The only 3 choices for giving the Advance User role in ProConnect to someone is to select "Advance User with books admin", "Advance User with books access", and "Advance User" (no QBO access). For our Office Manager, I created a custom role that included most accesses to our Firm's books, just not our banking and reporting (could not see bank balances and couldn't print a firm P&L). We needed to add Advance User to her role so she could print returns, e-file when payment was received, etc. In adding this, the only choice that even came close was the Advance User with books access, which by default allows her to see our firm's bank balances, print our P&L, etc... and DOES NOT allow any changes or customization to take away anything. I called ProConnect to see if they could add the Advance User role for ProConnect to a perfected, custom QBO role, and I was told this wasn't possible... That the roles available were designed with a purpose. Intuit lists the suggested roles for "Advance User with Books Access" are tax admins, tax preparers and reviewers. Does any firm owner want a tax admin or tax preparer to have the ability to view the firm's bank balances at any given time, or the ability to print the firm's P&L? The answer is NO, in my humble opinion. This needs to be an added feature to custom QBO roles immediately!
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