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26May 2014
May 26, 2014

QuickBooks tip of the day: Create unique custom roles for each of your users and track what that user does

Everyone that uses your QuickBooks file should have a unique log in. This protects your company file from unwanted viewers and helps protect you against fraud or theft because you can view what each user has done in the file.

There are 14 pre-defined roles that you can select and use or customize further to allow each user to have unique access.

  1. Go to Company>Users>Set Up Users & Roles
  2. First look at the Roles List tab. No point in working to create a role that is already there.
  3. Select a role that has most of the functions that you want.
  4. Click Edit to add more functionality or take some away.
  5. Once you create a unique role, name it and use it again another time.

To view activity in your file, go to Reports>Accountant & Taxes>Audit Trail. There you can view a report of the activity in the QuickBooks file and what each user contributed.

Safeguarding your QuickBooks file is important, and creating roles is a one good way to do that.

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