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M
Midwest User
September 18, 2020
Question

Collections Center Permissions for Accounts Receivable Staff

  • September 18, 2020
  • 2 replies
  • 0 views

Has anyone figured out how to grant permissions to collections center for your accounts receivable staff without granting sensitive permissions? It seems pointless to me to have the feature yet the employees tasked with collections are unable to use it. From what I gather, Admin and "External Accountant" are the only users that can access Collections Center. If I edit the user to "External Accountant" it appears they would have access to sensitive areas (like payroll information). It looks like it would be a beneficial feature for collections but useless at this point. Any help is appreciated.  

    2 replies

    Angelyn_T
    Angelyn_T
    September 18, 2020

    Thank you for adding a post here on the Community page, @Midwest User.

     

    Let me share some information about the access rights in QuickBooks Desktop.

     

    The Accounts Receivable users can only work in a specific section of the company file that has to do with accounts receivable tasks, such as sales and invoicing statements, and credit memos. This user would have access to any customer and sales-type reports.

     

    I feel the importance of giving the user access to the collection center. Allowing the user to access the Collection Center is currently unavailable. Don't worry, our engineers never stop working for the improvement of QuickBooks and deliver the best experiences to all of the QuickBooks users. Hopefully, they'll include this feature in the coming updates. For now, you can visit our blog to stay current with the latest QuickBooks news and updates.

     

    To learn more about the different user types and access rights, feel free to read the details from these links:

     

    Whenever you're free, you may also read the topics from our help articles in case you need related resources while working with QuickBooks in the future.

     

    Please let me know in the comment section below if you have any follow-up questions. I'm always here to help. Keep safe!

    K
    kmauriello
    May 13, 2021

    This is a real disappointment that our AR staff can't use this feature.  It would save so much time and effort on their parts.

      D
      DSAcct
      January 9, 2025

      The Collections Center is useless for many as just an admin accessible item.  Most companies do not have their department head doing collections calls and mailings. QuickBooks shouldn't decide who gets to use what areas of QuickBooks, the admin should have the right to assign users to whatever section or item of QuickBooks they deem necessary for their company to run effectively. 

       

      I submitted a "product suggestion" on this already so please do not reply to me to do so.

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