Question: How can I set up QuickBooks to control what information users have access to?
Answer: QuickBooks allows you to set up users and passwords under the “company” tab.
When setting up a user, you can specify which information you want that particular user to see or not see, and edit or not edit. You can adjust these settings at any time.
For instance, you don’t want your salespeople entering orders in QuickBooks to see the payroll and employee information, such as Social Security numbers. And you want to control which of your users have access to customer credit card information.
To keep your data safe, review the access levels for your users to make sure they only have access to information and the permission to make entries in QuickBooks where it is appropriate. By being cautious, you can protect your customers, employees and yourself.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business on www.accountingsupportllc.com. Please email accounting questions you would like considered for the column to [email protected] with the subject line “Ask the Accountant.”
