Financial Software

Financial software questions? Ask IT support for answers ASAP

Ask an Expert,
Get an Answer ASAP!

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

Customer Question
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: 7 months ago.Category: Financial Software
Show More
Show Less
Ask Your Own Financial Software Question
Answered in 7 minutes by:
11/20/2017
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 months ago
AnswersByEric
AnswersByEric, Computer Support Specialist
Category: Financial Software
Satisfied Customers: 5,186
Experience: Over 10 yrs of electronics support and software development.
Verified

Hi! I'm Eric and I will be the expert assisting you today. I'll do all I can to provide you with excellent, 5-Star service. While I take a moment to read over your question, please read the following:

  • Offers you see for Remote Assistance or Phone Calls are not me recommending them, it is this website. I am more than happy to accept your request for one, but you don't have to.
  • Please keep this browser open. If you close it, open your email to find links back to this question.
  • I will keep helping you until you're satisfied, please ask as many follow up questions as you need by replying below.
Ask Your Own Financial Software Question
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 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?

Ask Your Own Financial Software Question
Customer reply replied 7 months ago
We use QuickBooks Pro Plus 2015.
Customer reply replied 7 months ago
No, I don't want to pay for a phone call.
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 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.

Ask Your Own Financial Software Question
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 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.

Ask Your Own Financial Software Question
Customer reply replied 7 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 7 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.

Ask Your Own Financial Software Question
Customer reply replied 7 months ago
Okay, thank you!
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 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 :)

Ask Your Own Financial Software Question
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 months ago

Did you have any follow up questions?

Ask Your Own Financial Software Question
Tech Support Rep: AnswersByEric, Computer Support Specialist replied 7 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 :)

Ask Your Own Financial Software Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tech support repLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask AnswersByEric Your Own Question
AnswersByEric
AnswersByEric
AnswersByEric, Computer Support Specialist
Category: Financial Software
Satisfied Customers: 5,186
5,186 Satisfied Customers
Experience: Over 10 yrs of electronics support and software development.

AnswersByEric is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Robert M.

Robert M.

Consultant

3,166 satisfied customers

30 yrs. of computer experience in financial and marketing departments.

Doug Millington

Doug Millington

Certified Public Accountant (CPA)

268 satisfied customers

Bachelor of Science Cornell University 1979 - CPA since 1981 - Certified QuickBooks ProAdvisor - 30+ years experience.

AnswerCPA

AnswerCPA

Advisor

175 satisfied customers

QuickBooks Pro Advisor

Leanne Stewart

Leanne Stewart

Quickbooks Pro Certified

153 satisfied customers

QuickBooks certified, in my own business for 7+ years.

David Bennett

David Bennett

Certified QuickBooks ProAdvisor

91 satisfied customers

16+ yrs exper. QuickBooks Specialist, contract accounting technician, consultant & trainer!

jgordosea

jgordosea

Enrolled Agent

80 satisfied customers

Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs

Tom K

Tom K

Assistant Information Systems Manager

47 satisfied customers

Experienced in the usage of Financial programs such as Quickbooks, Peachtree, and Quicken.

< Previous | Next >

Related Financial Software Questions
Quickbooks- I have several business charges that were made
Quickbooks- I have several business charges that were made on my persoanl CC. My personal CC is not linked with my QBO. What is the best method to allocate charges made for the business, with an accou… read more
Emilee Weaver
Emilee Weaver
Controller
Masters of Professional Accounting
90 satisfied customers
I need to purchase business software for a non-profit
I need to purchase business software for a non-profit community band that is supported by a separate entity a snack bar. I need to have these two accounts and need to have two to three separate admini… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
848 satisfied customers
Where is the best place to learn how to balance your books
Where is the best place to learn how to balance your books using quickbooks 2016 pro?? or what is the best software to keep your business finances organized..… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,328 satisfied customers
I'm trying to back up my quickbooks checking account to a
Hello, I'm trying to back up my quickbooks checking account to a Microsoft windows compatible file that I can email to my accountant. The accountant say's the file should end in qbw not qbb Could you … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,166 satisfied customers
Need someone familiar with quick books. Had an outstanding
Need someone familiar with quick books. Had an outstanding invoice for $1300. Customer paid via Square and because of the merchant fee the amount deposited into my bank account is less than 1300. So f… read more
fastfile
fastfile
Tax Advisor
Master's Degree
550 satisfied customers
Hi David, Our company QuickBooks program says at the top: (our
Hi David, Our company QuickBooks program says at the top: (our company name) (Accountant Changes Pending) QuickBooks pro 2012. This is not my forte and my cohort that normally handles the software is … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I have windows 8 (new computer, hp all in one pavilion 23)
I have windows 8 (new computer, hp all in one pavilion 23) and can not print checks and send invoices via webmail from quickbooks 2011 construction version. In my attempt to research, it stated I need… read more
Expert
Expert
Hi I am using Quickbooks 2011 For Mac Version V12.0.9 R10 I
Hi I am using Quickbooks 2011 For Mac Version V12.0.9 R10 I would like my accountant to have access to my information from his PC. Is this possible and if so how would I set this up... Thank you… read more
DrQuickBooksQuicken
DrQuickBooksQuicken
Chief Software Trainer and President
Bachelor\u0027s Degree
My small business has been using Quickbooks for the 18 months
My small business has been using Quickbooks for the 18 months to manage accounts. My partner wants to go to the online version as well as using the Quickbooks checks. We paid about $200.00 for the Qui… read more
fastfile
fastfile
Tax Advisor
Master's Degree
550 satisfied customers
Hello, We are a Quickbooks user and have a few questions
Hello, We are a Quickbooks user and have a few questions: 1) Can we use Qucikbooks as our customer relationship manager with multiple users, and if so be able to: a) those not involved in accounting o… read more
BridgetMartin
BridgetMartin
Consultant
Bachelor\u0027s Degree
32 satisfied customers
I own 3 corporations, 2 non-profit and 1 for profit, and my
I own 3 corporations, 2 non-profit and 1 for profit, and my accountant ,discovered recently that he has an accsses to my system from outside computer by accidentally seeing too many major accounting p… read more
BridgetMartin
BridgetMartin
Consultant
Bachelor\u0027s Degree
32 satisfied customers
I am on q-books 2010, my partner is on q-books 2011. I need
I am on q-books 2010, my partner is on q-books 2011. I need to provide him a file of our company file. Can i back up the file and give it to him to open into his application or do I need to export and… read more
Doug Millington
Doug Millington
Certified Public Accountant (CPA)
Bachelor's Degree
268 satisfied customers
I am using quickbooks 2007. I inadvertantly cancelled the
I am using quickbooks 2007. I inadvertantly cancelled the ability to inport accountant's changes. How do I/can I import accountants changes now?… read more
Doug Millington
Doug Millington
Certified Public Accountant (CPA)
Bachelor's Degree
268 satisfied customers
Hello! Our small non-profit is currently using Home & Business
Hello! Our small non-profit is currently using Home & Business 2010, and it seems to be missing a feature I enjoyed in my old Quicken 6 for windows. We need to be able to have three "levels" of data m… read more
Doug Millington
Doug Millington
Certified Public Accountant (CPA)
Bachelor's Degree
268 satisfied customers
We set up a new company for the new year as our budget lines
We set up a new "company" for the new year as our budget lines had a significant change. We expensed some items in 2010, but paid in 2011. I am trying to enter an opening balance (or somehow bring for… read more
Doug Millington
Doug Millington
Certified Public Accountant (CPA)
Bachelor's Degree
268 satisfied customers
I need serious help!!! I work for my brothers small business
I need serious help!!! I work for my brothers small business and we use quickbooks to enter in customers who have their windows clean. The main quickbooks file is on my laptop which I mainly work on f… read more
TX_Engineer
TX_Engineer
Software Engineer
Bachelor's Degree
55 satisfied customers
I started a medical marijuana collective. What kind of program
I started a medical marijuana collective. What kind of program should I get? I have little skills...… read more
David Bennett
David Bennett
Certified QuickBooks ProAdvisor
Certificate of Accounting (Honours)
91 satisfied customers
When Ive taken startup money for our baseball season it came
When I've taken startup money for our baseball season it came out of petty cash, but I never put it back into that account so now it shows that we have $1,455.00 in our current assets/petty cash accou… read more
David Bennett
David Bennett
Certified QuickBooks ProAdvisor
Certificate of Accounting (Honours)
91 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x