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May 7, 2024

Team able to see practice bank account

  • May 7, 2024
  • 1 reply
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    1 reply

    Morgan_B
    QuickBooks Team
    May 7, 2024

    Thanks for joining us here in the Community, hassooo.

     

    I'm happy to lend a hand with your QuickBooks account.

     

    Just to make sure I'm on the same page, are you wanting restrict access that your team has so they aren't able to see the bank account? If so I can help you change those settings in your QuickBooks Online account. Here's how:

     

    1. Go to Settings ⚙ and select Manage users.
    2. Select the Roles tab. In the Action column, select Edit.
    3. Choose access for a role.
    4. Enter a Role name and description, then select Save Role.

     

    I'm linking a couple of articles that I believe you'll find helpful in the this process:

     

     

    If you're referring to something different please don't hesitate to let me know. I'll be here to help in any way that I can.