Quickbooks Desktop Permissions (Delete Customer/Job)

• Lists > Customer & Vendor Profile Lists > Customer Type List > Partial > View and Delete
• Lists > Customer & Vendor Profile Lists > Job Type List > Partial > View and Delete

Let me guide you on how to allow a user permission so you can delete a customer or customer jobs, Aspen IT Dept. 

QuickBooks lets you add a user with a specific role to help you manage your books. To do so, you can follow the steps below:

1. Go to the Company menu. 
2. Select Set Up Users and Passwords, then Set Up Users.
3. Click Add User.
4. Enter the user details such as the username and password.
5. Choose the second option (Selected Areas of QuickBooks), then Next.
   
   
6. Under the Sales and Account Receivable window, select Full Access.
7. Then, you can select No Access to the rest of the window, then Finish.

You may want to view all the roles and permissions created, check out this article on how to access the report: Create And Manage Users And Roles In QuickBooks Desktop Enterprise.

Additionally, you can browse some of our topics about your company's financial income and customers. Go through this handy article for more information: Sales And Customers. 

Please get back to us if you have any questions about user roles and permission. We're here to make sure we'll be able to address your concern.