@katherinejoyceO wrote:
Thanks for joining in this thread, @dfosbenner.
I can guide you on how to manage roles in QuickBooks Desktop Enterprise. Here's how:
- In the Company menu, select Users, then select Users and Roles.
- Select the Role List tab.
- Select a role and then select Edit to review its permissions
- In the Area and Activities section, select an area of your accounts. If you want, you can select None, Full, or Partial to set the access level.
- Once you set the permissions, select OK to save.
QuickBooks Desktop Enterprise is the only version that can create a “view-only” user. Learn more about creating and modifying roles in QuickBooks Enterprise.
In case the issue persists, run the Verify and Rebuild Data tool in QuickBooks Desktop.
You can also visit our QuickBooks Articles to get some pointers and steps to any of your tasks in managing your business.
Let me know if there's anything else that you need. I'm always here to assist. Take care!
I think you misunderstood. I am not able to access everything you are describing. As soon as I go to Users, a box box up stating it is required that I have an online account to edit users. I do not have an online account, and this is not something our company is willing to create. As repeated but dozens of other users in this thread, I need to be able to manage my local QB system LOCALLY, without going on the internet.
So, has anyone found a way this can be done?
