JasroV
QuickBooks Team

Account management

I'd be delighted to guide you on how to set a user role that based on your preference, @nkwest.


Simply designate your user as a payroll manager and deny them access to your paycheck data.

 

Here's how:

 

  1. Go to the Company menu in your QuickBooks Desktop (QBDT), then click Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the User List tab, then select New.
  5. Enter a user name and an optional password.
  6. In the Role List tab, select the Payroll Manager role, then click Edit.
  7. Select the Employees & Payroll section and unselect Paychecks2.PNG
  8. Review the role of your user and click OK when you're done.

 

You can also utilize these articles to help manage restrictions of a user on your company file.

 

 

Moreover, I'm attaching this resource that you can read for your future reference. This contains information on how to export and modify your reports in QBDT: Understand reports.

 

If there's anything else you need assistance with about users' roles in QBDT, please keep me updated by leaving a reply. I'll be more than happy to help you. Stay safe and more power to your business!