Payments

Hi there, @joneill1186.

I wanted to jump in and give a little more advice for your user permissions. 

First, thank you for trying all the detailed steps provided by my colleagues above. This is very helpful in narrowing the issue down. 

I wanted to check if you have made sure that the user roles you have assigned have Full access? In QuickBooks Desktop, you can actually break down each role to have View only, Full, or Partial access levels. Meaning, Full access would allow the user to do all tasks for that role. Whereas, partial access could mean they can create a new transaction, but can't delete or modify it. 

I recommend creating a new role that has full access in all areas and assign that role to you. This way, we know that you're covered in all areas of QuickBooks. However, with that said, there are certain tasks that only the Admin user can preform. Such as, adding new users for example. I've included some steps below to edit/create roles. 

1. Go to the Company menu and select Users. Then choose Users and Roles.
2. Select the Role List tab.
3. Click on a role and then hit Edit to review its permissions. Or, you can hit New to create a new role. 
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4. In the Area and Activities section, select an area of your accounts. Then, choose Full to set the access level. 
5. Once you've made your changes, hit OK. 

For additional details, check out the article that my colleague has provided above: Create and manage roles in QuickBooks Desktop. 

Please let me know if you still have issues getting access. I'm always around to lend a hand. Take care!