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March 1, 2024
Question

Receive Payment Email Access

  • March 1, 2024
  • 1 reply
  • 0 views

What access permissions do I give a user so the can use the email function in the Receive Payment module.

The message says they need Print Access but not sure where to give them this access in User Set Up.

1 reply

March 1, 2024

Hello there, Rybanez.

 

I'm here to help you give a user access to the email function in the Receive Payment window.

 

To do this, you can either select an existing role or create a new one in the Users and Roles window. Just ensure to tick the Full Area Access Level option.

 

Here's how to edit an existing role in QuickBooks Desktop:

 

  1. Go to Company on the top menu. 
  2. Click on Users. Then, Set Up Users and Roles.
  3. On the Role List tab, select the role you want to edit.
  4. Click Edit.
  5. Select Customers & Receivables on the Area and Activities section.
  6. Tick the Full option in the Area Access Level section.
  7. Click OK.

 

Once you have completed these steps, your user should be able to use the email function in the Receive Payment window.

 

For more information on managing users in QuickBooks Desktop, please refer to this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

To further customize roles and access in QuickBooks, you can check out this article: Areas, Activities and Access Levels.

 

Come back to this post if you have any other concerns about user permissions in QuickBooks Desktop. I'll be around to lend a hand.