Limit User to Prepare Reports and Print

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Subject Author Date Limit User to Prepare Reports and Print Jim Alexander 01-12-2010  Re: Limit User to Prepare Reports and Print Laura 01-13-2010  Re: Limit User to Prepare Reports and Print rtm4833 01-14-2010  Re: Limit User to Prepare Reports and Print Jim Alexander 01-15-2010  Re: Limit User to Prepare Reports and Print rtm4833 01-15-2010  Re: Limit User to Prepare Reports and Print Jim Alexander 01-15-2010
Posted by Jim Alexander on January 12, 2010, 10:33 am Please log in for more thread options Have Quickbooks 2010 operating on one workstation. Mainly already used by our bookkeeper, who has all needed rights. Need to add a financial oversight officer. All he wants to do is be able to view all records, create any reports, and print out same. Not create or modify transactions, not alter records. Easiest way to do? Thanks. Posted by Laura on January 13, 2010, 7:35 pm Please log in for more thread options On 1/12/2010 10:33 AM, Jim Alexander wrote: > Have Quickbooks 2010 operating on one workstation. Mainly already used > by our bookkeeper, who has all needed rights. > > Need to add a financial oversight officer. All he wants to do is be > able to view all records, create any reports, and print out same. Not > create or modify transactions, not alter records. > > Easiest way to do? > > Thanks. What version of QB? Have you gone through the process of adding a new user for the officer? In Premier I can specify that the user can have selective access to areas...chose those areas. Then my last option is whether or not the user may change or delete transactions. Posted by rtm4833 on January 14, 2010, 9:51 am Please log in for more thread options > On 1/12/2010 10:33 AM, Jim Alexander wrote: > > > Have Quickbooks 2010 operating on one workstation. Mainly already used > > by our bookkeeper, who has all needed rights. > > > Need to add a financial oversight officer. All he wants to do is be > > able to view all records, create any reports, and print out same. =A0No= t > > create or modify transactions, not alter records. > > > Easiest way to do? > > > Thanks. > > What version of QB? Have you gone through the process of adding a new > user for the officer? > > In Premier I can specify that the user can have selective access to > areas...chose those areas. > > Then my last option is whether or not the user may change or delete > transactions. QuicBooks allows for users with restricted privileges. The bigger issue is access. If the users are using the same PC for access then simply add another user and restrict access to what they need. Assuming all PCs are networked, if the users will be using multiple PCs then a copy of QuickBooks must beinstalled on each computer needing access. All PCs must have QuickBooks set to multiuser mode in order for users to access the company file at the same time. Then when setting up the oversight officers QuickBooks, set the user restrictions accordingly. In order for QuickBooks to work in multiuser mode each user must have a different copy of QuickBooks. Even if you install the same copy on multiple PCs QuickBooks will not allow you to have access at the same time. I hope this is helpful Posted by Jim Alexander on January 15, 2010, 8:24 am Please log in for more thread options This would just be a second user on the same workstation. The version is Pro. I did not see the option to prevent making changes, but will look again. > > > > > > > On 1/12/2010 10:33 AM, Jim Alexander wrote: > > > > Have Quickbooks 2010 operating on one workstation. Mainly already use= d > > > by our bookkeeper, who has all needed rights. > > > > Need to add a financial oversight officer. All he wants to do is be > > > able to view all records, create any reports, and print out same. =A0= Not > > > create or modify transactions, not alter records. > > > > Easiest way to do? > > > > Thanks. > > > What version of QB? Have you gone through the process of adding a new > > user for the officer? > > > In Premier I can specify that the user can have selective access to > > areas...chose those areas. > > > Then my last option is whether or not the user may change or delete > > transactions. > > QuicBooks allows for users with restricted privileges. The bigger > issue is access. If the users are using the same PC for access then > simply add another user and restrict access to what they need. > Assuming all PCs are networked, if the users will be using multiple > PCs then a copy of QuickBooks must beinstalled on each computer > needing access. All PCs must have QuickBooks set to multiuser mode in > order for users to access the company file at the same time. Then when > setting up the oversight officers QuickBooks, set the user > restrictions accordingly. > > In order for QuickBooks to work in multiuser mode each user must have > a different copy of QuickBooks. Even if you install the same copy on > multiple PCs QuickBooks will not allow you to have access at the same > time. > > I hope this is helpful- Hide quoted text - > > - Show quoted text - Posted by rtm4833 on January 15, 2010, 10:14 am Please log in for more thread options > This would just be a second user on the same workstation. The version > is Pro. I did not see the option to prevent making changes, but will > look again. > > > > > > > > On 1/12/2010 10:33 AM, Jim Alexander wrote: > > > > > Have Quickbooks 2010 operating on one workstation. Mainly already u= sed > > > > by our bookkeeper, who has all needed rights. > > > > > Need to add a financial oversight officer. All he wants to do is be > > > > able to view all records, create any reports, and print out same. = =A0Not > > > > create or modify transactions, not alter records. > > > > > Easiest way to do? > > > > > Thanks. > > > > What version of QB? Have you gone through the process of adding a new > > > user for the officer? > > > > In Premier I can specify that the user can have selective access to > > > areas...chose those areas. > > > > Then my last option is whether or not the user may change or delete > > > transactions. > > > QuicBooks allows for users with restricted privileges. The bigger > > issue is access. If the users are using the same PC for access then > > simply add another user and restrict access to what they need. > > Assuming all PCs are networked, if the users will be using multiple > > PCs then a copy of QuickBooks must beinstalled on each computer > > needing access. All PCs must have QuickBooks set to multiuser mode in > > order for users to access the company file at the same time. Then when > > setting up the oversight officers QuickBooks, set the user > > restrictions accordingly. > > > In order for QuickBooks to work in multiuser mode each user must have > > a different copy of QuickBooks. Even if you install the same copy on > > multiple PCs QuickBooks will not allow you to have access at the same > > time. > > > I hope this is helpful- Hide quoted text - > > > - Show quoted text -- Hide quoted text - > > - Show quoted text - Try this. In QuickBooks Pro 2010 got to Company>Setup Users and Passwords>Setup users>Add User Enter the user name and password but do not check "Add this user too my QuickBooks license". Click Next In the "Access for user:(User Name): window, check, "Selected Areas of QuickBooks" and click Next Sales and Accounts Receivable: No Access, click Next Purchases and Accounts Payable: No Access, click Next Checking and Credit Cards: No Access, click Next Payroll and Employees: No Access, click Next Sensitive Accounting Activities: No Access, click Next Sensitive Financial Reporting: Selective Access>Create and Print Sensitive Reports, click Next Changing or Deleting Transactions: (set both to "No") You will then see a window showing your selections for the new user. Verify your selections and click "Finish" You should now see the new user in the "User List" window. To use this user you will need to close and reopen the company using the new users name and password. Good luck! 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