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February 1, 2021
Question

Hi if access is given to client then how he can get profit and loss view on his dashboard?

  • February 1, 2021
  • 1 reply
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1 reply

Rubielyn_J
Level 8
February 1, 2021

I can provide some insights about giving access to clients to view the profit and loss, @nisha2.

 

Once you add a user in QuickBooks online, you can manage their roles and limit their access to specific tasks. When you assign the standard user role to your client, they can see the profit and loss in the dashboard.

For more info, please refer to this article: User management.

 

Moreover, I recommend visiting this website: An Introduction To The Home Dashboard. It provides you tasks on how to manage the page so you'll have a real-time overview of your company finances. 

 

Please don't hesitate to leave a comment down below. I'll be more than happy to help you out. Stay safe always.