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Archie_B
QuickBooks Team

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Hi there, alexisn84.

 

Allow me to share some information about user permission in QuickBooks Online (QBO),

 

We can personalize their permissions or manage their user roles to allow them to work on specific tasks. This way, you'll be able to control what users can see and do in QuickBooks, such as the Project Overview.

 

Here's how: 

 

  1. Log in as Primary or Company admin to the QuickBooks Online account.
  2. Go to the Gear ⚙ icon.
  3. Choose Manage users.
  4. Find the user you want to edit. Then hit Edit in the Action column.
  5. Select the User type, then set the user settings if needed.
  6. Once done, click on Save.

 

After that, ask the user to sign out and sign back into QuickBooks Online to see if they can now see the breakdown of transactions for the projects. For more information in managing users, you can check this article: Add and manage users in QuickBooks Online.

 

I've also added this link to learn more and help you track income, costs, and profitability by project.

 

Let me know if you have any further questions about project management in QBO. I'll gladly assist. Take care and have a wonderful day,