You're in the right place, @Liftco.
Creating a password for certain reports isn't possible. Also, for your trainee to not log in using your credentials, you can add them as users and edit their permission.
And I'm here to help you perform it. We can use the predefined roles setup, let's keep in mind that any adjustments you make will apply to all users who have that role.
Here's how:
- Go to the Company menu, then select Users.
- Choose Set Up Users and Roles.
- Enter the admin password, then click Ok.
- Select the Role List tab.
- Select a role, then select Edit to review its permissions.
- In the Area and Activities section, choose an area of your accounts such as clicking the Reports, and ensure that it has no green shade to not allow users to access it. Then, select None, Full, or Partial to set the access level.
- Once done, select OK to save.
You can also create a new custom role, feel free to read this article for more details: Create and manage users and roles in QuickBooks Desktop Enterprise.
If you want to set data-level permissions for your users' job roles. You can read through this article: Create data level permissions in QuickBooks Desktop Enterprise.
For additional questions about adding users in QBDT, never hesitate to reply to this post, Take care and have a good one!
