Accounting Tip of the Month: Regularly Review Your User Permissions
User permissions in QuickBooks Online (QBO) are more powerful and flexible than ever. Taking the time to review and adjust them can protect your business and enhance efficiency. Here’s why it’s essential and how to get started:
Fine-Tuned Access Control
QBO now allows you to easily define what team members can and cannot do, or even what they can see. This means you can tailor access based on roles and responsibilities, ensuring your data is both accessible and secure.
Leverage QBO Advanced for Granular Permissions
If you’re using QBO Advanced, you have the most robust options available. Drill down to the finest details, granting or restricting access to specific functions or data sets as needed.
Safeguard Against Risks
From an accounting perspective, setting up proper segregation of duties is critical. Limiting access reduces the risk of embezzlement and fraud by ensuring no single person has unchecked control over financial processes.
Proactive Protection
Regularly reviewing permissions ensures that employees only have access to what they need to do their jobs. It’s a simple but effective way to maintain control and oversight as your business grows.
Take a few minutes to audit your QBO permissions today. It’s a small step with a big impact on your company’s security and operational efficiency.
Need help optimizing user permissions or safeguarding your accounting processes? Let’s chat about how we can support you. Schedule a conversation
