Hello there, bkim.
I'm here to provide information about the access rights of a Standard limited customers and suppliers user in QuickBooks Online (QBO).
The Standard limited customers and suppliers user has full access to Customers and Sales, Suppliers and Purchases. However, they can only view customer and A/R reports as well as supplier and A/P reports. Due to these limitations, they are unable to access the Inventory Valuation report. If you want them to have access to Inventory Valuation Reports, I recommend adjusting their user permissions.
To do this, here's how:
- Go to Settings ⚙.
- Choose Manage users.
- Select the Roles tab, then Edit the role.
- Adjust access levels as needed.
- Click Save Role.
For more information on QuickBooks user roles and permissions, you can refer to this article: User roles and access rights in QuickBooks Online.
If you need to add your accountant to facilitate book management, you can follow the steps outlined in this resource: Add and manage users in QuickBooks Online.
Feel free to reach out if you have any further questions about managing user access, bkim. I'm here to assist you at any time.
