"Quickbook #4"
what is a standard user types?
Allow clients to control which areas of quickbooks online different users have access to.
what do i need to connsider when selecting an app?
billing policies, and privacy statement.
standard limited customers only user role?
Able to see and do everthing with customers and sales.
How to add an app to compnay accont?
> Apps center > Get app now
How to manage apps?
> Apps center > My apps tab
How to edit a users?
> Select edit on Action column
How to add a new user to Quickbooks
> Settings icon >Manage users > add user > Enter name, email and roles > Send invitation
How to delete a user
> edit in action column > delete
What's an example of custom role?
A client can set up a role for a person to only view the bank deposit screen.
What is view company reports?
Available to quickbook plus and advanced subs, gives access to almost all reports, except reports showing payroll and contact information.
What is a custome role?
Available to quickbooks online advanced subscribers, offer more refined and tailored permissions.
what is the benefits of apps?
Client are able to use app to connect to their webstore to quickbooks online so that cutomer data can feeds into quickbooks online.
what's important on adding and managing users?
Clients choose which areas of the business they have access to.
What access do a company admin has?
Full access to product and services client subscribes to, such as quickbooks payroll and quickbooks payments.
What's the role of a company admin?
Has access to all areas of quickbooks online, and company settings.
standard limited customers and vendors users role?
Has access to customer and sales, vendor and purchases.
what's the job of a primary admin?
Has access to every part of quickbooks online account, able to manage all other users.
standard all access users role?
Has full access without admin privileges, plus access to payroll
Who can add apps to client company accounts?
Only Admin users can add apps to a company account
One of your clients asks you to give a new employee access to QuickBooks Online. The employee will be dealing with all aspects of the business, including payroll, but they shouldn't have any admin privileges.
Standard all access
How do i decide which app to select?
The overview section offers key info about the app.
Can I try out an app before purchasing it?
Yes, with a free trial period.
standard limited vendors only users role?
able to see and o everything with vednors and purchases.
standard no access users?
allowed some permissons, able to submit own timesheets, but no access to accounting features.
What is the track time?
allows access to the timecard feature.
What is the point of users types and permissions?
allows client to manage their role and limit their access to specific tasks.
what are premium apps?
purpose-built apps that fully integrate with quickbooks
