MarkAngeloG
QuickBooks Team

Account management

Hello there, @nicholsond92.

 

I understand how important it is to manage user permissions in QuickBooks Online efficiently. This isn't the experience we want you to have, and we assure you that we'll help you get this fixed as soon as possible.

 

In managing your employee's access to your projects, you can consider using a third-party app, that has this feature. You can browse through the app market: QuickBooks App Store.

 

I recommend contacting our QuickBooks Online support to have them investigate the banking information access issues. They have the right tools to examine what has caused the problem and apply a solution as soon as possible.

 

Here's how:

 

  1. Head to this link: Contact Us.
  2. Select QuickBooks Online product and click Continue.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

If you're using QuickBooks Online Advance, you can consider assigning custom roles to your users in QBO.

 

Let me know if you need additional assistance in managing your users' access to your QuickBooks Online account. I'm always here to help.