How Many QuickBooks Users Do You Need?
Question: How do I know how many QuickBooks users I need to start?
Answer: My advice is less. I prefer to err on the side of saving money and minimizing the number of users until knowing exactly how many users are needed.
And it’s wise to have as few people as possible inside your accounting system. The more people with access, the greater the chances of errors.
If you are writing orders in another system, such as SAGE, that integrates with QuickBooks, your sales reps can write the orders in SAGE and need not have access in QuickBooks. Then, perhaps all that is needed would be the owner and/or bookkeeper to bring orders over and maintain QuickBooks.
QuickBooks is happy to have you expand the services you use which increases your fees. Increasing your QuickBooks usage is simple and easy, but cutting back is not. Start small and add when truly needed.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.