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Drewsplbg
December 24, 2022
Question

Quickbooks 2014. Properties setting

  • December 24, 2022
  • 1 reply
  • 0 views

I just transferred my Quickbooks 2014 pro desktop to my new Windows 11 computer. My old computer was a Windows 10. Everything seemed to go well. I tried to send an invoice, but it didn't attach the invoice as a PDF. I tried changing settings under Quickbook properties under security under permissions. Didn't work. I ended up finding. Microsoft settings XPS turned it on everything works fine. Now I'm trying to change the security permissions. Under Quickbooks, back to where they were, and they don't wanna change how. Does 1 do that?

1 reply

R
ReymondO
December 25, 2022

Hi there, @Drewsplbg.

 

Only master admin can manage security permission in QuickBooks Desktop (QBDT). Let's make sure to sign in as the admin user of the company file when changing your permissions. 

 

If you already have this access, you can follow these steps to predefined roles in your company file. Here's how:

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab.
  5. Select a role, then select Edit to review its permissions.

 

In case you need to view all roles and their permissions, you can run a Permission Access by Roles report. Simply follow these steps:

 

  1. Go to the Company menu, then select Users. 
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab, then select View Permissions.
  5. Select the roles you want to review, then select Display.

 

For additional reference managing users and roles in QBDT, you can check out this article: How you can create and manage users and roles in QuickBooks Desktop Enterprise.

 

You can always count on us if you have other concerns or inquiries. We're always here to make sure that everything is taken care of.

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