJoy_D
Moderator

Account management

I can help you with creating a user role that can run the report that you need, @Elarocca.

 

Yes, you can set a role that can access and generate specific reports only.

 

Here's how:

 

  1. Go to the Company menu and hover on Users and choose Set Up Users and Roles.
  2. Click the Role List tab and choose New.
  3. Give the role a name and description.
  4. In the Area and Activities section, click on Reports and set the areas where this user can only access. 
  5. Review each area and select NoneFull, or Partial to set the role's permissions.
  6. Click on OK to save.

 

Once you're creating the role, you can add a user and set the role. Check out these steps:

 

  1. From the Role List tab, proceed to the User List tab and select New.
  2. Set the user name and an optional password.
  3. In the Available Roles section, select the user’s roles and click Add.
  4. Click OK to save.

 

Refer to this article for more information about creating and assigning roles to your users: Create and manage users and roles in QuickBooks Desktop Enterprise. This will also guide you on how to view all roles and their permissions by generating a Permission Access by Roles report.

 

Here's also more information on how to reset your Admin password or a user password in case you've lost it or a user forgot it: Reset your password for QuickBooks Desktop.

 

Let me know if you need further help with user roles and permissions in QuickBooks Desktop (QBDT). I'm always here to help. Have a great rest of the day!