如何帮助QuickBooks保护您的数据

你的客户名单是黄金. That's why it is so important to protect those Social Security and bank card numbers in your payroll, 客户端, and vendor records from intruders and make sure they are only viewed by authorized employees.

It's not just large corporations and financial institutions that get hacked. 坏人就是想让你这么想. 在现实中, small businesses are often the victims of data breaches because their owners think they're immune from data theft and destruction.

Even if you're password-protecting your PCs and running antivirus and anti-malware software, there's more you need to do when it comes to your accounting records. 让我们仔细看看.

通过设置用户权限来限制访问.

If you have multiple staff members using QuickBooks, don't share the same user name and password. That obviously gives everyone access to all data and activity. If something goes awry, you have no way of knowing when or how it happened, and who was responsible. 为了保护你自己和所有登录的人, it's critical that all users have their own unique logins. They should only be allowed to access information and functions that relate to their job duties.

要分配这些权限级别，请打开 公司 菜单，点击 设置用户和密码,然后 设置用户. 这将打开 用户列表 窗口中，您应该被标识为 管理. 点击 添加用户. Enter a user name and password for an employee who needs access (this can be changed later). 在前面的方框里打勾 将此用户添加到我的QuickBooks许可证中.

Tip: Not sure how many users are allowed under your current license? 点击 F2 看左上角. 如果您需要添加license，请致电.

点击 下一个. 下一个屏幕列出了三个选项. You can grant access to all areas or to selected areas. You can also create a login for us as your external accountant, which lets us see 一切 except sensitive customer data. 选择第二个选项并单击 下一个. You can see in the image above that you can give the employee different levels of responsibility. 当你做出选择后，点击 下一个. The subsequent nine screens deal with different areas of QuickBooks and their related activities.

提示:当您需要更改密码时, 你应该至少每三个月做一次吗, 去 公司 | 设置用户和密码 | Change Your 密码.

将公司文件保存在其他地方.

You should always be backing up your company file to an external storage device (like a CD or thumb drive). 要进行设置，请打开 文件 菜单和选择 后备公司,然后 创建本地备份. 此窗口将打开:

确保 本地备份 ，然后单击 选项 下面的按钮(不在图片中). 点击 浏览 to see a directory of your PC and select the correct destination. 离开 two boxes below it checked; this will add the backup date/time to the filename and limit the number of backup copies to three.

默认情况下, QuickBooks will remind you to back up your file every fourth time you close your company file; you can change this number if you prefer. 离开 完成验证 选项选中后单击 OK,然后 下一个. Specify when you want to save your backup copy and click 下一个 再一次。. You can schedule regular backups of your company file on the next screen if you'd like. 完成此屏幕后，单击 完成.

You should also consider saving a copy of your company file to the cloud. Intuit offers its own service for this; it costs $9.95美元/月或99美元.每年95, 但它能给你100gb的存储空间, 这样您就可以备份其他重要的业务文件, 太. 如果你不能在经济上解决这个问题, at least store your backups to a portable device that you can carry offsite.

Warning: If you already pay for cloud storage from another vendor, don't assume you can just copy your QuickBooks file to it. 如果你对此有任何疑问，请打电话.

其他步骤

There are other things you can do to protect your QuickBooks data, including:

While the software's instructions are straightforward with regard to setting up any kind of backup system for QuickBooks, please don't hesitate to call if you are worried about jeopardizing the integrity of your company files.

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