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Other questions
I'd be glad to answer your questions about moving to the Enterprise version, Skellytonne.
For the first question, user permissions in QuickBooks Enterprise are a lot more elaborate than QBO. There's an option to allow the user to create transactions but not edit them. You can also restrict the users to view the company's financial data. You can take a look at these articles for more details:
- Create Data Level Permissions in QuickBooks Desktop Enterprise
- Create and Manage Roles in QuickBooks Desktop Enterprise
Second, you can also transfer your file from QBO to Enterprise. Let me give you these articles for more details about this:
- Export and Convert Your QuickBooks Online Data to QuickBooks Desktop
- Limitations When You Convert from QuickBooks Online to QuickBooks Desktop
Third, you can add as many companies or company files in QuickBooks Desktop. Use this article as a guide: Create a QuickBooks Desktop Company File.
Fourth, sales forms and other transactions (invoices, estimates, credit memos, sales receipts, statements, payment receipts, bill payment, sales order, and build assembly) can be customized in QuickBooks Enterprise. You can also import your own template using MS Word. Check out this article that talks about this function: Use and Customize Form Templates.
Fifth, you can download the trial license and import your QBO account. This way you can try how the program works. Here's the link: Download a Trial of QuickBooks Desktop Enterprise.
Lastly, QuickBooks Desktop Enterprise is available in 1-10 user, and up-to-40 user licenses. Let me share this link for more details: https://quickbooks.intuit.com/desktop/enterprise/resources/faq/.
I'd also like to share these articles with you for additional references:
- New and Improved Features in QuickBooks Desktop and Enterprise 2021
- Get QuickBooks Desktop User Guides
Please know that you can always count on us and have your back anytime you need help with QuickBooks.