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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Nicole_N
QuickBooks Team

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It's good to have you joining the thread, @JonACG

 

May I know what specific issue you're referring to? 

 

If you're talking about giving your user access to Projects in QuickBooks Online, this option is unavailable in the access lists. As a workaround, you can invite them with Limited (customer-only) user access which allows them to view and edit the Project section. 

 

Meanwhile, I suggest sending feedback directly to our Product Developers team. They can review your suggestions and consider adding them in future releases. Here's how:
 

  1. Hit the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

 

To get updates about the status of your feedback, you may visit the Customer Feedback page.

 

Moreover, if you're referring to the bank information access issue, we can perform some basic troubleshooting steps to rectify it. We can start by accessing your QuickBooks Online (QBO)  account through an incognito window to rule out the possibility of a webpage issue and to ensure that the changes you made to the permission are reflected. You can use these keyboard shortcuts to save time:
 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

Once signed in, check the access you set for your user. If everything's fine, you can return to your regular browser and clear its cache. Otherwise, you can try other supported browsers to help narrow down the cause of this behavior.


Furthermore, you'll want to visit this article to learn more about usage limits: Learn about usage limits in QuickBooks Online.


The Community is always around if you have more concerns about QuickBooks, @JonACG. Just leave a reply below and we'll surely get back.

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