I suggest you ...

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.

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    Lisa Nixon shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    270 comments

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      • drdebbossio commented  ·   ·  Flag as inappropriate

        More customization for limiting employee access to QBO funtionality. I want my employee to be able to perform specific actions in QBO, but I don't want her seeing the summary financials of my business.

      • clarke commented  ·   ·  Flag as inappropriate

        USERS SEEING TOO MUCH SENSITIVE DATA: COMPANY INCOME.
        I just purchased the online version after using the desktop version for several years and found the online user limitations only few and inflexible. if i hire a new employee there is no way i want them to start seeing the company's cash flow. and if i have a long term employee, i don't know what info he/she may be sharing with my competitors.
        Guys, this is a no-brainer. PLEASE FIX.

      • rolf commented  ·   ·  Flag as inappropriate

        Hello Micah Sampson, where are you???

        You commented March 5, 2013 that you have escalated this issue yet you have not visited this thread since. Can you tell us when this problem will be corrected? I am not able to use the five seat we paid for.

        I do not want to see a clerk authorized to write a check to a vendor to be able to see SENSITIVE profit and loss numbers or PAYROLL!

        Micah, when will this be corrected??

      • William Paine commented  ·   ·  Flag as inappropriate

        QBO seems to have been designed for sole-proprietors with no employees. Case in point: the splashy "snapshot" of the business financials on the opening screen. While a "nice to have" feature for a sole-prop, it's a complete breach of company privacy/security to have employees seeing this information every time they log in. Another case in point: businesses typically have lower level employees (office manager, A/R clerk, etc) receive and process payments from customers, and then deposit those receipts in the bank. Yet, QBO requires anyone making deposits to have full unlimited access. Again, that's a serious breach of company privacy/security.

        Here's the irony. QBO, by operating in the cloud, is ideal for larger more complex companies with multiple users and multiple business locations, and yet it is cripplingly blind to the needs of larger companies and seems determined to position itself as a sole-prop one-man-shop package. At some point, somebody is going to jump into the market gap that creates, and Intuit will find itself losing an awful lot of customers.

      • rolf commented  ·   ·  Flag as inappropriate

        Hi Heather, thanks for doing that. I am concerned though as the person claiming to be a manager, Micah Sampson, posted in this thread a year ago that this was escalated. Micah Sampson has not been heard of since so I am not sure what that means.

        We are actively looking for another solution as I can not utilize the five seats we paid for because of this and we can not operate our office as we did during Desktop.

        I simple can not have a person authorized to write a check to vendors also be able to see Profit & Loss and even worse: PAYROLL !

        What were they thinking and why are they not fixing it??

      • Heather Miller commented  ·   ·  Flag as inappropriate

        I just took a manager escalation for a customer today who indicated that this is a serious issue for him. He doesn't want his staff to see his P&L or Balance Sheet.

        Is there anything we can implement - another user that only has access to invoice customers but remove the access to the other private information that they don't need?

      • rolf commented  ·   ·  Flag as inappropriate

        This is BAD news. I see that the Micah Sampson, the manager for QB commented about a year ago on this thread by promising a solution for this and said it was "escalated" I was swayed over to QB Online by being told everything is the same as Desktop, just in different places. Yeah right.

        Please remove the Profit and Loss/Sales info in HUGE FONT on homepage for all seats and ALL to see. An employee authorized to write a check to vendor does NOT need to see this PRIVATE information. I paid for 5 seats yet I can not use them for anything because of this!

        I don't need this information on the homepage myself. Anyone walking behind me can see this PRIVATE information as it is in HUGE font. What is the point?

        If I need these numbers I will run a report. PLEASE FIX NOW or we will look for a different solution.

      • Dayna commented  ·   ·  Flag as inappropriate

        I fully agree! We have just a few employees that need to be able to order items, add customers and product and that's all. Obviously there is no way to do this. Will this be added in the near future?

      • Mark Kaley commented  ·   ·  Flag as inappropriate

        My decision to stay with QBO will depend on this issue getting resolved! I need to have ability for office manager to enter vendor bills without seeing the company bank register and accompanying payroll information. I do not mind that person seeing vendor registers and past vendor activity but, no need to see the company bank register. Just allow a shut-off of that function on the custom user set-up.

      • Justin commented  ·   ·  Flag as inappropriate

        Deposits, Journal Entries and Reconcile should be accessible functions below ALL Admin Rights. I was told a year ago when I signed up that this feature was coming soon.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I would be a huge help if there were more ways to customize users access. Mainly allowing access to income related activity without viewing business financials.

        Hide Financial Overview from certain users with access to estimates and invoicing.

      • jc commented  ·   ·  Flag as inappropriate

        Be able to select more access rights. More flexible to do that.

      • Lucas commented  ·   ·  Flag as inappropriate

        Granting limited access to users for estimates, invoices etc.

        I believe more options are to be provided. 1 very good example whereby Sales personnel are allow to issue estimates but the company DOES NOT want them to be able to view outstanding invoices open or due which is very sensitive. QBO does not allow this and this is a problem as it lacks flexibility

      • gordon commented  ·   ·  Flag as inappropriate

        I set up limited access for a shipping person to enter customer orders and print packing slips. Quickbooks thinks it is appropriate to show our company financial snapshot - displaying monthly gross income - to my shipping employee.
        What kind of baloney is this? This makes the multi-user feature totally useless.

      • mark commented  ·   ·  Flag as inappropriate

        I need a limited user option so my office manager can make deposits but not see the register or write checks. All of these suggestions are a very easy fix. Have a checklist for options you want any user to enable / disable. It's really not that hard and is obviously something every user needs. STOP DEVELOPING THINGS WE DON'T NEED AND LISTEN TO YOUR CUSTOMERS INSTEAD OF LISTENING TO DEVELOPERS WHO DO NOT USE THE SYSTEM ON A DAY TO DAY BASIS!

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree, we need to be able to defined what user can and can not see based on accounts or account types. Being able to have more details on what users can do and or see is very important.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be helpful for managers to be able to see time / cost to date without having to ask accounting for a report. They need to know if a project is on track or in danger of going over budget while there is still time to make adjustments.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hello? Anyone home here?

        This has been a top 4 vote-getting feature request for years, and has not gotten addressed at all.

        The worst of it is that all the payroll info can be viewed by the most basic level of users in the register! Fail.

        I wonder what happened to Micah Sampson "escalating" the issue "to the project managers and engineers." (see his post above) I guess nothing....

      • Anonymous commented  ·   ·  Flag as inappropriate

        We need to separate the ability to cut vendor PO's or enter vendor invoices from access to the checking account register where all payroll checks live.
        Same with customers, cutting bill of sale or payment receipt.

      QuickBooks Online Feature Requests: Users

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