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Subject Author Date
Remote Data Entry Gary Sprader 11-30-2007
Posted by Gary Sprader on November 30, 2007, 3:40 pm
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I am a QuickBooks Pro 2007 single user. I do all the accounting for our very
small business. I would like to contract out most of the data entry for
bills and invoices. I found a person to do this who wants to work from her
home. I would not want this person to have access to any financial
information in my company file. Is it possible to create a "reduced" version
of my company file that she could use and then somehow merge the data she
enters back into my "full" company file?
If this isn't possible, what would be the best way to accomplish the data
entry task?
Any help would be appreciated.
Gary


Posted by Gary E on November 30, 2007, 4:16 pm
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While I think you might be better off with a remote login (such as
logmein.com) or Terminal Server, and a user account that has limited access.
You could try a program like "Data Transfer Utility" to do what you suggest,
http://www.q2q.us/dtuoverview.htm

Gary

>I am a QuickBooks Pro 2007 single user. I do all the accounting for our
>very small business. I would like to contract out most of the data entry
>for bills and invoices. I found a person to do this who wants to work from
>her home. I would not want this person to have access to any financial
>information in my company file. Is it possible to create a "reduced"
>version of my company file that she could use and then somehow merge the
>data she enters back into my "full" company file?
> If this isn't possible, what would be the best way to accomplish the data
> entry task?
> Any help would be appreciated.
> Gary
>



Posted by Allan Martin on December 1, 2007, 3:17 pm
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>I am a QuickBooks Pro 2007 single user. I do all the accounting for our
>very small business. I would like to contract out most of the data entry
>for bills and invoices. I found a person to do this who wants to work from
>her home. I would not want this person to have access to any financial
>information in my company file. Is it possible to create a "reduced"
>version of my company file that she could use and then somehow merge the
>data she enters back into my "full" company file?
> If this isn't possible, what would be the best way to accomplish the data
> entry task?
> Any help would be appreciated.
> Gary


The clerk would have to access the file remotely and be limited as to what
she can see and do by the security features built into QuickBooks. If the
security features in Pro 2007 are not flexible enough then upgrading to
QuickBooks Enterprise or another program that has more security options is
your next viable option.

As far as the export and import programs on the market, great for IT
consultants migrating data from one program to another. Their use by some
clerk, don't make me laugh. It just isn't going to happen.






>


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