How to Setting Up Restrict User Access in QuickBooks?

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Access to Sales and Accounts Receivable

A QuickBooks Premier or QuickBooks Pro user with Sales and assets access can perform the following:

Enter sales and returns(invoices, sales receipts, sales orders, and credit memos).
Create estimates and generate invoices from estimates.
Apply reimbursable expenses to sales.
Do progress billing.
Receive and deposit customer payments.
Process credit cards (QuickBooks Merchant Service).
Apply finance charges to late payments.
Maintain the purchasers & Jobs, Customer Type, Job Type, Customer Messages, Payment Method, and Ship Via lists.
Use the assets register and individual customer registers.
Customize sales forms.
Print sales forms and mailing labels. to permit printing, you want to select either Full Access or “Create and print transactions” under Selective Access.
Create assets , sales, and customer reports. to permit access to those reports, you want to select either Full Access or “Create transactions and make Reports” under Selective Access.
Enter statement charges and prepare statements. to permit this, select either Full Access or “Create and print transactions” under Selective Access.
Watch and print all associated sales and assets information within the Customer and Vendor Centers.

Access to Purchases and Accounts Payable

A QuickBooks Premier or QuickBooks Pro user with Purchases and accounts payable access can perform the following:

Enter and pay bills.
Enter reimbursable expenses.
Write purchase orders. Receive against purchase orders.
Enter mastercard charges.
Pay nuisance tax .
Maintain the seller , Vendor Type, and buy Orders lists.
Use the accounts payable register.
Customize purchase forms.
Print 1099 forms. to permit printing, you want to select either Full Access or Create and print transactions” under Selective Access.
Create accounts payable, purchase, and vendor reports. to permit access to those reports, you want to select either Full Access or “Create transactions and make Reports” under Selective Access.

Access to Checking and Credit Cards

A QuickBooks Premier or QuickBooks Pro user with Checking and credit cards access can perform the following:

Write checks for expenses (but not payroll checks).
Void checks.
Make deposits.
Pay bills.
Pay nuisance tax .
Enter credit memos and make credit memo refund checks.
Enter mastercard charges.
Print checks and deposit slips. to permit printing, you want to select either Full Access or Create and print transactions under Selective Access.

Access to Inventory

A QuickBooks Premier or QuickBooks Pro user with Inventory access can perform the following:

Write purchase orders.
Receive against purchase orders.
Maintain the list of inventory items.
Enter bills.
Edit an item’s history.
Build/unbuild assemblies (Premier only).
Adjust inventory.
Print purchase orders.
Create inventory, purchase, and vendor reports. to permit access to those reports, you want to select either Full Access or “Create transactions and make reports” under Selective Access.

Access to Time Tracking

A QuickBooks Premier or QuickBooks Pro user with Time tracking access can perform the following:

Prepare weekly time sheets.
Enter time for single activities.
Export and import Timer data.
Print time sheets. to permit printing, you want to select either Full Access or “Create and print transactions” under Selective Access.
Create time reports. to permit access to those reports, you want to select either Full Access or “Create transactions and make Reports” under Selective Access.

Access to Payroll and Employees

A QuickBooks Premier or QuickBooks Pro user with Payroll and employees access can perform the following:

Payroll and employees
Write and consider paychecks.
Pay payroll-related liabilities.
Found out year-to-date amounts.
Make adjustments to payroll liabilities.
Access the payroll service.
Prepare Forms 940, 941, W-2, and W-3.
Maintain the worker Center information.
Maintain payroll-related information about employees (example: Social Security numbers).
Print paychecks, pay stubs and forms W-2, W-3, 940, and 941. to permit printing, you want to select either Full Access or “Create and print transactions under Selective Access.
Create payroll reports. to permit access to those reports, you want to select either Full Access or “Create transactions and make Reports” under Selective Access.

Access to Sensitive Accounting Activities

A QuickBooks Premier or QuickBooks Pro user with Sensitive accounting activities access can perform the following:

Use online banking. Any access to sensitive accounting gives the user online banking access if the user also has PIN access.
Maintain the company’s Chart of Accounts.
Add the register for any record account, including undeposited funds.
Transfer funds between accounts.
Reconcile accounts.
Create budgets.
Make general journal entries.
pack up the corporate file .
Use accountant’s copy.
Create the payroll report that's available when the “Payroll reports only” preference is chosen within the Payroll Preferences window (this may be a different report than people who are available when payroll is fully turned on). to permit access to those reports, you want to select either Full Access or “Create transactions and make Reports” under Selective Access.
Print registers. to permit printing, you want to select either Full Access or “Create and print transactions” under Selective Access.

Access to Changing or Deleting Transactions Activities

A QuickBooks Premier or QuickBooks Pro user with Changing or deleting transactions activities access can perform the following:

This permission gives users the power to vary and delete transactions in areas where they need access. for instance , if an individual has access to sales only, that person can change invoices, credit memos, and sales receipts, but not transactions that originate in other areas (for example, paychecks).
Note: If you are doing not provides a user permission to delete transactions, he or she will still delete transactions they created as long as they were created during an equivalent QuickBooks session.
With Accountant Edition, you'll run the deadline Exception report back to quickly find all changes made before the deadline .
Changing closed transactions
To guard the books, you'll want to deny access to transactions entered before the last deadline . If a user doesn’t need access to those permissions, select No in response to the question about the deadline . By requiring permission to delete, add, or edit any transaction before a selected date, you'll discourage accidental or casual changes made in or with QuickBooks to closed periods, but still, make corrections when necessary.