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April 3, 2019
Question

Why cannot I setup an user to only work on the customers, send the VAT return and then only can view reports?

  • April 3, 2019
  • 1 reply
  • 0 views
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1 reply

Level 9
April 3, 2019

Hi cvclaudineventer,

 

In QuickBooks, when you choose to select the limited access rights of the user, you are only allowed to select either Customer or Vendor. That said, you can work on any customer/vendor related transaction including sending the VAT return.

 

The report only is not included in the user limitation. It is a different user type in QuickBooks, which only allows the user to see all reports except the one that shows payroll or contact information.

 

Please check out this article for your reference: Understanding user types and permissions.

 

Reach out to me if you have more questions. I'm here to help.