Question: How do I know how many QuickBooks Users I need to start?
Answer: My advice is less. I prefer to err on the side of saving money and minimizing the number of users until knowing exactly how many users are needed.
And it’s wise to have as few people as possible inside your accounting system. The more people with access, the greater the chances of errors.
If you are writing orders in another system, such as SAGE, that integrates with QuickBooks, your sales reps can write the orders in SAGE and need not have access in QuickBooks. Then, perhaps all that is needed would be the owner and/or bookkeeper to bring orders over and maintain QuickBooks.
QuickBooks is happy to have you expand the services you use, which increases your fees. Increasing your QuickBooks usage is simple and easy, but cutting back is not. Start small and add when truly needed.
Please email your questions to Harriet at Ask The Accountant.
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. Contact her at [email protected].
