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March 11, 2020
Question

Why the user with "Report Only" access cannot run Customer Contact List report?

  • March 11, 2020
  • 1 reply
  • 2 views
No text available

1 reply

AddieC
Level 5
March 11, 2020

Hi there, 

 

QuickBooks Online allows you to set up different user types based on how much you'd like your employees to have access to. Allowing your user to review the Customer Contact List report means that you may have to adjust their access levels. I'll explain the limitations of the reports-only user. 

 

Reports-only users can see all reports except the Audit log (reports that show payroll or contact info). They can create custom reports and add report groups, but they can't view the actual transactions. They can't see reports that show contact info.

 

If you'd like to adjust this user's access, follow the steps in this article: Add, delete, or change user access

 

This article will explain the steps needed in order to adjust your user's access so your business can run more smoothly. 

 

If you have any other questions, please reach out to our tech support team.

 

Cheers.