QuickBooks Enterprise – Custom User Permissions

These are the areas available in QuickBooks Enterprise to customize user permissions when creating a customized role.

Accounting

  • Accounting Tools
  • Asset Registers
  • Edit Closed Transactions
  • Equity Registers
  • General Journal
  • Liability Registers
  • Manage Fixed Assets
  • Working Trial Balance

Banking

  • Bank Feeds
  • Bank Registers
    • BANK 1
    • BANK 2
    • BANK 3
  • Checks
  • Credit Card Charges
  • Credit Card Registers
  • Deposits
  • Loan Manager
  • Reconcile
  • Transfer Funds

Centers

  • Customer Center
  • Employee Center
  • Vendor Center

Company

  • Bill Tracker
  • Billing Solutions Sign Up
  • Calendar
  • Company Information
  • Company Preferences
  • Enter Vehicle Mileage
  • Find All Transactions
  • Income Tracker
  • Insights On Homepage
  • Planning & Budgeting
    • Business Planning & Analysis
    • Set Up Budgets and Forecast
  • Print Labels
  • Remote Access
  • Set Closing Date & Password
  • Set Up Bank Feeds
  • Synchronize Contacts

Customers & Receivables

  • Accounts Receivable Accounts
  • Assess Finance Charges
  • Billable Time and Costs
  • Change Item Prices
  • Credit Card Refunds
  • Credit Memos
  • Estimates
  • Invoices
  • Override Credit Limit
  • Receive Payments
  • Sales Orders
  • Sales Receipts
  • Statement Charges
  • Statements
  • Undeposited Funds Account
  • Use Credit Card Numbers
  • View Credit Card Numbers

Employees & Payroll

  • Paychecks
  • Payroll Adjustments
  • Payroll Liabilities
  • Payroll Service Activities
  • Payroll Tax Forms

File

  • Backup
  • Clean Up Company Data
  • Export
  • Import
  • QuickBooks Advanced Reporting
  • Rebuild
  • Shipping
  • Verify

Lists

  • Chart of Accounts
  • Class List
  • Currency List
  • Customer & Vendor Profile Lists
    • Customer Message List
    • Customer Type List
    • Job Type List
    • Payment Method List
    • Sales Rep List
    • Ship Via List
    • Terms List
    • Vehicle List
    • Vendor Type List
  • Fixed Asset Item List
  • Inventory Site List
  • Item List
  • Other Names List
  • Payroll Item List
  • Price Level/Billing Rate Level List
  • Price Rule List
  • Sales Tax Code List
  • Templates List

Reports

  • Accountant & Taxes
    • Accountant & Taxes Detail
    • Accountant & Taxes Summary
  • Banking
  • Budgets & Forecasts
  • Company & Financial
    • Company & Financial Detail
    • Company & Financial Summary
  • Custom Transaction
    • Custom Transaction Detail
    • Custom Transaction Detail Limited
    • Custom Transaction Summary
  • Customers & Receivables
  • Employees & Payroll
  • Find Report
  • Inventory
  • Jobs
    • Jobs Detail
    • Jobs Summary
  • Memorized Report List
  • Mileage
  • Purchases
  • Sales
  • Time
  • Vendors & Payables

Time Tracking

  • Single Time Activity
  • Timer Export
  • Timer Import
  • Weekly Timesheet

Vendors & Payables

  • Accounts Payable Accounts
  • Adjust Quantity on Hand
  • Build Assemblies
  • Enter Bills
  • Item Receipts
  • Pay Bills
  • Pay Sales Tax
  • Print 1099s/1096
  • Purchase Orders
  • Sales Tax Adjustment
  • Transfer Inventory

 

The access level options you will have in some of these areas are:

  • None: No access to the area or activity.
  • Full: Permission for complete access (view, create, modify, delete, and print) to the area or activity.
  • View: Permission to view all data related to the selected item.
  • Create: Permission to create new activities, entries, or transactions.
  • Modify: Permission to modify existing activities, entries, or transactions.
  • Delete: Permission to delete existing activities, entries, or transactions.
  • Print: Permission to print, email, fax, and “save as PDF.”
  • View Balance: Permission to view all balances in the Chart of Accounts, Customer Center, and Vendor Center.
  • View Payroll Info: Permission to view payroll information listed in the employee record under the Payroll Info tab.

 

Check out our other article on User/Role Permissions on QuickBooks Enterprise

If you have questions about purchasing QuickBooks Enterprise or obtaining private consulting with QuickBooks Enterprise, contact Hector Garcia or Mario Guadamuz at 1-800-819-6307

Hector Garcia

Hector Garcia

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