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Replying to:
katherinejoyceO
QuickBooks Team

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Thanks for joining in this thread, @dfosbenner

 

I can guide you on how to manage roles in QuickBooks Desktop Enterprise. Here's how: 

 

  1. In the Company menu, select Users, then select Users and Roles.
  2. Select the Role List tab.
  3. Select a role and then select Edit to review its permissions
  4. In the Area and Activities section, select an area of your accounts. If you want, you can select NoneFull, or Partial to set the access level.
  5. Once you set the permissions, select OK to save.

 

QuickBooks Desktop Enterprise is the only version that can create a “view-only” user. Learn more about creating and modifying roles in QuickBooks Enterprise.

 

In case the issue persists, run the Verify and Rebuild Data tool in QuickBooks Desktop.   

 

You can also visit our QuickBooks Articles to get some pointers and steps to any of your tasks in managing your business.  

 

Let me know if there's anything else that you need. I'm always here to assist. Take care!

 

 

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