Hello,
Hopefully, it's OK to pose a question regarding best practices. I'm a newly-elected board member and treasurer for an also-new 501c3 nonprofit and I am researching best practices. My question is about access to our Quickbooks Desktop software.
-The Intuit Account belongs to another organization. No access for anyone in our nonprofit to that, of course.
-The individuals who I believe have a need to have access to our nonprofit Company in Quickbooks are the bookkeeper, myself as treasurer, the board chair, and the executive director.
-I think the Quickbooks Company admin should be either the board chair, me, or the executive director. We don't have the executive director position filled yet, so I think the board chair is a good choice. She won't likely go into Quickbooks, but will always be able to if necessary. When the executive director is hired, we could transfer the Company admin role to that person.
-I plan to be in our Quickbooks desktop program often to run reports and keep an eye on things, but I think my access should be limited to viewing all records, and running reports. I am a signator on checks and I also know that I am not permitted to record any transactions, so I don't need more than viewing privileges.
-The bookkeeper needs full access but no administrator privileges.
Am I following best practices if I recommend that we implement what I describe above? Thanks for any advice.
