Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
ChristieAnn
QuickBooks Team

Reply to message

I appreciate you for coming back to the thread for adding clarification about user access, kevinamfs. With this, let me discuss extra details on how admin works in QuickBooks. Then, ensure you'll be able to confirm what other things you can perform with the Estimates & Progress Invoicing Summary by Customer report in QBO.

 

The report being mentioned gives you a complete list of all estimates and connected progress invoices. This report contains important details about sales transactions and other customer data that needs only the admin can view. 

 

The reason is also that a company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do to manage the company file and see a snapshot of different aspects of the business. You can open this article to see further details about the different user access permissions: User roles and access rights in QuickBooks Online.

 

On the other hand, you can also customize the said report to format the layout so the right data shows up and focus on the details that you want to see: Customize reports in QuickBooks Online.

 

Lastly, you may refer to this article to view steps on how memorizing a report allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

 

I'm always here if you needed more help with your reports in QBO. Just let me know in the reply section below, kevinamfs. Take care and have a great rest of the day!

Need to get in touch?

Contact us