Chapter 8
Managing Users, Multicurrency, and Custom Fields
IN THIS CHAPTER
Managing user privileges in Essentials and Plus companies
Reassigning the primary admin role
Tailoring custom fields
Predicting your cash flow
Transacting in foreign and crypto currencies
Cue that movie-guy voice. In a world where two or more users can collaborate on the same QuickBooks file, one admin must take control — assigning roles, toggling access, and enabling powerful features — without accidentally triggering a digital explosion.
This chapter is your field guide to features unlocked by an Essentials, Plus, or Advanced subscription. Simple Start users, sadly, are left out in the cold. You’ll learn how to manage users, expand your custom field toolkit, plan for the future with the Cash Flow Planner, and (if you dare) activate Multicurrency. Each section gives you more power, but as every agent knows, with greater access comes greater responsibility.
Managing User Rights
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