QuickBooks customization for private Class of customers & their A/R info - repost


Using QuickBooks 2012 Enterprise for Wholesale and Manufacturing.

Want to have a customization such that:

Certain customers and their transaction information (or just their transaction information) can be kept private so that QB administrator can control who sees that information:

For example - this is an idea that I have around this:

- We would create QB Classes called "Private" and "non-Private"

- If a certain customer is in that Class, then via the User and Roles settings, the QB administrator can control which Roles can & cannot see the Private customers and their invoices, balances and aging information.

- The same users who will be blocked from seeing "Private customers" will be able to see "non-Private customers" and will be able to enter invoices for those non-Private customers, see their A/R and aging information.

- If it is much easier to do this such that only the Invoices, A/R and Aging information are private: That would be OK but the preferred solution would be to block the "Private customers'" names as well.

The "Classes" idea described above is partly just to explain the concept: The customization doesn't have to be done exactly like that if there is a better way.

Full documentation of how the customization was made, will be required as part of the project.

Thanks very much for your review and consideration!

Skills: Software Architecture, Software Development

See more: r], qb , Enterprise solution, private project customer, full info, class diagram timetabling using genetic algorithm, repost quickbooks, quickbooks create, quickbooks project, user class, class power amplifier using bjt, class amplifier circuit using pspice, quicken quickbooks, quickbooks enterprise review, concept manufacturing, project class attendance system using microcontroller, private class range, private block, class quickbooks pro 2009, need private class proxies ips, quickbooks enterprise, quickbooks solution, free php class extract info pdf file, invoices quickbooks, rik info solutions private limited

Project ID: #4943550

Awarded to:


Hello Sir I read your project description and i think you need a parallel system which will be tightly integrated with Quickbooks please check inbox i have mentioned the details of this project work flow Thanks

$33 USD in 1 day
(14 Reviews)