Have Quickbooks 2010 operating on one workstation. Mainly already used by our bookkeeper, who has all needed rights.
Need to add a financial oversight officer. All he wants to do is be able to view all records, create any reports, and print out same. Not create or modify transactions, not alter records.
Easiest way to do?
Thanks.
What version of QB? Have you gone through the process of adding a new user for the officer?
In Premier I can specify that the user can have selective access to areas...chose those areas.
Then my last option is whether or not the user may change or delete transactions.
QuicBooks allows for users with restricted privileges. The bigger issue is access. If the users are using the same PC for access then simply add another user and restrict access to what they need. Assuming all PCs are networked, if the users will be using multiple PCs then a copy of QuickBooks must beinstalled on each computer needing access. All PCs must have QuickBooks set to multiuser mode in order for users to access the company file at the same time. Then when setting up the oversight officers QuickBooks, set the user restrictions accordingly.
In order for QuickBooks to work in multiuser mode each user must have a different copy of QuickBooks. Even if you install the same copy on multiple PCs QuickBooks will not allow you to have access at the same time.
I hope this is helpful
This would just be a second user on the same workstation. The version is Pro. I did not see the option to prevent making changes, but will look again.
Try this. In QuickBooks Pro 2010 got to Company>Setup Users and Passwords>Setup users>Add User Enter the user name and password but do not check "Add this user too my QuickBooks license". Click Next In the "Access for user:(User Name): window, check, "Selected Areas of QuickBooks" and click Next Sales and Accounts Receivable: No Access, click Next Purchases and Accounts Payable: No Access, click Next Checking and Credit Cards: No Access, click Next Payroll and Employees: No Access, click Next Sensitive Accounting Activities: No Access, click Next Sensitive Financial Reporting: Selective Access>Create and Print Sensitive Reports, click Next Changing or Deleting Transactions: (set both to "No") You will then see a window showing your selections for the new user. Verify your selections and click "Finish" You should now see the new user in the "User List" window. To use this user you will need to close and reopen the company using the new users name and password.
Good luck!
Randy
Thanks for the help!
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