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February 25, 2026
Question

qb access issue - how to give financial person to view qp payroll report - ? new version ?

  • February 25, 2026
  • 1 reply
  • 3 views

qb access issue - how to give financial person to view qp payroll report - ? new version ?

1 reply

QuickBooks Team
February 25, 2026

Hi there, Support95. Allowing someone access to your QuickBooks Payroll reports depends on whether you want them to have full access to your financial records or only a view-only glimpse of the information.

 

To get started, you can assign them a user role that best fits their needs. Here's how:  

 

  1. Go to the Gear Icon ⚙, then select Manage users.
  2. Click Add user, then enter their personal information.
  3. In the Assign Roles ▼ dropdown, choose the appropriate role.
  4. Review the permissions associated with this role. You can expand each section for details.
  5. Click Send invitation.

 

If needed, you can create and customize a new role. Alternatively, if the person is your CPA or a professional bookkeeper, consider adding them as an In-house Accountant.

 

This thread remains open if you need additional help with managing users in QuickBooks.