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D
drew6
December 4, 2019
Question

How do I restrict some users form access to employee information?

  • December 4, 2019
  • 2 replies
  • 8 views
No text available

2 replies

J
JamesM
Level 5
December 4, 2019

Hi there, 

 

Welcome back to the Community. Don't worry, I'll be happy to share more info about user types in QBO. 

 

The Standard user type can permit limit access but can't view your bank accounts. Please check out this article for details: Learn about user types in QuickBooks Online.

 

Depending on what other information you'd like to see, I recommend looking into setting up the user as a Limited User. Once you've reviewed the article above, feel free to reach out if you have further questions. I'll be on standby. 

 

D
drew6Author
December 5, 2019

That article is helpful.  Do  I have to pay more to add limited users?  Can a limited user see Employee info?  I don't see that listed in the "can do" or the "can't do" lists.

drew
    J
    JamesM
    Level 5
    December 5, 2019

    Hi Drew. I see what you're saying. The Limited User has no access to employee information. You can also add a user with ALL access but Payroll access. I'll attach an image below for reference:

     

    Feel free to ask questions. 

    K
    kpotter1
    December 29, 2022

    Currently subscribed to QuickBooks Online Plus + Payroll. I need to restrict a Standard User from accessing Payroll functions and Payroll Reporting. Currently, if I give the user "All Access" except Payroll (the check box beside payroll is blank) they can't access Payroll functions but they can run reports that contain confidential payroll information. Alternatively, if I limit their access to just Customers and Suppliers, their access is too restrictive; they can't record journal entries, view the chart of accounts, reconcile etc. Please let me know how I can restrict user access from viewing payroll reports while still having access to all other accounting functions. 

    J
    JamesM4
    Level 6
    December 29, 2022

    Hi kpotter1. Thanks for chiming in on this thread. It's important to note that the user role you've described above isn't available in the program. I can see the benefit of having this type of user and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Gear icon and looking for Feedback. In the meantime, feel free to check out this article here as it provides more info about: User roles and access rights in QuickBooks Online. Let me know if this info helps. I'll be one message away. 

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