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Chris_Atlantic
Level 2

Setting up users as per Role list in Desktop Premier

Hello,

Can someone guide me how to set users based on Role list by controlling the access level in QuickBooks Desktop Premier?

 

We currently use QuickBooks Enterprise and in the Enterprise version i can set users based on his or her roles in the organisation (snapshot attached - Snapshot of QuickBooks user). We are in the process of migrating to the new QuickBooks desktop premier and am trying to set access level rights based on user roles. In Desktop Premier the access setting is very minimal and is not restricted to a user.

For instance : -

Sales and Accounts Receivable - It states 'No Access', 'Full Access', 'Selective Access'.

Purchases and Accounts Payable - It states 'No Access', 'Full Access', 'Selective Access'.

Banking and Credit Cards - It states 'No Access', 'Full Access', 'Selective Access'.

 

Over here, even if i try to restrict the access levels to a user, the user can still view or make changes to the restricted areas and am trying to figure it out as to how to restrict it.

 

I did call up the QuickBooks support - ticket [removed] and the response i got is 'Our product engineers mentioned that the QuickBooks Enterprise was designed to have a huge difference from other QuickBooks subscriptions. The QuickBooks Premier Accountant has a limited option for setting up user roles since it was designed just as the same as the QuickBooks Pro/Premier'.

 

If it is limited option and when i restrict a user by not giving 'Banking and Credit Cards' access - why the user can still go ahead and deposit transactions?

 

Any help in setting up users based on roles would be helpful.

 

Many thanks.

 

Kind Regards,

Shaun

 

 

 

1 REPLY 1
Fiat Lux - ASIA
Level 15

Setting up users as per Role list in Desktop Premier

QBD Enterprise offers more complex features to manage user profiles than Pro/Premier. Anyway, your post is in UK community. Do you have any plan to migrate data from QBD US/CA Enterprise to QBD UK Premier?

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