You can create custom Roles in QuickBooks Enterprise that give specific and limites access permissions to the users on certain areas of QuickBooks Enterprise, there 127 specific areas within QuickBooks which you can choose the level of access, ranging from NONE (no access whatsoever) to FULL (complete access to the area and information contained within it) to everything in-between, like Create, Modify, View, Delete, Print, etc…

Here is a 15 minute video we did on the subject matter:

Category

Area

Options

Accounting Accounting Tools None / Full
Accounting Asset Registers None / Full / View / Print
Accounting Edit Closed Transactions None / Full
Accounting Equity Registers None / Full / View / Print
Accounting General Journal None / Full / View / Create / Modify / Delete /Print
Accounting Liability Registers None / Full / View / Print
Accounting Manage Fixed Assets None / Full
Accounting Working Trial Balance None / Full
Banking Bank Feeds None / Full
Banking Bank Registers None / Full / View / Print
Banking Checks None / Full / View / Create / Modify / Delete /Print
Banking Credit Card Charges None / Full / View / Create / Modify / Delete
Banking Credit Card Registers None / Full / View / Print
Banking Deposits None / Full / View / Create / Modify / Delete /Print
Banking Loan Manager None / Full
Banking Reconcile None / Full
Banking Transfer Funds None / Full / View / Create / Modify / Delete
Centers Customer Center None / Full / View / Create / Modify / Delete / Print / View Balance
Centers Employee Center None / Full / View / Create / Modify / Delete / Print / View Payroll Info
Centers Vendor Center None / Full / View / Create / Modify / Delete / Print / View Balance
Company Bill Tracker None / Full
Company Billing Solutions Sign Up None / Full
Company Business Planning & Analysis None / Full
Company Calendar None / Full
Company Company Information None / Full / View / Modify
Company Company Preferences None / Full
Company Enter Vehicle Mileage None / Full
Company Find All Transactions None / Full
Company Income Tracker None / Full
Company Insights On Homepage None / Full
Company Planning & Budgeting None / Full
Company Print Labels None / Full
Company Remote Access None / Full
Company Set Closing Date & Password None / Full
Company Set Up Bank Feeds None / Full
Company Set Up Budgets and Forecast None / Full
Company Synchronize Contacts None / Full
Customers & Receivables Accounts Receivable Accounts None / Full / View / Print
Customers & Receivables Assess Finance Charges None / Full
Customers & Receivables Billable Time and Costs None / Full
Customers & Receivables Change Item Prices None / Full
Customers & Receivables Credit Card Refunds None / Full / View / Create / Modify / Delete
Customers & Receivables Credit Memos None / Full / View / Create / Modify / Delete / Print
Customers & Receivables Estimates None / Full / View / Create / Modify / Delete / Print
Customers & Receivables Invoices None / Full / View / Create / Modify / Delete / Print
Customers & Receivables Override Credit Limit None / Full
Customers & Receivables Receive Payments None / Full / View / Create / Modify / Delete
Customers & Receivables Sales Orders None / Full / View / Create / Modify / Delete / Print
Customers & Receivables Sales Receipts None / Full / View / Create / Modify / Delete / Print
Customers & Receivables Statement Charges None / Full / View / Create / Modify / Delete
Customers & Receivables Statements None / Full
Customers & Receivables Undeposited Funds Account None / Full / View / Print
Customers & Receivables Use Credit Card Numbers None / Full
Customers & Receivables View Credit Card Numbers None / Full
Employees & Payroll Paychecks None / Full / View / Create / Modify / Delete / Print
Employees & Payroll Payroll Adjustments None / Full
Employees & Payroll Payroll Liabilities None / Full / View / Create / Modify / Delete / Print & E-pay
Employees & Payroll Payroll Service Activities None / Full
Employees & Payroll Payroll Tax Forms None / Full / View / Create / Modify / Delete / Print & E-file
File Backup None / Full
File Clean Up Company Data None / Full
File Export None / Full
File Import None / Full
File QuickBooks Advanced Reporting None / Full
File Rebuild None / Full
File Shipping None / Full
File Verify None / Full
Lists Chart of Accounts None / Full / View / Create / Modify / Delete / Print / View Balance
Lists Class List None / Full / View / Create / Modify / Delete / Print
Lists Currency List None / Full / View / Create / Modify / Delete / Print
Lists Customer & Vendor Profile Lists None / Full / View / Create / Modify / Delete / Print
Lists Customer Message List None / Full / View / Create / Modify / Delete / Print
Lists Customer Type List None / Full / View / Create / Modify / Delete / Print
Lists Fixed Asset Item List None / Full / View / Create / Modify / Delete / Print
Lists Inventory Site List None / Full / View / Create / Modify / Delete / Print
Lists Item List None / Full / View / Create / Modify / Delete / Print
Lists Job Type List None / Full / View / Create / Modify / Delete / Print
Lists Other Names List None / Full / View / Create / Modify / Delete / Print
Lists Payment Method List None / Full / View / Create / Modify / Delete / Print
Lists Payroll Item List None / Full / View / Create / Modify / Delete / Print
Lists Price Level/Billing Rate Level List None / Full / View / Create / Modify / Delete / Print
Lists Price Rule List None / Full / View / Create / Modify / Delete / Print
Lists Sales Rep List None / Full / View / Create / Modify / Delete / Print
Lists Sales Tax Code List None / Full / View / Create / Modify / Delete / Print
Lists Ship Via List None / Full / View / Create / Modify / Delete / Print
Lists Templates List None / Full / View / Create / Modify / Delete / Print
Lists Terms List None / Full / View / Create / Modify / Delete / Print
Lists Vehicle List None / Full / View / Create / Modify / Delete / Print
Lists Vendor Type List None / Full / View / Create / Modify / Delete / Print
Reports Accountant & Taxes None / Full / View / Print
Reports Accountant & Taxes Detail None / Full / View / Print
Reports Accountant & Taxes Summary None / Full / View / Print
Reports Banking None / Full / View / Print
Reports Budgets & Forecasts None / Full / View / Print
Reports Company & Financial None / Full / View / Print
Reports Company & Financial Detail None / Full / View / Print
Reports Company & Financial Summary None / Full / View / Print
Reports Custom Transaction Detail None / Full / View / Print
Reports Custom Transaction Detail Limited None / Full / View / Print
Reports Custom Transaction Summary None / Full / View / Print
Reports Customers & Receivables None / Full / View / Print
Reports Employees & Payroll None / Full / View / Print
Reports Find Report None / Full / View / Print
Reports Inventory None / Full / View / Print
Reports Jobs Detail None / Full / View / Print
Reports Jobs Summary None / Full / View / Print
Reports Memorized Report List None / Full / Modify / Delete / Print
Reports Mileage None / Full / View / Print
Reports Purchases None / Full / View / Print
Reports Sales None / Full / View / Print
Reports Time None / Full / View / Print
Reports Vendors & Payables None / Full / View / Print
Time Tracking Single Time Activity None / Full / View / Create / Modify / Delete / Print
Time Tracking Timer Export None / Full
Time Tracking Timer Import None / Full
Time Tracking Weekly Timesheet None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Accounts Payable Accounts None / Full / View / Print
Vendors & Payables Adjust Quantity on Hand None / Full / View / Create / Modify / Delete
Vendors & Payables Build Assemblies None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Enter Bills None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Item Receipts None / Full / View / Create / Modify / Delete
Vendors & Payables Pay Bills None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Pay Sales Tax None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Print 1099s/1096 None / Full
Vendors & Payables Purchase Orders None / Full / View / Create / Modify / Delete / Print
Vendors & Payables Sales Tax Adjustment None / Full
Vendors & Payables Transfer Inventory None / Full / View / Create / Modify / Delete / Print

 

Download sheet here

If you want to learn more about QuickBooks Enterprise and restricting users to access, call us at 954-414-1524 or e-mail Hector@GarciaCPA.com

 

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