Visit QuickBooks Customer Care for information on Managing and Creating roles in QuickBooks Enterprise

QuickBooks Desktop Enterprise allows you to customize roles so that users are bounded to certain specific task. You can also give permissions or authentication based on the section of your accounts. You can even set permissions for specific sections of your accounts. Based on their specific role, you can give users complete, partial, or inadequate access to create, modify, delete, or print data. Rights are bounded to some specified posts.

Let us discuss create and manage roles in QuickBooks Enterprise, follow the below mentioned steps:

Method 1: To Use predefined roles

Foremost thing is to learn how to set up users and assign roles to them.

Edit each role one at a time. To access and edit your roles:

• Click on to the Company menu and choose Users. Then click on Users and Roles.
• Choose the Role List tab option.
• Choose a role and then click on Edit to review its permissions.
• In the Area and activities section tab, click on area of your accounts
• You can click on None, full or partial to set the access level
• Once you had set permissions, click on OK to save

Method 2: To Create a new custom role

• Click on to the Company menu and choose Users.
• Then click on Users and Roles.
• Choose the Role List tab and click on New.
• Assign the role a name and description. 
• In the Area and Activities section, click on the area of your accounts. 
• Evaluate each area and choose None, Full, or Partial to set the role's permissions.
• Once you had set permissions, click on OK to save.

Review roles and permissions

To review your roles and permissions, run a Permission Access by Roles report:

• Click on to the Company menu and choose Users. Then click on Users and Roles.
• Choose the Role List tab. Then click on View Permissions.
• Click on the roles you want to review and then choose Display.

Hope we made you clear about managing and creating roles in QuickBooks Enterprise. For any query related to QuickBooks we are always available to help you out. You can freely call us anytime at QuickBooks Customer Care our technical team of experts is always keen to make you away from errors so that your processing in QuickBooks becomes error free. You can mail us at support@helpdeskaccounting.com.