Managing customized user permissions
QBO Advanced gives you more control over what areas of QuickBooks you can give users access to. In Chapter 4, Customizing QuickBooks for Your Business, we discussed ten user types available in all subscriptions: company administrator, standard all access, standard limited customers and vendors, standard limited customers only, standard limited vendors only, standard no access, track time only, view company reports, primary admin, and accountant.
In addition to these user types, QBO Advanced also includes four additional user roles: Accounts Receivable (A/R) Manager, Sales and Inventory, Workers and Sales reports, and Custom roles.
A brief explanation of these roles follows:
- A/R Manager: This role allows the user to access the entire sales cycle, with the exception of sales and bank deposits. Sales and bank deposits give the user the ability to receive payments in undeposited funds and create bank deposits.
- Sales and Inventory...
