Collections Centre

Hi, @VISal. I've got some tips to help other users access the Collections Centre on the Customer Information window.

Once the Collections Centre is enabled in your company preferences, users should be able to access the said tab. If not, restrictions can affect the issue. You can modify the level of access for these users to fix the issue. If you choose not to give them full access to your file, ensure to give full access to Sales and Accounts Receivable.

Here's how:

1. Go to the Company tab, then select Set Up Users and Password.
2. Click on Set up Users.
3. Select the user from the list, then tap on Edit User.
4. Fill out the User Name, Password, and Confirm Password fields, then select Next.
5. Choose what you want the user to have access to. If you choose Selected areas of QuickBooks, select Full Access under Sales and Accounts Receivable.
6. When done, review the user's access for other areas, then hit Finish.
7. Repeat the same steps for other users.

Once done, they should be able to access the Collections Centre.

For more information about user roles and restrictions, open these articles:

• Create and manage users and roles in QuickBooks Desktop Enterprise
• QuickBooks Desktop Users and Restrictions

You can also learn the different ways in tracking customer entries in QBDT from this link: Get started with customer transaction workflows in QuickBooks Desktop.

If you have additional questions about users' access, let me know by adding a comment below. I'm more than happy to help. Keep safe!

I have done all those steps but even as a user with full access, I can't see the collections centre.  I can only see the collections centre as admin.

Hi there VISal,

Thank you for trying the steps mentioned earlier. For further assistance with missing tabs for users such as the collections center, you'd need to reach out to the QuickBooks Desktop support team. They'll be able to view the way your software and users are set up to be able to help you get them the access they need. You can reach them using the methods outlined in the QuickBooks Desktop software support policies.

If you have any other questions, feel free to reach out here.