QuickBooks Enterprise has been a marvel in the accounting industry. It has evoked an unprecedented booming revolution by facilitating businesses to accentuate their operations. This software comes with several powerful accounting and money management tools. These tools are designed to meet the needs of organizations with several users. You may think that setting up QuickBooks enterprise is a difficult task to do, but it is not so. All you need to do is follow our detailed guide, and you can install and set up QuickBooks desktop enterpriseeasily for your business.
Select the right versionThere are several versions of QuickBooks Desktop Enterprise which are good for various businesses -
- Silver- 1 to 5 concurrent users.
- Gold -Till 10 concurrent users.
- Platinum -Till 30 concurrent users.
Before you install it, decide whether you want to host the company file locally on a desktop or server. By doing this, you can decide how to get the application configured.
- Local file - Install QuickBooks desktop and company files and then enable multi-user access. Users can connect through the QuickBooks database server manager.
- Hosted file -Install QuickBooks desktop locally but keep the company file on Intuit s QBES server. Users can access the file online.
Once you have selected the hosted approach, it will let you secure multi-location access. But that depends on internet connectivity as well. If you want offline access, you can go local. So, you have got to plan networking and connectivity accordingly.
Assign user rolesYou need to figure out which users need which level of access within the QuickBooks enterprise:
- Admin -Give full access to features as well as settings.
- Single-user admin- Give admin access but in single-user mode.
- User -Standard access with limited features only.
- Reports- View reports and dashboards but do not perform data edits.
Finally, you must set user permissions to the required function through the user list or ELM. Then, control access to sensitive financial data.
