QuickBooks Desktop Enterprise application comes with many predefined roles, with preset access to certain activities, lists or reports. QuickBooks is feature enabled software, which support multi-users allowing the owner to set up permission for different rights for different users. One has option to restrict access to specific lists and reports group based on users roles. Restricting user permissions helps limit errors and keeps your company’s information secure.
How to set up QuickBooks Enterprise Permissions:
In an organization, all the employees need access to the QuickBooks depending on the nature of the job. For example, all the members need Time tracking tool to log their work hours, few may need access to inventory management sheet and other may need customers personal information or credit card numbers, hence based on users role one can customized the assess rights to be given to the users. Let us go through the steps involved in setting up permission in QuickBooks Enterprise:
How to Set-up Role:
- Start QuickBooks Desktop Enterprise and click on “Company” menu bar and now click on “Set-Up Users and Roles”
- Next click on “set up users” to open the “User List” dialog box (if users has already has been given permission for certain rights that need changed or modified.
- In case of creating new role Click on the “Role list” tab and then click on “New” button
- Now one need to “enter the name of the role” in the “Role Name” field or select an existing role appearing in the dialog box.
- “Assign” access levels to the activities for which permission is to be given to the user and now click on “OK” button to set up the role.
If problem stills persists, it is sensible to approach our QuickBooks Technical support expert for concern related with Setting up QuickBooks Enterprise Permissions to resume work.
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QuickBooks Desktop Enterprise has feature to define roles, setup distinct user-access to certain activities and reports including view-only, create, modify, delete and take print. One can use any of the pre-defined roles, customize them to suit your needs or create your own. All users must be assigned a role and will have access to certain lists or reports including Accounts Receivable, Accounts Payable, Banking, Sales and Payroll Manager.