In QBOA is there a way to limit client access for firm team member, as can be done for user access (Full, Basic, Custom)?


Hi there, SnapCFO,

You can control individual client access for each user. 

There are settings that can be modified under the three levels of access to modify the desired access for the user.

When any setting is modified, outside of what is set by selecting Full or Basic access, the access level will be changed to Custom.

These are the three categories:

  • Full Access 
    - Add, edit, and remove users.
    - Add, edit, and remove clients.
    - Edit company settings for the firm.
    - Manage subscriptions.
    - View subscription alert messages.
  • Basic Access 
    The firm's accounting features, including books.
    - Subscription and billing.
    - Subscription alert messages.
  • Custom Access
    - Custom access to administrative functions for the firm.
    - Custom access to managing clients.
    - Custom access to the firm's books.
    - Administrative access to client QuickBooks.

If you need to edit their access:

  1. From the Navigation menu, select Your Practice, then Team.
  2. Click the name of the team member you wish to edit.
  3. Click the Firm Administration and Books tab.

For additional information, you can read through these articles:

This answers your concern for today.

Let me know if you have follow-up questions by leaving a comment below. I'm always around whenever you need help.
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