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Roles and permissions in ProConnect Tax

by Intuit• Updated 4 days ago

Roles and permissions are generally aligned between ProConnect Tax and QuickBooks Online accounts. Generally there are two types of User roles in ProConnect Tax: Advanced and Standard. Learn more about the differences here.

Advanced User roles (Only applicable for ProConnect Tax users)

Role Title	Role Description	Prior Role	User access credit required?
Advanced tax and books admin	Users added to this role can see and do everything in both ProConnect Tax and QuickBooks. This includes sending money, changing passwords, adding users, purchasing, and e-filing. +Advanced tax permissions	Company Admin	Yes
Advanced tax and books access	Users added to this role get access to the majority of the features within Quickbooks and ProConnect Tax including Advanced tax permissions by default. Users won't have access to admin privileges including account management, adding users, subscriptions and billing, and viewing the firm’s books. +Advanced tax permissions customizable by firm admins	Standard all access	Yes
Advanced tax access	Users added to this role have all of ProConnect Tax's Advanced tax permissions, as well as a few other permissions by default, but can't use accounting features. These users won't have access to the firm’s books, or client administrative access. +Advanced tax permissions customizable by firm admins	Standard no access	Yes

Standard User roles (applicable for both QuickBooks and ProConnect Tax users)

Role title	Role description	User access credit required?
Company admin	Users added to this role can see and do everything within ProConnect Tax and QuickBooks Accountant. This includes sending money, changing passwords, adding users and purchases. This role does not have access to advanced tax permissions in ProConnect Tax. Not everyone should be an admin.	No
Standard all access	Users with this role get full access without admin privileges in QuickBooks Accountant, plus access to Payroll. No access to Advanced tax permissions in ProConnect Tax.	No
Standard no access	Users added to this role have some permissions in QuickBooks Accountant, but can't use accounting features. No access to Advanced tax permissions in ProConnect Tax.	No
Standard limited customers only	Note: This role is discontinued and is not available to assign to new users from May 2024. Users added to this role can see and do everything with Customers and Sales, and Vendors and Purchases.	No
Standard limited vendors only	Note: This role is discontinued and is not available to assign to new users from May 2024. Users added to this role can see and do everything with Customers and Sales, and Vendors and Purchases.	No
Standard limited customers and vendors	Note: This role is discontinued and is not available to assign to new users from May 2024. Users added to this role can see and do everything with Customers and Sales, and Vendors and Purchases.	No
Standard all access without payroll	Note: This role is discontinued and is not available to assign to new users from May 2024. Users added to this role can see and do everything with Customers and Sales, and Vendors and Purchases.	No
Payroll manager	Users added to this role have access only to payroll, expenses and payroll reports.	No
Expense manager	Users added to this role have access only to expense transactions and vendors.	No
Sales manager	Users added to this role have access only to sales transactions and customers.	No

ProConnect Tax Online

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