Thank you for joining the thread, @Dbljs.
Allow me to provide insight about the roles option in QuickBooks Desktop (QBDT).
To start with, only the admins can create and manage users. I suggest to making sure that you sign in as the admin user of the company file. However, if you're the admin and you signed in but still don't have the roles option.
Let's use the verify and rebuild tools in QBDT that address a data issue with your company file that causes the behavior where you don't have the roles option. The verify tool situates the most common problems in a company file, and the rebuild tool fixes them. Here's how:
- Go to Window, then select Close All.
- Go to File, then choose Utilities.
- Select Verify Data. If you see:
- QuickBooks detected no problems with your data — your data is secure, so you don't need to do anything else.
- If you see an error message – you can search on our QBDT support site to learn how to fix it.
- If your data has lost integrity – damage to your data was found in the file and we have to rebuild your data.
If you need to rebuild the data in your company file, please follow the steps provided below:
- Go to File, then select Utilities.
- Click on Rebuild Data.
- Follow the on-screen instructions, then press OK.
- Select the place where you want your backup file to be saved, then tap OK.
- Enter a new name in the File name. Click Save.
Please refer to the article below, which provides detailed instructions on the steps I outlined earlier.: Verify and Rebuild Data in QuickBooks Desktop.
You can utilize these articles to help manage the restrictions of a user on your company file.
I'll also add this article to guide you on how to export and modify your reports: Understand reports.
You can always get back to this thread if you have follow-up concerns with the roles option. The Community is here to help you out.
