Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Assign or Remove Permission to view full customer credit card numbers

To be compliant with the Go online Payment Card Industry (PCI) Data Security Standards (DSS), you must limit access to viewing complete credit card numbers to only those non-administrator users who need it (the administrator always has access). Your QuickBooks administrator should remove this access from all non-administrator users who don't need it.

Remove access to view complete credit card numbers

Only the QuickBooks Administrator can do this task.

  1. Log in to your company file as the administrator (admin).

  2. Go to the Company menu, click Set Up Users and Passwords, and then click Set Up Users. Enter your administrator password when prompted.

  3. Click to select the user you want to change permissions for and then click Edit User.

  4. Don't make any changes to the User Name and Password window, just click Next.

  5. Review the Access for user: (user name) setting and follow the steps below for your setting.

    • If setting is All Areas of QuickBooks:

      1. Change the setting to Selected areas of QuickBooks and click Next.

      2. In the Sales and Accounts Receivable window, click to clear the View complete credit card numbers checkbox. Leave the setting at Full Access and click Finish.

    • If setting is Selected Areas of QuickBooks:

      1. Leave the setting at Selected areas of QuickBooks and click Next.

      2. In the Sales and Accounts Receivable window, click to clear the View complete credit card numbers checkbox. Leave the setting at Selective Access and click Finish.

Add access to view complete credit card numbers

Only the QuickBooks Administrator can do this task.

  1. Log in to your company file as the administrator (admin).

  2. Go to the Company menu, click Set Up Users and Passwords, and then click Set Up Users. Enter your administrator password when prompted.

  3. Click to select the user you want to change permissions for and then click Edit User.

  4. Don't make any changes to the User Name and Password window, just click Next.

  5. Review the Access for user: (user name) setting:

    • If it's set to All areas of QuickBooks, this user already has access to view complete credit card numbers. Click Cancel to leave the setting as is.
    • If it's set to Selected areas of QuickBooks:

      1. Leave the setting as is and click Next.

      2. In the Sales and Accounts Receivable window, if necessary, click to select either Full Access or Selective Access to activate the view credit card option.

      3. Click to select the View complete credit card numbers checkbox, and then click Finish.

KB ID# H_CC_PABP_REMOVE_VIEW_CC_PERMISSION
9/28/2016 8:18:23 PM
PPRDQSSWS403 9138 Pro 2017 bf2597