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Replying to:
Candice C
QuickBooks Team

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Hey again, @nkwest

 

Welcome back! Let's work together so we can get this problem handled. 

 

If this isn't an option for you, the best route would be to test out the roles and customize the permissions to your liking. This will allow you to set the user as you want. 

 

I highly suggest reviewing this article on creating users/roles and also customizing them to assist you.

 

If you still run into any trouble, I recommend contacting our Customer Support Team so they can use a screen share tool. They'll be able to walk you through additional instructions that will help your business. 

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