Chapter 8
Managing Users, Multicurrency, and Custom Fields
IN THIS CHAPTER
Managing user privileges in Essentials and Plus companies
Reassigning the primary admin role
Enabling Multicurrency
Enabling custom fields
In this chapter I show you how to control the amount of access that you can grant to users in Essentials or Plus companies. Simple Start companies only have a single user, so that means there’s no access to manage. Conversely, in Chapter 13, I cover the additional security controls that administrators within Advanced companies can employ.
I also explain how the Multicurrency feature allows Essentials, Plus, and Advanced users to denominate transactions and bank accounts in over 150 global and digital currencies. As you’ll see, this feature cannot be disabled after it is activated, nor can you change the home currency. Users must manage currency settings carefully to ensure accurate financial tracking and reporting.
Managing User Rights
QuickBooks allows you to limit a user’s access to different areas of your books based upon their role in Essentials and Plus companies. ...
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