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Unable to reconcile a bank account when logged in as an External Accountant

When logged in to a data file as an External Accountant, you cannot reconcile bank accounts. You see this error:

You need 'View' access underbank account to perform this action. Ask the QuickBooks Administrator to grant you this permission.

A conflict with the default permissions for the External Accountant user type is preventing you from reconciling the bank account.

How to fix it

To resolve this issue:

  1. Perform basic data damage troubleshooting.
  2. Log in as the External Accountant user and reconcile the bank account.
KB ID# SLN43590
10/21/2016 1:12:30 PM
QYPPRDQBKSWS03 9138 Pro 2017 40be9b