It's great to have you join us here in this forum, Georgia1. I've got insights to help you manage user role permissions in your account.
In QuickBooks Desktop, modifying restriction access to users in your file, helps you create and assign roles to manage your account's financial books. There is only specific role access that can allow users to view records in Full or Partial. To help you manage these permissions, let me guide you on how to configure these options so you can keep track of user-activity in your company file.
To do this:
- Go to the Company menu and select Users.
- Select Set Up Users and Roles.
- Enter the admin password and select OK.
- Click on the Role List tab, then New.
- Give the role a name and description.
- In the Area and Activities section, select an area of your accounts. Review each area and select None, Full, or Partial to set the role's permissions.
- Once you set permissions for each area, select OK to save.
Additionally, we appreciate your detailed insights @Chrissky676, this may help business owners when handling their account's data. You may also consider the information shared above, Georgia1. This will help you review and prevent accidental changes in your file.
Moreover, I've included this guide to help you review and match banking entries in your desktop program: Add and match Bank Feed transactions in QuickBooks Desktop.
We'll be available in this thread anytime you need further help managing users in your account. Please let us know in the comments below. Keep safe!
