March 25, 2024

Access Selection – Quickbooks Enterprise

Select the type of access you want to apply to a user:

(e.g: User1: 1, 4, and 7)

  1. Accountant: This role is designed for your bookkeeping or accounting staff. Access to areas/activities such as Journal Entries, Chart of Accounts, Setting Closing Date & Password, Accountant & Taxes and Company & Financial reports. This role needs Intuit account.
  2. Accounts Payable: This role is designed for your Accounts Payable staff members. Access to areas/activities such as entering and paying bills, Purchase Orders, and Vendors & Payables reports.
  3. Accounts Receivables: This role is designed for your Accounts Receivable staff members. Access to areas/activities such as Invoices, Receive Payments, Statements, Credit Memos, and Customers & Receivables reports.
  4. Banking: This role is designed for your staff members who need access to areas/activities such as bank accounts, checks, deposits, credit card charges, Reconcile, and Banking reports.
  5. Finance: This role is designed for your finance staff members who need to be able to view most financial data. Access to areas/activities such as Planning & Budgeting, bank accounts, asset, equity, and liability accounts, and Company & Financial reports. This role needs Intuit account.
  6. Full Access: This role is designed for staff members who need full access to the company file with the exception of access to company information, company preferences, Archive & Condense, importing and exporting data, and setting file Closing Date & Password. This role needs Intuit account.
  7. Inventory: This role is designed for your staff members who work with inventory. Access to areas/activities such as Adjusting Quantities on Hand, Build Assemblies, Item Receipts, and Inventory reports.
  8. Purchasing: This role is designed for your purchasing staff members who need access to Purchase Orders and Purchases reports.
  9. Sales: This role is designed for your sales staff members who need access to Sales Orders, Sales Receipts, Sales reports, Estimates, and all information in the Customer list.
  10. View Only: This role is designed for “view-only” access to most areas of the company file. Creating, modifying, deleting, and printing are not allowed. This role needs Intuit account.
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