Thanks for reaching out to us. I understand that given your expertise as an IT admin and your limited knowledge of accounting or QuickBooks, troubleshooting this issue can be challenging, @I-Already-Had-A-Username.
To address this issue, it's important to consider the timing of when the changes are being saved. If User A and User B are both making changes to the same vendor, the changes made last will overwrite the previous ones. Therefore, it's crucial to determine the timing of when each user saves their changes.
Additionally, reviewing the access levels and permissions of the users in QuickBooks is essential. By checking the users' access, you can identify who can modify vendor information and whether any restrictions need to be put in place to prevent conflicting changes.
Here's how:
- Go to the Company menu, then select Users.
- Select Set Up Users and Roles.
- Enter the admin password, then select OK.
- Tick the Role List tab, then select View Permissions.
- Choose the roles you want to review, then select Display.
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.
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.
Also, I encouraged you to visit this article to resolve any unexpected results or errors while creating roles in QBDT: QuickBooks Desktop Users and Restrictions.
If there's anything else that I can help you with, please let me know in the comment section below. I'll be always around ready to help.
