User Permisssions

Yes, there is a way, @PremierRef2019. I'm here to help you identify the specific rule for your users.

When setting up restricted access, ensure you log in as an admin user of the company file. To restrict users from the received payment window, you can create a custom role that specifies which areas of the account your user can only access.

Here's how:

1. Go to the Company menu, then select Users.
2. Select Set Up Users and Roles.
3. Enter the admin password, then select OK.
4. Select the Role List tab, then click New.
5. Give the role a name and description.
6. In the Area and Activities section, select Customer and Receivable, then click the + icon to view other accounts.
7. Click the Receive payment, then choose None if you don't want them to access the receive payment window
8.  Review each area and select None, Full, or Partial to set the role's permissions.
9. Once you set permissions for each area, select OK to save.

To apply the new permission created. Here's how:

1. Go to the Company menu, then select Users.
2. Select Set Up Users and Roles.
3. Enter the admin password, then select OK.
4. Select the User List tab, then select Edit.
5. In the Available Roles section, choose the user's roles, then click Add.
6. Select OK.

Furthermore, I'll add this article that may help manage your future generated reports: Customize reports in QuickBooks Desktop.

Please let us know if you have other queries about user permission. We're always here to help. Have a nice day.

Thank you, i was looking for a more specific on which section to edit. I know how to edit the roles, just not how to remove viewing the received payments portion.