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DSomers88
Level 1

Purchase Order Profile Permissions

I am trying to setup a user profile and need to give access so that he can change the unit of measure when setting up an item.  What do I have to give him access to so that he can do that function?  I love QuickBooks but hate setting up specific profiles - I need an access cheat sheet :)

Thank you 

1 Comment 1
Giovann_G
Moderator

Purchase Order Profile Permissions

Hello, DSomers88

 

In QuickBooks Desktop, you can add or grant access to specific areas to help you manage your books. I know you hate setting up profiles, but this is the only way to give them access to that area.

 

To begin, please ensure to login as the admin user of the company file. Then, you can follow the steps below:

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Password, then Set up Users
  3. Click Add User.
  4. Enter a User Name and Password, then Next.
  5. Under  What do you want this user to have access to? page, choose the Selected areas of QuickBooks, then Next.
  6. Select No access until you reach the Inventory section, then choose Full access, then Next.
  7. Hit Next with No access for the rest of the areas until, then click Finish to complete the process.

 

With this setup, the user should be able to enter purchase orders, receive goods, adjust inventory, and run inventory reports.

 

Check out this article for more insights: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

I've included this resource as a reference for managing items in QuickBooks Desktop: Add, edit, and delete items.

 

Let me know by adding details below if you need anything else. I'll be around to help you.

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