Auditor Access
Similar to the "accountant" role, Quickbooks Online should have a view only access user/role which encompasses all reports and activity and audit log but no edit abilities for for company Auditors, Board members, Executives, or any other proper personnel associated with a company that should be given full access to the books with no risk they'll accidently manipulate the data.
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Ashlie Zen commented
As the owner of ESA Tours, a Dubai-based adventure tourism company, we rely on QuickBooks Online to manage everything from customer bookings to vendor payments and monthly financial reporting.
Quite often, we need to provide access to external auditors, board members, or executive partners who must review our financial reports and audit logs. However, QuickBooks currently doesn’t offer a dedicated “view-only” role that gives complete visibility without edit permissions.
A role similar to the Accountant view — but strictly read-only — with access to reports, dashboards, and activity logs (while preventing edits) would be incredibly valuable. It would enhance transparency, reduce risks, and make collaboration with stakeholders much smoother.
We kindly request that you consider adding this feature, as it would greatly benefit small businesses like ours that prioritize both security and clear financial oversight.
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The Dune buggy Dubai commented
As the owner of an adventure tourism company, TheDuneBuggyDubai.ae, we use QuickBooks Online to manage our financials — from customer bookings to vendor payments and monthly reporting.
We often need to give access to external auditors, board members, or executive partners who must review our financial reports and audit logs. However, there’s currently no “view-only” role that allows full visibility without edit access.
Just like the Accountant role, a view-only user role that includes full access to reports, activity logs, and dashboards (but with zero ability to edit) would be extremely useful. It would reduce risk while keeping stakeholders informed.
Please consider adding this feature. It would be a big help for small businesses like ours that need secure, transparent collaboration.
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Michaela
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I completely agree! I've been in this situation before, needing to grant access to our auditor but terrified they'd inadvertently change something. It's a constant worry. A read-only audit role is essential for peace of mind and data integrity. Speaking of peace of mind, sometimes I just need to unwind with a silly game. Have you ever tried https://cc3dgame.com? It's surprisingly relaxing after a long day of balancing the books.
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Sarah Barron
commented
Ever struggled giving auditors read-only access to reports? Absolutely! I once had to create a whole new user group and custom permission set just to prevent accidental data modification while allowing access for compliance checks. Was it painful?
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