The Attached Documents feature usually comes free of cost in the more recent versions of QuickBooks. This feature allows users to attach a file or a document to a particular transaction on QuickBooks. Almost every data entry page in QuickBooks has an attach file option where users can browse to add the file or simply drag the file to the pop-up window. This feature is one of the most underutilized because users are not aware of how exactly to use it or how reliable it is. This article will give you an overview of the security settings in place for QuickBooks Attached Documents. If you want a more detailed analysis you can call the QuickBooks customer service number and speak to an expert for additional information.

The financial data stored on QuickBooks is obviously confidential and hence must be protected. QuickBooks Attached Documents handle security through four distinct levels of permission.

QuickBooks Attached Documents Four Levels of Permission

The subscription for QuickBooks Attached Documents is regulated by a company administrator. It is the only pre-determined role in the service. A user who is granted the status of Company Administrator has the ability to edit business profiles, and update or add QuickBooks Attached Documents subscriptions. Here is a breakup of the four levels of permission available on QuickBooks Attached Documents:

  • Company Administrator: The Company Admin account can perform all the functions on QuickBooks Attached Documents as well as manage other users.
  • Full Access: Accounts that are granted full access are able to complete all the actions available on the Company Admin account with the sole exception being the inability to manage users can.
  • View Only: As the name suggests users with a View Only account can view the attachment in any area. However, they cannot add new attachments or modify data in any way.
  • Custom Access: This particular permission can be used to control access to the 8 main functional areas of QuickBooks Attached Documents.

 

Functional Areas of QuickBooks Attached Documents

Once a particular user is added, the security settings specific to that user can be changed using the Manage Users option. Here is a list of the 8 functional areas of QuickBooks Attached Documents:

  • Sales and Accounts Receivable
  • Purchases and Accounts Payable
  • Checking and Credit Cards
  • Time Tracking
  • Payroll and Employees
  • Inventory
  • Sensitive Accounting Activities
  • Company Documents

For the sake of security, users must always start by adding a document to a particular area keeping as many restrictions as possible. Remember not to attach user rights to other areas of QuickBooks Attached Documents unless absolutely required. If you are not sure about how to use the security features on QuickBooks Attached Documents you should call the QuickBooks customer support number and consult a trained expert who will be able to guide you on the most effective way to use this feature. The customer service helpline is available 24 hours a day so that you can reach out to an expert whenever you need clarification about QuickBooks Attached Documents.

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