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Permissions in QuickBooks Enterprise to Backup a Company File

One of my users in QuickBooks Enterprise does not have the permissions to backup company data. How do I change this?

A big myth that QuickBooks competitors like MAS90 or Microsoft Dynamics will tell you is that QuickBooks does not have a high level of security. QuickBooks Enterprise assists you in managing your company’s finances effectively by allowing you to provide different users with different permissions. You can change permissions for a given user at any time.

You can also customize the roles, or create your own unique roles. You have the ability to restrict access to create, modify, delete, print or view transactions. You can also specify which bank accounts the user has access to – maybe you give them access to the general account but not the payroll account.

To change user permissions in QuickBooks Enterprise, first go to Company from your home screen. Next, choose Setup Users & Roles (you will need the admin password). From here, select the Roles tab, highlight the role you wish to change and edit the role. Select the Company bubble. Here, you can grant users access to certain company tasks such as backing up company data or changing company information. We strongly suggest reading through the different access levels at least one time so you know what is possible to restrict.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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