Let’s say that you have QuickBooks users in your office that need to be able to process sales with credit cards on file, but you don’t want those users to be able to see the credit card details that are stored in QuickBooks.
This is easy to accomplish.
In QuickBooks, just click Company / Edit Users and Passwords / Set Up Users.
Select the user for whom you want to restrict credit card access. Click Edit User.
Click Next until you get to the Sales and Accounts Receivable Screen. You’ll see this:
Uncheck the box at the bottom that says “View complete customer credit card numbers” and then click Finish.
Make this adjustment to the permissions of any users for whom you wish to prevent a view of customer credit cards.
We have seen a number of Enterprise 13 company files come in for data repair over the last month that had corrupted customer credit card information in the file. This kind of data corruption causes the file to fail verify and rebuild and sometimes prevents credit card data from being saved in the file.
In versions prior to 13, we would sometimes see files with corrupted credit card information, particularly if user information in the file was corrupt. But we believe something is different in ES 13, at least through the R4 update. We’re seeing a much higher percentage of files with this kind of corruption.
Almost all of these files have been repairable — we’ve been able to repair the files so that they verify and rebuild without errors and the users can save credit card information afterwards. Sometimes, however, the credit card details themselves are unsalvageable and we have to delete them to save the rest of the file.
Hopefully, the newly released R5 update has addressed whatever the underlying issue is and there will be less of these data integrity issues popping up. We should have a better sense of that in the weeks to come.