Using a user and a password as a ProAdvisor

So, you are a QuickBooks ProAdvisor. You work at multiple sites and you need to be able to check to see who has been working in a data file. Problem is, the owner, the A/R person, all use the Admin name to log in. What is the best way to track your changes from others, since Admin is the best choice as you can do anything in the data file you want, without restrictions?

You should use the new feature for 2009 called "External Accountant" instead of Administrator. With External Accountant, you still can do almost anything in the data file. But now you can track who has made changes. It will protect you since you will be able to run that audit report to show where you have worked as opposed to the Admin person. You should also convince the business owner to use A/R role for the A/R person just to restrict the employee from getting into areas of the data file where they do not belong.

So, try out the External Accountant role as your log in. It is a nice change for 2009 which will help all QuickBook ProAdvisors.

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