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m-santos
Level 1

Qbs Enterprise version

Hello community,

My question is, if the QBs Enterprise version allows me to limit access to the actual costs to sales representatives.

It should be noted that I am not the end user, I am an IT person who has the task of upgrading from Premier to Enterprise at the request of the client and the client asked me that question. If, with the enterprise version you can limit access to actual costs to sales representatives.

Solved
Best answer June 03, 2024

Best Answers
MarkAngeloG
QuickBooks Team

Qbs Enterprise version

Hello there, @m-santos.

 

Thank you for reaching out with your question. I'm happy to assist!

Yes, the QuickBooks Enterprise version allows you to limit access to actual costs for sales representatives. This version provides advanced user permissions and role-based access controls. You can customize and restrict the visibility of financial information, such as actual costs, based on the specific roles assigned to each user.

 

Here's how:

 

  1. Head to the Company menu, then select Users.
  2. Go to Set Up Users and Roles.
  3. Enter the admin password, then hit OK.
  4. Pick the Role List tab, then click New.
  5. Enter a role name and description.
  6. In the Area and Activities section, select an area of your accounts. Review each area and select NoneFull, or Partial to set the role's permissions.
  7. Click OK to save.

 

By utilizing these advanced features in QuickBooks Enterprise, IT administrators can ensure that sales representatives have access only to the information relevant to their duties, thus maintaining the confidentiality of sensitive financial data.

 

For more information in creating user roles in QuickBooks Desktop Enterprise, feel free to visit this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Furthermore, you can also consider visiting these articles to learn how to modify the primary admin user in QuickBooks Desktop:

 

 

If you need further assistance setting up these permissions or have any other questions regarding the upgrade from Premier to Enterprise, please feel free to reach out!

View solution in original post

1 Comment 1
MarkAngeloG
QuickBooks Team

Qbs Enterprise version

Hello there, @m-santos.

 

Thank you for reaching out with your question. I'm happy to assist!

Yes, the QuickBooks Enterprise version allows you to limit access to actual costs for sales representatives. This version provides advanced user permissions and role-based access controls. You can customize and restrict the visibility of financial information, such as actual costs, based on the specific roles assigned to each user.

 

Here's how:

 

  1. Head to the Company menu, then select Users.
  2. Go to Set Up Users and Roles.
  3. Enter the admin password, then hit OK.
  4. Pick the Role List tab, then click New.
  5. Enter a role name and description.
  6. In the Area and Activities section, select an area of your accounts. Review each area and select NoneFull, or Partial to set the role's permissions.
  7. Click OK to save.

 

By utilizing these advanced features in QuickBooks Enterprise, IT administrators can ensure that sales representatives have access only to the information relevant to their duties, thus maintaining the confidentiality of sensitive financial data.

 

For more information in creating user roles in QuickBooks Desktop Enterprise, feel free to visit this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Furthermore, you can also consider visiting these articles to learn how to modify the primary admin user in QuickBooks Desktop:

 

 

If you need further assistance setting up these permissions or have any other questions regarding the upgrade from Premier to Enterprise, please feel free to reach out!

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