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
