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Havird
Level 2

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I have the answer you are looking for when it comes to user list/role list and the permission that are assocated with that type of role. As you know you can also set the permission for your users yourself in QuickBooks but to make sure they have what they need to do their job most of the time with me it is hit and miss but after 2 or 3 tries I get the correct permission that user needs in order to do his or her job without giving them permissions to areas in QuickBooks they should not have at all. Like access to company financial statements, bank accounts and other sensitive areas of the business only the owner of the company and the CFO should have. See my attachment below to see the tab to use to get information on each of the User list roles have and don't have then try to match that role to the individual user to ensure the correct access is given to them without giving them too much access. I hope with helps you.

 

Katherine Havird

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