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Is there a way for someone to access a QuickBooks account…

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Hi. Is there a...

Hi. Is there a way for someone to access a QuickBooks account but not be able to enter or change anything?

Accountant's Assistant: The Financial Software Technician will know how to help. Please tell me more, so we can help you best.

I am currently the only one responsible for using our nonprofit organization's QuickBooks account. A board member would like to access the account to be familiar with how the books are kept. I have been advised to not let him be able to enter anything or change anything I do, but if he could be able to just look at the account he may be happy.

Submitted: 5 months ago.Category: Financial Software
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Answered in 7 minutes by:
11/20/2017
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago
AnswersByEric
AnswersByEric, Computer Support Specialist
Category: Financial Software
Satisfied Customers: 5,135
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Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

Well, the answer is yes and no. It depends on what version of Quickbooks you are using, which one does your nonprofit use?

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Customer reply replied 5 months ago
We use QuickBooks Pro Plus 2015.
Customer reply replied 5 months ago
No, I don't want to pay for a phone call.
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

No problem, in my first response to you I explained that you can ignore those auto-requests by the website if you do not want them.

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Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

Unfortunately, Pro and Premiere versions of Quickbooks cannot set a user to "Read Only" mode, only the Enterprise edition can do that. Does he need to always have access, or can you just allow them to view it with you on a scheduled basis? Because then, you could share your screen with him and he would be able to see it, but not do anything, so you can still say he does not have access to change anything.

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Customer reply replied 5 months ago
he could not access it from his computer, he would have to look at mine?
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

Well, in order to ensure that he could not change anything, you could share your screen(not remote control of your PC). That way he could SEE what you see, but not do anything. However, you would need to be present to change the screen, etc., to show him what he needs to see. There is no other way to let him see it in quickbooks, without him having some type of access--without getting the Enterprise version.

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Customer reply replied 5 months ago
Okay, thank you!
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

No problem!

If you need help with that process, let me know. Please don't forget to rate my service to you at the top of the page :)

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Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

Did you have any follow up questions?

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Tech Support Rep: AnswersByEric, Computer Support Specialist replied 5 months ago

If you don't, please take 2 seconds to rate my service with the 5-star options at the top of the page and hit submit so I am credited with helping you this evening :)

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