Granting Employee Access to Projects in QuickBooks Online

Hello fellow QuickBooks Online users,

I'm reaching out to the community for help with a couple of issues I'm facing in my QuickBooks Online account. Hopefully, someone here can provide some guidance.

Accessing the Projects Section

First and foremost, I need to give one of my employees access to the Projects section within QuickBooks Online. However, I cannot seem to find an option to select this user type under the User Roles settings. It appears that QuickBooks rolled out the Projects feature without properly implementing the necessary user permissions.

This is quite frustrating, as I need certain employees to be able to manage and view project-related information, but I don't have a straightforward way to grant them access. I would appreciate if the QuickBooks team could address this oversight and provide a clear path for granting selective access to the Projects section.

Inconsistent Banking Information Access

Secondly, I've encountered a concerning issue with user permissions and banking information access. I've limited a user's ability to see banking information when they access QuickBooks Online through the web view. However, when that same user logs in on a tablet, they are able to see the banking information.

This inconsistency is a huge problem for me, as I need to ensure that sensitive financial data is properly secured and accessible only to authorized personnel. It's concerning that QuickBooks seems to have a glitch in the user roles and permissions system, which is a fundamental aspect of the software.

I would expect QuickBooks Online to have a robust and reliable user management system that ensures consistent access control across all platforms. This issue needs to be addressed promptly, as it poses a significant security risk for my business.

I hope the QuickBooks team can look into these problems and provide a solution. Many users, including myself, are eagerly awaiting improvements in these areas to enhance the overall user experience and security of QuickBooks Online.