Hi there, @Ted-1967. Let me shed some light on accessing projects, specifically the overview tab in QuickBooks Online (QBO).
My colleague, AlverMarkT, is correct about the inability to access projects, particularly the Overview tab for users who aren't the primary or company admin. For now, there isn't a way to configure any role or access to make this available for your users. That said, I recommend sending feedback directly to our product development team to consider this suggestion and implement it in future updates.
You can send your feedback by following the steps below:
- Go to the Gear icon.
- Select Feedback.
- Enter a brief description of your product suggestion.
- Click Next to submit feedback.
Additionally, here's an article you can run through managing your projects in the application: Create and manage projects in QuickBooks Online and Accountant.
I'm available to ensure that everything is addressed for you, so feel free to leave a comment if you have other concerns about QuickBooks. Stay safe!
