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I am a board member with a 501 c 3 public charity that was created as a separate entity from the private foundation that has run the organization. The private foundation and public charity are separate organizations (companies) in QuickBooks desktop, so that's all set.
However, the private foundation would like the admin for the public charity to be a different individual than the admin for the private foundation and would prefer that the admin for the public charity not have access to the foundation's financial records. What would be the best way to accomplish this separation? Buy a new copy of QuickBooks desktop for the private charity?
Note that the bookkeeper will be the same person for both the private foundation and public charity, but the admin is not the bookkeeper for either the private foundation or public charity.
Thank you for your assistance.
Solved! Go to Solution.
Hello there, @TL1960.
Thanks for getting back to this thread. Allow me to clarify things for you.
The Intuit Account Primary Admin, who also serves as the Company A Primary Admin, cannot access Company B's records without permission. While the Company A admin may have control of the license, they do not have access to the data of Company B.
Moreover, I'll be sharing this link to help handle users and roles in QuickBooks Desktop Enterprise: Create and manage users and roles in QBDT.
If you have any further questions about setting up access permissions for your companies within QuickBooks Desktop Enterprise Gold, please don't hesitate to reach out. I'm here to ensure that your experience with our product meets your needs and respects the privacy and security of your company's data.
Thanks for joining the Community, TL1960.
You can create and manage multiple types of users in QuickBooks. Company users are users that can use their admin abilities in their Customer Account Management Portal (CAMPs) and update billing info. Company users can be given a role as a Primary admin, which gives them the abilities to add/delete users, edit user roles, assign users, update billing profiles, and transfer their primary admin role to an Authorized user.
Intuit Account users can conduct admin activities in the Intuit Account User Management portal and access any add-on services, like Payroll, Payments, QuickBooks Time, etc. Your Primary Intuit Account admin might not be the same as your Primary Company Admin.
If you want to make changes to the admin roles, or transfer them to other users, you can refer to the steps that fit your scenario in our Transfer the Primary Admin role article.
Here's how to transfer your Primary Company Admin:
In the event your Primary Admin isn't around or can't make the change on their own, you can send a request to our Account Protection team for transferring your Primary Admin role to another user.
I've also included a couple detailed resources about managing users and roles which may come in handy moving forward:
Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!
Thanks. Just one more question. The product is QuickBooks Desktop Enterprise Gold.
Two companies exist (A & B)
The Intuit Account Primary Admin is also the Company A Primary Admin
The Company B Primary Admin is a different person who doesn't want to share this company's records.
Can the Intuit Account Primary Admin (QuickBooks Desktop subscription holder) access Company B's records without permission (assuming all settings are correct)?
Thanks!
Hello there, @TL1960.
Thanks for getting back to this thread. Allow me to clarify things for you.
The Intuit Account Primary Admin, who also serves as the Company A Primary Admin, cannot access Company B's records without permission. While the Company A admin may have control of the license, they do not have access to the data of Company B.
Moreover, I'll be sharing this link to help handle users and roles in QuickBooks Desktop Enterprise: Create and manage users and roles in QBDT.
If you have any further questions about setting up access permissions for your companies within QuickBooks Desktop Enterprise Gold, please don't hesitate to reach out. I'm here to ensure that your experience with our product meets your needs and respects the privacy and security of your company's data.
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