{"id":976,"date":"2019-07-12T20:55:54","date_gmt":"2019-07-12T20:55:54","guid":{"rendered":"https:\/\/quickbookexperts.com\/Blog\/?p=976"},"modified":"2019-07-12T20:55:54","modified_gmt":"2019-07-12T20:55:54","slug":"how-to-permit-a-user-to-reconcile-bank-accounts-without-granting-admin-rights","status":"publish","type":"post","link":"https:\/\/quickbookexperts.com\/Blog\/how-to-permit-a-user-to-reconcile-bank-accounts-without-granting-admin-rights\/","title":{"rendered":"How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights."},"content":{"rendered":"<div class=\"lia-message-subject lia-component-message-view-widget-subject\">\n<div class=\"MessageSubject\">\n<div class=\"MessageSubjectIcons \"><\/div>\n<\/div>\n<\/div>\n<div id=\"bodyDisplay\" class=\"lia-message-body lia-component-message-view-widget-body lia-component-body-signature-highlight-escalation lia-component-message-view-widget-body-signature-highlight-escalation\">\n<div class=\"lia-message-body-content\">\n<p>This article serves as a guide on How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights. how to add, edit, and troubleshoot QuickBooks Desktop Pro and Premier User login and restrictions. and talk about How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights.<\/p>\n<h3 id=\"toc-hId-1623522921\">Set Up Users and Roles<\/h3>\n<\/div>\n<\/div>\n<table border=\"0\">\n<tbody>\n<tr>\n<td colspan=\"1\" rowspan=\"1\" width=\"99.5%\">\n<div>\n<p><b>For QuickBooks Desktop Enterprise users:<\/b><\/p>\n<ul>\n<li>QuickBooks Desktop Enterprise is the only version that can create a \u201cview-only\u201d user.<\/li>\n<li>Changing access for one user&#8217;s role affects all other users with the same role. If you want to change access for only one user, duplicate the role, assign the duplicate role to that user, and edit the permissions for the duplicate role.<\/li>\n<li>If you want to modify an existing user, select\u00a0<b>Edit User<\/b>. To view the summary of the restriction that was set up for the user profile, highlight the user, then select\u00a0<b>View User.<\/b><\/li>\n<li>In\u00a0<b>QuickBooks Desktop Enterprise 19.0<\/b>, you can now restrict access to certain areas used by certain users in QuickBooks.<\/li>\n<li>Learn more about\u00a0creating and modifying roles in QuickBooks Enterprise.<\/li>\n<\/ul>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ol>\n<li>Go to the\u00a0<b>Company<\/b>\u00a0menu, then select<b>\u00a0Set Up Users and Password\u00a0<\/b>&gt;\u00a0<strong>Set up<\/strong>\u00a0<b>Users<\/b>.<\/li>\n<li>Select\u00a0<b>Add User&#8230;<\/b><\/li>\n<li>Fill out the\u00a0<b>User Name<\/b>,\u00a0<b>Password,<\/b>\u00a0and\u00a0<b>Confirm Password<\/b>\u00a0fields, then select\u00a0<b>Next<\/b>.<\/li>\n<li>On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select\u00a0<b>Next.<\/b>\n<ul>\n<li>If you choose\u00a0<b>Selected areas of QuickBooks<\/b>, you can customize the restrictions for different areas of the company file for the newly created user by selecting\u00a0<b>No Access<\/b>,<b>\u00a0Full Access<\/b>,<b>\u00a0<\/b>or\u00a0<b>Selective Access.<\/b><\/li>\n<\/ul>\n<\/li>\n<li>When done, select\u00a0<b>Finish.<\/b><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1029\" src=\"https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2.png\" alt=\"How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights.\" width=\"849\" height=\"399\" srcset=\"https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2.png 849w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-300x141.png 300w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-768x361.png 768w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-830x390.png 830w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-230x108.png 230w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-350x164.png 350w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/07\/Screenshot-139-2-480x226.png 480w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><\/p>\n<h3 id=\"toc-hId--928634040\">Hide Account Balances from unauthorized users<\/h3>\n<p>The Home Page displays balances for accounts receivable, accounts payable, bank, and credit card accounts. To keep users from seeing the account balances, the user&#8217;s access rights must be<b>\u00a0restricted.<\/b><\/p>\n<ol>\n<li>From the\u00a0<b>Company<\/b>\u00a0menu, select\u00a0<b>Set Up Users and Password<\/b>\u00a0&gt;\u00a0<b>Set Up Users<\/b>.<\/li>\n<li>Highlight the user, then select\u00a0<b>Edit User&#8230;<\/b><\/li>\n<li>Choose\u00a0<b>Selected areas of Quickbooks\u00a0<\/b>radio button, then keep selecting\u00a0<b>Next<\/b>\u00a0until you are on the\u00a0<b>Sensitive Accounting Activities<\/b>\u00a0page<i>.<\/i><\/li>\n<li>Select\u00a0<b>No Access<\/b>.<\/li>\n<li>Keep selecting\u00a0<b>Next<\/b>\u00a0until you reach the end, then select\u00a0<b>Finish<\/b>.<\/li>\n<\/ol>\n<h3 id=\"toc-hId-814176295\">Resolve Unexpected Results<\/h3>\n<h4 id=\"toc-hId--2131007676\">Error: &#8220;There is already a user with that name&#8221; when adding a new QuickBooks user<\/h4>\n<div><b>1:<\/b>\u00a0Update QuickBooks Desktop to the latest release<br \/>\n<b>2: <\/b>Create or restore a QuickBooks portable company file<br \/>\n<b>3:<\/b>\u00a0Resolve data damage on your company file<\/div>\n<h4 id=\"toc-hId--388197341\">User with full access cannot open Payroll Setup<\/h4>\n<div>Even if they have full access and are in single-user mode, secondary users that are not the Admin or External Accountant cannot open the Payroll Setup. If they try to open the Payroll Setup, they will get the error message:<\/div>\n<p><b>Only the QuickBooks administrator or an External Accountant can perform this action. You must reopen the company file and log in as the Admin or External Accountant to do this.<\/b><\/p>\n<div>Restriction to the full payroll setup is as designed. Only the QuickBooks Administrator or an External Accountant can perform this action. If the secondary users have full access, they can still access the change payment method and change filing method portions of payroll setup from the payroll center.<\/div>\n<h4 id=\"toc-hId-1354612994\">Users without payroll permissions can see payroll information on reports and the calendar<\/h4>\n<div>To resolve this issue, you need to remove sensitive reporting.<\/div>\n<ol>\n<li>Sign in as the QuickBooks Admin.<\/li>\n<li>Go to the\u00a0<b>Company<\/b>\u00a0menu, then select\u00a0<b>Setup Users and Passwords<\/b>\u00a0&gt;\u00a0<b>Set Up Users<\/b>.<\/li>\n<li>Highlight the user, then select\u00a0<b>Edit User<\/b>.<\/li>\n<li>Follow the Change User Password and Access wizard to remove sensitive reporting access.<\/li>\n<\/ol>\n<div><b>Note:<\/b>\u00a0If the user has access to sensitive accounting reports like Balance Sheet or Profit &amp; Loss, they will still see the names and amounts on paychecks.<\/div>\n<div><\/div>\n<h4 style=\"text-align: center;\">Still Stuck?<\/h4>\n<h4 style=\"text-align: center;\">Call: <a href=\"tel: +1-(818)-900-9884\">+1-(818)-900-9884<\/a><\/h4>\n<h4 style=\"text-align: center;\"><a href=\"http:\/\/tawk.to\/quickbookexperts\">Chat Live to the Customer Care Executive\u00a0<\/a><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>This article serves as a guide on How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights. how to add, edit, and troubleshoot QuickBooks Desktop Pro and Premier User login and restrictions. and talk about How to Permit a User to Reconcile Bank Accounts without Granting Admin Rights. Set Up Users and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,1,6,8,5,4,2045],"tags":[],"class_list":["post-976","post","type-post","status-publish","format-standard","hentry","category-other-questions","category-quickbooks","category-quickbooks-desktop","category-quickbooks-mac-desktop","category-quickbooks-mobile","category-quickbooks-online","category-quickbooks-payments"],"_links":{"self":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/976","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/comments?post=976"}],"version-history":[{"count":0,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/976\/revisions"}],"wp:attachment":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/media?parent=976"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/categories?post=976"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/tags?post=976"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}