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Replying to:
Dandie_A
QuickBooks Team

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To allow your auditor to view the transactions detail by account report, we need to use the view company reports, GWNWUPDF. This will prevent them from making any altering to the transactions. Here are the steps to do this:

 

  1. Click the Gear icon in the upper right corner of your screen.
  2. Under your company, select the Manage users tab.
  3. Select Add user.
  4. Complete the necessary personal information form, then look for the View Company Reports option under Assign Roles.
  5. Scroll down and click on Reports.
  6. Choose Company and Financial Reports.
  7. Locate the Transaction Detail by Account and then click view only access for your auditor.

 

 

 

 

 

 

 

Moreover, if you want to configure and save a report for easy future access. You can check this article as your guidelines: Memorized reports in QuickBooks Online.

 

If you have any questions regarding reports or need further assistance, feel free to hit the Reply button. I'm always here to help!

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