Modify Permissions so NonAdmin can Import

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   As TPI needs access to the following:  write access to the chart of accounts, all lists and all transactions typically the Admin user has been the only user to have the ability to use TPI.
In Enterprise if you modify the accounts payable and accounts receivable roles so that they have access to all lists and full access to custom transaction detail reports these users can use TPI.
This may work with other roles and other versions of QuickBooks but we have not tested it.
If you have found ways for nonadmin users to use TPI with other versions of QuickBooks please post it to forum.

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administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Offline Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Topic: Modify Permissions so NonAdmin can Import Posted: 26 April 2007 at 3:44pm
	As TPI needs access to the following: write access to the chart of accounts, all lists and all transactions typically the Admin user has been the only user to have the ability to use TPI. In Enterprise if you modify the accounts payable and accounts receivable roles so that they have access to all lists and full access to custom transaction detail reports these users can use TPI. This may work with other roles and other versions of QuickBooks but we have not tested it. If you have found ways for nonadmin users to use TPI with other versions of QuickBooks please post it to forum.

administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Offline Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Posted: 05 October 2009 at 4:00pm
	Thanks to Amy T. Minter, CPA for posting this suggestion. Quickbooks Users with Limited Access To Use Import Wizard Here is a list of our permissions that we were able to use to get our Accountant, who has limited access, to work with the Transaction Pro Import Wizard 3.0. We are using QB 2009 Enterprise version. I believe one of the most important functions is to turn on online access as well as the import/export function. Of course users can try to back off permissions from this template, but we know this is working for us for sure so it should save some valuable time for people. Permissions Access by Users Areas and Activities Accountant Accounting Mixed Asset Accounts Full Edit Closed Transactions None Equity Accounts None General Journal Full Liability Accounts Full Manage Fixed Assets None Working Trial Balance Full Banking Mixed Bank Accounts Full Bank of America checking Full Bank Of America-Download Full BoA Saving-Download Full Bank of America Savings Full Certificates of deposit Full T-Mobile Managed Services Full Wells Fargo Bank-Mkt. Savings Full Wells Fargo Checking Full On-line Full Wells Fargo Expanded Servcies Full Wells Savings 4380 Full Checks Full Credit Card Accounts Full Credit Card Charges Full Deposits Full Loan Manager None Online Banking Full Reconcile Full Transfer Funds Full Centers Mixed Customer Center Full Employee Center View Vendor Center Full Company Mixed Billing Solutions Sign Up Full Company Information Full Company Preferences Full Enter Vehicle Mileage None Find All Transactions Full Planning & Budgeting Full Business Planning & Analysis Full Set Up Budgets and Forecast Full Print Labels Full Remote Access Full Set Closing Date & Password None Set Up Online Banking Full Synchronize Contacts Full Customers & Receivables Full Accounts Receivable Accounts Full Assess Finance Charges Full Billable Time and Costs Full Change Item Prices Full Credit Card Refunds Full Credit Memos Full Estimates Full Invoices Full Override Credit Limit Full Receive Payments Full Sales Orders Full Sales Receipts Full Statement Charges Full Statements Full Undeposited Funds Account Full Use Credit Card Numbers Full View Credit Card Numbers Full Employees & Payroll None Employee Organizer None Paychecks None Payroll Adjustments None Payroll Liabilities None Payroll Service Activities None Payroll Tax Forms None File Full Backup Full Clean Up Company Data Full Export Full Import Full Rebuild Full Shipping Full Verify Full Lists Full Chart of Accounts Full Class List Full Currency List Full Customer & Vendor Profile Lists Full Customer Message List Full Customer Type List Full Job Type List Full Payment Method List Full Sales Rep List Full Ship Via List Full Terms List Full Vehicle List Full Vendor Type List Full Fixed Asset Item List Full Item List Full Other Names List Full Payroll Item List Full Price Level/Billing Rate Level List Full Sales Tax Code List Full Templates List Full Reports Mixed V=View C=Create M=Modify D=Delete P=Print VB=View Balance Mixed=Activities in this area have different levels of access. Accountant & Taxes Full Accountant & Taxes Detail Full Accountant & Taxes Summary Full Banking None Budgets & Forecasts None Company & Financial Full Company & Financial Detail Full Company & Financial Summary Full Custom Transaction Full Custom Transaction Detail Full Custom Transaction Summary Full Customers & Receivables Full Employees & Payroll None Inventory Full Jobs Full Jobs Detail Full Jobs Summary Full Memorized Report List None Mileage None Purchases Full Sales Full Time None Vendors & Payables Full Time Tracking Mixed Single Time Activity Full Timer Export None Timer Import None Weekly Timesheet View Vendors & Payables Mixed Accounts Payable Accounts Full Adjust Quantity on Hand Full Build Assemblies View Enter Bills Full Item Receipts Full Pay Bills Full Pay Sales Tax Full Print 1099s/1096 Full Purchase Orders Full Sales Tax Adjustment Full