Overview

The user currently logged in to QuickBooks must have certain access permissions for OzLINK to function correctly.  Your QuickBooks Administrator may need to adjust these settings for you.

 

Your users may require different permissions based on your version of QuickBooks.

 

QuickBooks Enterprise Requirements

 

Shippers will require the following permissions:

 

Customer and Receivable permissions

Invoices: Partial, View, Modify, Print

Sales Orders: Partial, View, Modify, Print

Sales Receipts: Partial, View, Modify, Print

 

Lists permissions

Customer/Vendor Profile Lists: Terms List, Partial, View List, Modify Entries

Customer Job List: Partial, View List, Modify Entries, View Balance

Item List: Partial, View List, Modify Entries

 

QuickBooks Pro/Premier Requirements

 

Shippers will require the following permissions:

 

Sales and Account Recievable

Selective Access\Create Transactions only

 

Changing or Deleting Transactions

Do you want this user to have the ability to change or delete transactions in the areas they have access to? Answer Yes.

Should this user have the ability to change or delete transactions that were recorded before the closing date? Answer Yes.