Apple Mac2014 - Page 279

QuickBooks for Mac 2014 User’s Guide 269
• (optional) iChat Account. The user's iChat account name. If you're using multiuser mode, you can use iChat to
contact other users. If you're not using multiuser, you can just ignore this.
Permissions
Choose the type of access you want the user to have.
• All areas of QuickBooks (Administrative). The name says it all. A user with this permission setting can do
anything and everything in the company file. So be careful whom you assign this to. If you're the owner of the
company file, make sure you create an admin user account for yourself and then be careful whom else you
created one for.
• Selected areas of QuickBooks (Custom). You get to pick what areas the user can access. This table is a summary
of the permissions. The options are additive, so if you select more than one options, the user will have the
permissions for all the options you select.
If you pick this...
The user can do this...
Accounts Payable
Work on vendor-related tasks, such as entering and paying bills.
Accounts Receivable
Work on customer-related tasks, such as accepting payments from
customers.
Check and Credit Cards
Write checks and enter transactions for the company's credit cards.
Inventory
Order, track, and pay for inventory.
Payroll
Access all payroll features.
Sensitive Accounting
Work with accounting-related data that may have sensitive
information, such as banking, Merchant Services, 1099s, and Chart of
Accounts.
Sensitive Financial
Work with financial features that may have sensitive information, such
as all reports, memorized transactions, Chart of Accounts, lists, and
inventory adjustments.
Time Tracking
Access all time-tracking features.
If you're setting up more than one user, here are a couple of important things to think about:
• Tell QuickBooks which accounts you use for payroll. Payroll information is very sensitive. Click Set Payroll
Accounts to select the accounts that you are using for payroll transactions. Only users with access to Payroll will
be able to see transactions in these accounts.
• Set a closing date so new users can't edit transactions on or before that date. Consider doing this if you've
been using QuickBooks and want to make sure new users you create can't change anything you've done in the
past.