Good afternoon, hope your day is going well. However, if the Admin users (i.e., our employees and some clients) are permitted to access our INTUIT ACCOUNT each time they open an existing company file, we may need rethink our upgrade options. The current user roles work fine if we do not install this update, but of course we will be forced to at some point. (475 + licenses - probably more as many Clients purchase more than one.) We have purchased QuickBooks desktop licenses for each Client user and each employee and manager that has access to these files. ![]() We also have managers that log into Client QuickBooks files to assist with accounting issues and to review for quality assurance. We have approximately 75 employees who log into their assigned Clients' QuickBooks files as the Admin user to do the weekly accounting and reporting. The Clients are set up as separate (non-Admin users). We have approximately 400 business and nonprofit clients - each with a separate company file on our server. The problem is that the user permissions in the Pro version are EXTREMELY limited. I have been using QuickBooks for nearly 30 years and am fully aware of how to set up user permissions. That's it. I'll always have your back if you need further assistance in managing your accounts. To know more about how Admin login company file works in QuickBooks, you can visit this article: Stay logged in to QuickBooks company file.Īlso, to know more about the User and Restrictions in QuickBooks, you can check out this article: QuickBooks Desktop Users and Restrictions. Click General, then Company Preferences.Go to Company, select Set Up User and Password.Though, as an Admin you have full access and can manage your login settings or company preferences. To ensure the protection of your data, you will be prompted to log in using the Intuit account. Some Company files stored Credit card information. This is to safeguard your computer and the accounts in order to ensure that the Company Files are protected. Your account's security is our top priority. I can share some information about why you need to log in every time you create a new company file or open an existing file into the QuickBooks Desktop. If you require any additional information regarding the suitability of both of your QuickBooks versions, kindly click the Reply button below.Hi there, to the Community space. You can also provide them with this resource for comprehensive information if they want to upgrade their QuickBooks Desktop 2020: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise. Upgrade your company files after you switch to a new version of QuickBooks Desktop.Company file compatibility with QuickBooks Desktop when upgrading.This indicates that QuickBooks Desktop for Windows 2020 will no longer offer access to add-on services.Ĭheck out the articles listed below for information to gain more knowledge about the company file and prevent errors and mistakes in the future: You may want to suggest your client upgrading their QuickBooks Desktop 2020, especially that there is a QuickBooks Desktop service discontinuation after May 31, 2023. To know more about the limitation of Accountant's copy in QuickBooks Desktop, please read this article: Use the Accountant's Copy. ![]() Please be aware that you cannot access a company file in an earlier version of QuickBooks once it has been opened in a newer version. As Fiat Lux - ASIA suggested, you could offer that they purchase a one-time license that is equivalent to your version, or you can install a QuickBooks Desktop that is identical to their version. Thus, both of you should use the same QuickBooks versions. There should be compatibility between QuickBooks Desktop and the accountant's copy. I'd be pleased to give you precise details regarding your client's QuickBooks Desktop version. Thank you, for expressing your concerns in our Community forum.
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