Other questions

I appreciate your prompt response, PremierRef2019. Allow me to provide further details about removing the view access in the received payments portion.

Still, I recommend following the steps from 1 to 5, as mentioned by my colleague. Afterward, you can click the Customer and Receivables to restrict the received payment option, then select None. This option restricts the user to view all customer data.

Furthermore, creating restricted roles for your users is easy and can help you control what they can and cannot do within your company file. You can follow the detailed steps on this page: Create data level permissions in QuickBooks Desktop Enterprise. You can also find here a list of frequently asked questions about the feature as well as the answers for each of them.

If you need further assistance about managing user permissions in QBDT, feel free to leave a reply below. I'll get back to you as soon as possible.