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Replying to:
Rea_M
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Let me share further details about non-admin users' access and guide you a way to make sure they can run the report they need in QuickBooks Online (QBO), @Luis_G.

 

Non-admin (Standard) users with All and Limited access should be able to run reports like the Profit and Loss by Tag Group report. There may be an issue with your clerks' profile that's why they're unable to access the said report. 

 

With that being said, I'd recommend deleting and then re-adding the user to your QBO account. This will refresh their access and let then run the report they need.

 

To delete a user, here's how:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Find the user you want to delete. Then select the arrow icon ▼ under the Action column.
  4. Choose Delete.
  5. In the confirmation window, select Delete again.

 

Then, re-add your accounting clerk and customize their role and permissions for specific tasks. For the step-by-step guide, please refer to this article: Add and manage users in QuickBooks Online.

 

Also, to learn more about the different options for user roles and access permissions in QBO and further guide you in running reports, I'd recommend checking out these articles:

 

 

Please let me know in the comments if you have other reporting concerns and questions about users' access permissions in QBO. I'm always ready to help. Take care, and I wish you continued success, @Luis_G.

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