There are situations wherein the owner or accountant choose to provide a restricted access to their employees in order to protect sensitive company information like bank balance and account numbers. This article will discuss how to create, modify and troubleshoot QuickBooks Desktop user login and restrictions.
Remove the Accounts Balances Visible by QuickBooks Desktop Users on the Home Page
The Home Page displays account balances for bank and credit card, Accounts Receivable and Accounts Payable accounts. A QuickBooks Desktop user's visibility to those account balances is dictated by the permissions assigned to that user.
A user's access rights must be restricted in order to keep them from seeing the account balances on the Home Page.
Solution 1: Update to the latest release
Solution 1: Create and restore Portable copy of the file
Solution 3: Perform Basic data damage troubleshooting
Secondary users that are not the Admin or External Accountant cannot open the Payroll Setup, even if they have full access and are in single user mode. The message received is:
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.
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.
Workaround: Set up the secondary user as an External Accountant