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Understanding User Roles in Quickbooks Online

If you need help establishing your best practices, ZümiFi is here to help.

It is important to understand the various roles within Quickbooks Online. If you were asked, “Who is the owner of your company’s books?” As your business owner, you would not hesitate to say that you do. In addition, if you are a client of ZümiFi, that would be the correct answer.

For other service providers, that is not always the case. As a result, most owners leave it up to an accountant or a bookkeeper to handle the set-up process.

  • If the individual happens to make themselves the master administrator, then they have total control of your books.
  • If you are the company administrator, you have complete book access.
  • The master administrator is the account owner and has access to your QBO subscription, the rights to change company settings, the ability to invite/delete users, and can edit users’ access. Most importantly, the master administrator is the only one that can transfer this role.

If you have decided to part ways with your “Master Administrator,” things can turn ugly if the parting is on a sour note. Just because you trust your accountant or us, this is one role you cannot trust anyone with. Being the company administrator of your account is not enough. It would be best if you were the master administrator of your QuickBooks Online account. Your books are important, and they belong to you.

Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and more effectively.

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The Scope of ZümiFi’s Financial Management Services

With our Outsourced CFO services, we can help you:

Monitor your business financial performance with customized criteria and metric tracking.

Create budgets and cash flow projections so you can strategically monitor your most critical resources.

Design and implement internal controls to ensure that the information you gather is clean, concise, and worth the efforts you put into gathering that information.

Advice regarding the technology your business uses and business process optimization.

Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.

Financial Review and Oversight – For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

If you need help establishing your best practices, ZümiFi is here to help.

Contact us today!

Understanding User Roles in Quickbooks Online

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