Make the user rights more flexible and customizable
more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.
Any help with this matter would be greatly appreciated. As our company grows, I can say that without greater user flexibility, unfortunately we will have to make a move to another program that is slightly more diversified.
Z Twist commented
I was really, really disappointed and frustrated with the misleading info that I could configure my permissions so that other QBO users would not see payroll info. The permissions are very far from that flexible. In fact, there are only two such access options and both of them allow access to payroll info either by viewing the payroll tab or the register (which includes check names and amounts). The only "solution" is to set them up to have basically no permissions at all, such that they can't really do or help with any basic tasks in QBO. This was a HUGE let down for me.
PLEASE fix the permissions settings so that payroll info can truly be hidden from other QBO users.
Simply create an access/permissions option specific to payroll that does the following for the user:
- Greys out the Employees tab
- Makes payroll entries in the register either anonymous (listig payee as "Payroll" or something) or entered as an aggregate total.
- Leaves everything else accessible if desired (making deposits, writing checks, etc.)
If this does not happen soon, I will be forced to leave QBO Payroll because I need to transfer QBO responsobilities to my team members but currently cannot as they would have to have access to everyone's payroll numbers.
This is a CRITICAL issue. Permissions are much more customizable with the desktop version, and one of the main benefits of the program. The customization of "Access Rights" in the online version is far too limited. Intuit, are you working on improving this issue??
As with others, we are small business that would like to limit what our employees/users can access. We had it set up well with the desktop version, but are now forced to change our methods with the online version. Why didn't you just make the permissions settings the same as the desktop version?!
Barbara Wetzel commented
Also see: add levels of security post
Discusses same issue, separation of duties and limited access to certain areas is a vital part of accounting.
Payroll confidentiality is a must! Our employees are "Vendors" in QBO, so all payroll info is visible to every user. This prohibits me from delegating tasks. Huge time/cost killer! :(
I can't make our employees, "Employees" due to multi-member LLC ownership status. Tried outsourcing the payroll to QB, however this option isn't offered with our unique situation.
Winnie Bade commented
Before the new payroll system was implemented last year, only the total payroll was visible in the check register. Now, each employee's name is listed along with net pay. I had to cut all staff off from running reports.
Judy Wilkes commented
We have 3 people working daily in QB. I really need to be able to exclude access to the banking information and check writing from my purchasing and a/p staff. Lisa detailed this very well. Thank you.
Stanley Quayle commented
Yes, the rights need to be much granular. My accountant, for example, shouldn't be able to write checks, create quotes and PO's, etc. I don't have a problem with him looking at the information, but creation should be locked out.