al4629740
asked on
limit access to quickbooks
We have a tech person that needs access to QB non profit enterprise edition. They state that they need to begin writing queries and reports since they are setting us up for scanned documents. What is the minimum amount of rights we can give him to allow him rights to the check register and report engine to allow him to do what he needs. Our main concern is for him not to see confidential information such as check requests and amounts.
ASKER
Can't they pull up data in the reports that would be sensitive?
ASKER CERTIFIED SOLUTION
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@al4629740 - Thank you. I hope you can match QB user permissions with your tech person adequately.
The best thing to do is set up the user and review all your options before making choices. Of course you can always go back and change.
Only the QB Administrator can set up user accounts.