How do I add QuickBooks users and grant them access?

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To grant access or provide a permission to the others only QuickBooks Enterprise administrator have an authority to given access.

 

For QuickBooks Users: –

  1. Firstly go to the Company menu then choose Users
  2. Click on Set Up Users and Roles.
  3. Click the User List tab and then click New.
  4. Enter the name of the person in the User Name field.
  5. Enter a password, first in the Password field and then in the Confirm Password field.
  6. Next you can click OK to finish adding the new user.

To Assign Roles to the New User: –

  1. Go to the Company menu and click Set Up Users.
  2. Click Add User.
  3. Assign a username and password:
    • Enter the name.
    • Enter a password and write password again for conform.
    • Click Next.
  4. Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks Online.
  5. Click Next.
  6. Then select the limited areas the user has access make your selections, click on next button.
  7. If you grant permission so you can access to all areas of QuickBooks, you have no more selections to make. Then click on Yes button.
  8. When the Changing or Deleting Transactions window appears, select Yes or change according to its need.
  9. When the last screen appears once you can click on the review button then at last click on preview to see appropriate screen.
  10. Click Finish button for completion

For more information about QuickBooks we also provide a QuickBooks Payroll Customer Service.

Answered on July 25, 2017.
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