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How permissions transfer from an older version of QuickBooks

If you assigned permissions in an older version of QuickBooksQuickBooks Pro or QuickBooks Premier, those permissions will be preserved when you upgrade. Your users will have the same access rights they had prior to the upgrade.

After the transfer, a custom role will be created for each user. For example, let's say David had the "Sales and Accounts Receivable" permission in an older version of QuickBooksQuickBooks Premier. Now, David will be assigned a role called "David's role," and it will contain the same access to areas and activities that David had in the old "Sales and Accounts Receivable" permissions.

Note:If you are upgrading from QuickBooks Multicurrency or QuickBooks 2007 or earlier, permissions have changed for QuickBooks, please check the permissions assigned to your users to ensure they still have the correct privileges. Go to the Company menu, click Users, and then click Set Up Users and Roles.

How sales tax permissions transfer from QuickBooks Pro or QuickBooks Premier

Users aren't specifically assigned access to sales tax in QuickBooks Pro or QuickBooks Premier. This means sales tax permissions can't be directly transferred into &qb_enterprise_solutions;.

Instead, &qb_enterprise_solutions; assigns sales tax permissions based on the areas users were assigned access to in QuickBooks Pro or QuickBooks Premier. These areas include: "Sales and Accounts Receivable", "Purchases and Accounts Payable", "Checking" and Credit Cards", "Sensitive Accounting Activities", "Sensitive Financial Reporting", "Inventory", "Time Tracking", "Payroll and Employees" and "Changing or Deleting Transactions".

It is recommended that you view a permissions report to determine if your users have the correct sales tax permissions. If you want to change a role's permissions, modify the role.

See also

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