If the same thing happens, we can do basic troubleshooting to determine if this error is browser-related. From the Report period dropdown arrow, choose the reconcile period. Select the Account for the reconciliation report you want to view.Type Reconciliation Report in the Find report by name search bar.Go to Business overview and select Reports.We can run the Reconciliation Reports to see the bank reconciliation transactions. Also, the reports-only users can create custom reports and add report groups, however, can't view the actual transactions. Ī reports-only user can see all reports, except reports that show payroll or contact info, and can’t access the audit log. Thanks for taking the time to scour our Community space for potential solutions, ReportsOnlyQuestion. I'll be here to help if there's any questions. You'll be able to find a direct link to that article in MaryLurleenM's post. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.īe sure to review their support hours so you'll know when agents are available.įor more information about reports-only users, you can review the Roles that don’t count toward user limits section of our User roles and access rights resource.They can be reached while you're signed in. They'll be able to pull up your account in a secure environment, conduct further research into this issue, and create an investigation ticket if necessary. Since your user's able to see reports they shouldn't be capable of seeing, I'd recommend getting in touch with our Customer Care Team. I've reviewed our ongoing/solved investigations and can confirm that currently there's no records of these types of users being able to see reports that contain payroll details. Thanks for updating the Community, HopeChurch.Ī reports-only user can see all reports, except ones that show payroll and/or contact information. Though, you can also make a new thread in the Community space. I'm ready to help out again, so post a comment here if you have more questions. Just choose a topic and look for an article there. Looking for our help content to guide you in managing your transactions and other reports? Check out the list of our articles in our general support page. You can find more details about customizing your reports in this article: Customize reports in QuickBooks Online. For example, the Profit and Loss report has it but the Balance Sheet does not. There are others who don't have the Distribution account filter option. Note: This is only applicable to some reports. Make sure you share it to All so the user can view them. This is saved under the Custom reports tab. You can save this setting by clicking the Save report button.
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