QB Roles explained

I am trying to find an explanation of these roles in QB Enterprise.  Is there a site that does so in layman's terms?  Also, what are the typical roles that an Accounting department needs.  Are there any preset roles based on position that would built in, such as Auditor?

Accountant      
Accounts Payable
Accounts Receivable
Banking      
External Accountant
Finance      
Full Access      
Inventory      
Payroll Manager
Payroll Processor
Print      
Purchasing      
Sales      
Time Tracking
View-Only
al4629740Asked:
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

x
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Boyd (HiTechCoach) Trimmell, Microsoft Access MVPDesigner and DeveloperCommented:
When setting up any accounting system it is critical to get it correct from the start. This is true with Quickbooks.

I would urge to to hire a QuickBooks consultant.  

You should have a CPA. You need their advice to be sure you get it set up correct. They may be able to help with the user roles or can recommend someone. If not, you may need to find a CPA that knows Quickbooks.

If you can' t hire a QuickBooks consultant, I would recommend that you set up a test company and practice setting up the roles you need. It may take a few weeks of trial and error to get it figured out.
0
al4629740Author Commented:
That's the answer?   I need resources for knowing the roles.  Not a consultant....
0
Boyd (HiTechCoach) Trimmell, Microsoft Access MVPDesigner and DeveloperCommented:
TIP: Consultants are a resource.

Something to think about: Why do you think EE has a lot of consultants as experts?

 I need resources for knowing the roles" ... "in layman's terms".  
The best thing for this is to look at the Roles in Quickbooks.  

The roles that come with Quickooks are basically just a a template or a starting point. You can use them  as they are. Yo can  modify them. Create your own.  Whatever you need.

How to set up roles comes from a deep understanding of how QuickBooks works and the role of the person in the unique business.  Every business can assign different duties to a person with the standard title. That is why it can be cahngesf to meet each unique business's needs.

Roles
Check out the description for the Role

Edit settings
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
QuickBooks

From novice to tech pro — start learning today.