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QBO Advanced - User Permissions Question

 
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Old 01-10-2020, 09:46 PM   #1
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QBO Advanced - User Permissions Question


Quick question for all you QBO guys out there. I want to add a user that can do the basic task of classifying transactions. It looks like if I allow them to do that, they also HAVE to be allowed to add bank accounts and transfer money to them. Is there a safer way to have anyone but myself classify transactions? Thanks

-Have asked through QBO help customer support and they are clueless

Last edited by michaelangelo; 01-10-2020 at 09:47 PM. Reason: Additional info
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Old 01-10-2020, 09:53 PM   #2
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Re: QBO Advanced - User Permissions Question


I send over a file to my bookkeeper she downloads the file into her QB fixes all my mistakes and sends it back to me.


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Old 01-11-2020, 10:06 AM   #3
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Re: QBO Advanced - User Permissions Question


I do what you're asking about. I guess you just have to trust your accountant.
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