QUICKBOOKS ONLINE ESSENTIALS SETUP COURSE

PART 3 of 3: USER MANAGEMENT

The Secret Sauce to Accounting

& U.S Tax Preparation

This course includes:

Self-paced modules

Flexible learning

Certificate of completion

1-year access only

Self-directed learning


Description:

This course follows a practical, learn-by-doing approach:

Section 1: Adding Users and Administrators

Building Your QuickBooks Team

  • Understanding User Types

  • Accessing User Management

  • Adding New Users

  • User Invitation Process


Section 2: Understanding User Permission Levels

Permission Hierarchy

  • Primary Admin Permissions

  • Company Administrator Permissions

  • Standard User Permissions

  • Limited Role Permissions

Section 3: Role-Based Access Configuration

Designing Your Access Strategy

  • Matching Roles to Job Functions

  • Setting Up External Accountant Access

  • Creating Custom Roles

  • Audit Considerations

Section 4: Setting User Restrictions

Granular Control Settings

  • Feature-Level Restrictions

  • Financial Data Restrictions

  • Customer and Vendor Data Sensitivity

  • View vs. Create vs. Modify Permissions


Section 5: Managing Multi-User Collaboration

Effective Team Coordination

  • User Activity Monitoring

  • Collaboration Best Practices

  • User Training Considerations

  • Security Best Practices