Collections Center Permissions for Accounts Receivable Staff

Thank you for adding a post here on the Community page, @Midwest User.

Let me share some information about the access rights in QuickBooks Desktop.

The Accounts Receivable users can only work in a specific section of the company file that has to do with accounts receivable tasks, such as sales and invoicing statements, and credit memos. This user would have access to any customer and sales-type reports.

I feel the importance of giving the user access to the collection center. Allowing the user to access the Collection Center is currently unavailable. Don't worry, our engineers never stop working for the improvement of QuickBooks and deliver the best experiences to all of the QuickBooks users. Hopefully, they'll include this feature in the coming updates. For now, you can visit our blog to stay current with the latest QuickBooks news and updates.

To learn more about the different user types and access rights, feel free to read the details from these links:

• QuickBooks Desktop Users and Restrictions
• Create and manage roles in QuickBooks Desktop Enterprise
• Users/Roles in QuickBooks Enterprise Solutions

Whenever you're free, you may also read the topics from our help articles in case you need related resources while working with QuickBooks in the future.

Please let me know in the comment section below if you have any follow-up questions. I'm always here to help. Keep safe!

This is a real disappointment that our AR staff can't use this feature.  It would save so much time and effort on their parts.

This is a real disappointment that our AR staff is not able to use this feature.   This would save so much time and effort.

Did you ever figure this out.  I did it for one of my user but I forgot what I did.

Thank you

Curt

Hello

I found out how to fix this, see below.

Login as admin.

Give the user temporary "full Access"

Login as them

Change to single mode

Choose Edi>Preferences

Click Sales & Customers

Click Company Preferences

Select "Enable Collections Center"

Click Ok.

Logout as them and back in as admin and remove "Full Access" from user.

They should be good to go.

I am trying to use your method to fix the issue with access to the Collection Center, however, when I try to login with any logon other than admin it will not let me change the company preferences.  Is there a work around for this?

Hello, SuzPolenz.

I understand the importance of allowing other users to access the Collection Center to assist you in keeping track of past due or nearly overdue invoices. The procedures mentioned by CurtOtt are correct for granting them access to that QuickBooks feature.

To be sure, did you initially log in as Admin and provide the user full access before continuing with the steps? Since you may have restrictions that's why it won't let you change the Company preference. To fix this, let's double-check your assigned roles. Before you proceed, please make sure your QuickBooks Desktop is updated to the latest release so you have the most recent features and fixes.

Here's how:

1. Log in as Admin.
2. Go to the Company menu.
3. Hover your mouse to Users, then choose Set up Users and Roles.
4. Locate the user you want to give temporary full access to, then click Edit.
5. Ensure the user has full access.
6. Once done, hit OK.

If it has full access, you can run the Verify and Rebuild tools to fix it since you may have encountered a data issue. Check out this article for more details on the procedure: Verify and Rebuild Data in QuickBooks Desktop.

Feel free to browse the topics covered on our Help Articles page if you need additional resources while working with QuickBooks.

Don't hesitate to post again if you need further assistance in QuickBooks. We're always available to help you.

Any success in granting the access?  I'm having the same issue and tried what I've read with no success.

Hello there, @DSAcct. I can help you permit your user to access Collections Center in QuickBooks Desktop.

We can assign that user the External Accountant role to be able to access Collections Center as Full Access users aren't allowed to do so. I'd be glad to walk you through the process:

1. Go to the Company menu then select Users.
2. Select Set up Users and Roles.
3. Find the user then hit on Edit.
4. In the Available Roles section, select External Accountant.
5. When done, click OK.

You may refer to this article for more guidance in managing user roles: Create and manage users and roles in QuickBooks Desktop Enterprise.

I'm also including this helpful reference in adding, editing, and troubleshooting QuickBooks Desktop Pro and Premier User login and restrictions: QuickBooks Desktop Users and Restrictions. 

I'll be here if you need further assistance managing your users' permissions in QuickBooks Desktop. It's my priority to ensure you'll get the help you need in performing QuickBooks-related tasks. Keep safe and have a good one.

No thank you, we just won't be able to use that feature. 

The Collections Center feature should be assignable to users as the admin chooses not just the admin and an external accountant.  It defeats the purpose of have a  Full Access option if it really doesn't supply full access. 

This would be one of the disappointments with QuickBooks.

Thanks for getting back to the thread, @DSAcct. We're committed to ensuring that you can navigate and utilize the program smoothly.

I understand how this function would be helpful to you when managing your business in QuickBooks. 
 

We understand the importance of having the Collections Center feature available for efficient business management in QuickBooks. Currently, this feature is only accessible to admin users and external accountants. As we strive to continually evaluate and improve our product features, I highly recommend directly submitting your suggestions to our development team. Your feedback will help us identify areas for enhancement and prioritize improvements to provide a more seamless experience. Here's how you can submit your suggestions:

1. Head to the Help menu.
2. Scroll down to Send Feedback Online, then select Product Suggestion.
3. Pick a feedback type and product area.
4. Enter your comments, name, and email.
5. Click Send Feedback to complete the process.

For further information about user types and access rights, you can refer to the following links:

• QuickBooks Desktop Users and Restrictions
• Create and manage roles in QuickBooks Desktop Enterprise
• Users/Roles in QuickBooks Enterprise Solutions

If you have any additional questions or need further clarification on this topic, please don't hesitate to ask. I'm here to assist you. Take care!

I want to add my name that it is crazy to have the collection center only Admin and external users are only allowed to use this feature. The accounts nor the admin would rarely use this functionality. I’m not sure what the reason why it was designed this way but it needs to be updated to assign to the staff that do the collections. 

I agree with everyone else that this has to be allowed to the staff that does the collections. Your explanation doesn’t make sense on why it is on the Admin and External user only 

I called intuit.  They confirmed that for QB Premier Plus, this feature only works for Admins.  The service rep did tell me that with Enterprise Edition, it's available for all users.  So basically they dangle this feature in front of you to push you into Enterprise.  My Sales Manager really wants to be able to use this, but it seems ridiculous to have to pay thousands more dollars a year for it.  Intuit always seems to be trying to suck more money out of their customers, very annoying.,