Restrict Quickbooks Access by time period

Posted on 2011-04-28
Last Modified: 2012-05-11
We have need to allow someone outside the organization to access one of our client's Quickbook Enterprise (2008) file.  They really only need to view the records associated with a certain period of time but will need pretty much admin access within that period.  Does anyone know of a way that access to records in the file can be restricted by time period rather than by role?
Question by:sim2k_support
    LVL 6

    Accepted Solution

    There is no way to do that in Enterprise

    Do you have an old backup from 1/1/2009?

    If so, you can restore that backup and then from the
    File menu > utilities > clean up
    enter a 12/31/2007 date and that should condense the data into
    journal entries before that date.
    It will not condense open a/R and a/p as of 12/31/07 so the user
    will still be able to see those transactions

    If this does not work, you can buy utilities to extract the data   We are experts in this task and offer this as a service if
    you prefer not to do this on your own.

    Linda Saltz

    Author Closing Comment

    I was afraid of that, but the backup / utility path might work for the client.

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