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Mosesose
Level 1

How to restrict Change of date in transfer slip

I need assistance on how to restrict user in changing or let me call it back dating during stock transfer. Precisely in transfer slip

3 Comments 3
AbegailS_
QuickBooks Team

How to restrict Change of date in transfer slip

Thanks for reaching out to us, @Mosesose

 

I'm here to share information about the feature that your are looking for. 

 

Currently, QuickBooks Point of Sale (POS) does not provide a direct option to restrict users from changing or backdating the date on stock transfer slips.

 

In QuickBooks POS, the available user roles are more focused on general point-of-sale and inventory management tasks, rather than providing the level of accounting-specific permissions found in the desktop version.

 

While you can set user permissions to control access to certain features and modules, there is no explicit option to make the "Date" field on a transfer slip read-only or disable it entirely.

 

The closest workaround you can implement in QuickBooks POS would be to:

  1. Educate and train your users on the importance of maintaining accurate transaction dates.
  2. Implement internal policies and procedures that discourage users from modifying or backdating transfer slips.
  3. Closely monitor inventory transactions and investigate any suspicious date changes.
  4. Consider implementing a supervisory approval workflow for all inventory transfers, even if you can't directly restrict the date field.

 

Additionally, here's a link that covers all the tasks you can do when using QuickBooks Point of Sale. Just choose a topic that'll fit your concern: QuickBooks Point of Sale (POS) FAQ. 

 

If you have an opinion about QuickBooks features, please feel free to share it with me in this feed. I appreciate the chance to respond 

Mosesose
Level 1

How to restrict Change of date in transfer slip

Thank you very much for your response

ShyMae
QuickBooks Team

How to restrict Change of date in transfer slip

Greetings, Mosesose.
 

We're glad to hear that our colleague was able to provide information about restricting users and offer a workaround for you to move forward.
 

Feel free to get in touch if you need help. We're always here to assist you with any QuickBooks-related queries you may have. Have a great day ahead! 

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