Managing SAGE and QuickBooks Users
Ask the Accountant…
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 your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at firstname.lastname@example.org.