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.
Definitely this. I have accountants access to clients accounts I want to limit my staff so they don't have the ability to make checks or ACH payments but still have the ability to enter bills and transactions.
Meta4 Foods commented
I had wanted to use the QB mobile app for my delivery drivers so that they could take signatures directly into invoices but without an option for limited access, the drivers are then privy to all sales history for the company. this is not a workable option obviously.
Each section should have assignable rights. My main goal is to block payroll from everyone, but I can't do that because in order to do some things they need to do - payroll is automatically included which is crazy. That's one of the most confidential things in a business. This means that when a customized invoice for a contractor is needed - I have to stop what I'm doing, go into the invoice and set it to the correct invoice template. This should be something anyone with access to create an invoice should do.
I also had to take over doing the bank deposits.
I'm not that concerned with them seeing the check register - I need payroll blocked so I don't have to disrupt my days doing things they should have access to do.
It would help to let the staff have access without being able to see check registers.
Kagan Mustafa commented
I don't want my users to be able to see our reports and sales. I want my project managers to be able to issue estimates but not see the numbers for other staff / sales / etc.
About Time all that Asking the question, Now the Question i when will it be compleated???
They do listen. It took 1700 days and 2200 votes to put that Under Review tab. Let's see how long it will take to "Completed" status.
Sam Fragello commented
Over 2000 votes and still ignored! Why do my reps need to know my item costs????
Scott Whetsell commented
I would like to be able to have users enter inventory activity, or issue invoices without complete access to company finances. The user rights management in this program is terrible from what I have seen.
Elias Dominguez commented
User rights should be separated even more. I would like one of my bookkeepers to be limited to data entry in the vendor side, no rights to entering data on the client side.
Lisa Nixon commented
Thanks Alex for trying to get my issue to posted on here sorted. We should all start to bombard their support lines to make certain this gets raised to the top priority. This is what support told me earlier this week. The more people that raise this more more likely this will be reviewed.
Kind Regards Lisa
Raised again by Irene, We all need to start taking to the support team to get this raised further. There is no update for this issue. When will it be reviewed???
Just been told this has been raised to the engineers and developers. Question is why hasn't this been reviewed yet????
Just want other users to add accounts and delete accounts without seeing private information. Enter Jounals, Pay bills.
Jake S commented
as a ProAdvisor its also awkward that a Team member who takes care of our books needs to have access to each customers books to have them visible within our books to make a recurring transaction. If they have access to that area of ours they should see all customers not just the ones they manage.
Martin Froud commented
The user settings are ridiculous. We are using Quickbooks plus and a regular or custom user can see all sensitive information such as wages. Surely there needs to be the flexibility that is available in desktop Premier.
This is make or break for us as to whether we continue to use QB online.
Needing to add limited users to only access purchase orders. That's it!
Peter Winters commented
I've used QB for 15+ years. I now use QB 2016. The Home Page has always put vendors on top of customers. It's a semantic, but it would be great one if I could customize the home page the way I want to see it. However; if it needs to be fixed for some reason, two put customers at the top. And three, at least allow a check box of preferences as to what I see even if it's in a fixed location. Thank you
Lisa Nixon commented
Hi everyone great to see so many votes and yet Quickbooks doesn't seam to care about their customers. I wrote this back in 2012 come on now this is getting ridiculous. I will be moving to a different program is this doesn't get reviewed or the changes are made. You have 2 months to get your act into gear before I make the move.
Need this Pronto. Need more employees to be able to add accounts. Bit stupid how you can enter a bill but because the account has not been entered before you can't enter the new account you have to get someone else to enter it for you.
Main things we want other users to be able to do are.
1. enter bills and be able to add accounts.
2. Reconcile bank accounts
3. Pay bills.
4. Access to Vendor information.