Let me add more information about user roles and access in QuickBooks Desktop (QBDT), MCawthon.
As mentioned above, we can limit some users' accessibility in QBDT. It allows you to control the areas that can be viewed and managed by your team members.
Please know that this feature is available on the Enterprise subscription. If you're currently on the Pro or Plus versions, you might want to consider upgrading to the Enterprise plan to utilize the feature.
To proceed with limiting user access, kindly follow the steps below:
- Open your QBDT account
- Go to the Company menu.
- Click Users and select Set up Users and Roles.
- From the Role List, click the user role you need to modify. Then, hit Edit.
- Click the mini plus icon + on the Area and Activities to expand and select which field to edit.
- From the Mixed Access section, pick None to dismiss completely or Partial to partially restrict the user's access.
- Once done, press OK.
For further reference regarding handling users in QBDT Enterprise, please check this article: Create and manage users and roles in QuickBooks Desktop Enterprise.
Additionally, you may review this article that can guide you in handling your reports and viewing your business' performance. It also aids in drawing up some needed data in a given timeframe: Reports - QuickBooks Desktop.
You can always reply to this thread if you need additional assistance managing roles or any QuickBooks-related queries. The Community is always open to help.
