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:

quickbooks view credit card numbers
Just one click makes credit card numbers viewable or not.

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.

RELATED: How to Restrict User Access in QuickBooks
                  Why Can’t I Lock a User Out of That?

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