Managing SAGE and QuickBooks Users
Question: I am switching to a SAGE system integrating with QB. Should I have the same number of users in each?
Answer: Not necessarily. You will need as many users in SAGE as people in your organization who need access to research products, create presentations, access the Project Management area and write orders.
The number of users you need for QB will likely be a smaller number compared to the number of SAGE users. You do not want many people having access to your accounting system, even if you limit their access to certain areas.
You will want to have one person who is a QB user who controls the export of data from SAGE. The other QB users will depend on who is handling the books and other accounting functions, as well as the owner, who will want immediate access to financial data. I would be conservative in the initial number of QB users acquired. You can add users as you go. It’s harder to cut back.
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.