How to Add a User License in QuickBooks Software (QBO & QBD)

As a QuickBooks user, are you still waiting for the file to reach your system to complete the work? Then you don’t know about the new feature of QuickBooks multiuser mode. If you want more people can access your QuickBooks file at the same time, then you have to add a user license in the QuickBooks software. BY doing this new user can easily access the same data as you to complete the work properly and effectively before the submission date.

In this blog, you will get full details about the user licensed in QuickBooks and how you can add a User License in QuickBooks so that the new user can also access the project file.

What is a User License in QuickBooks?

A user license in QuickBooks is a set of rules and regulations that a user follows to access and work in the same QuickBooks project file. Normal QuickBooks software has some limitations to add up to 5 users to access the data. The license is really crucial to protect the financial data of the business, which is necessary to complete the project. Using the user license, you can also access your business financial data. Using this license, you can easily divide employee according to their skill at different parts of the project.

Using the user license, you can add up to 5 members to access the project file in QuickBooks. For more users to access you have to take a subscription.

What is the necessity of a User License in QuickBooks?

License in QB is really very helpful to enhance the project compilation process. Using the QuickBooks multi-user license accounting manager can easily divide employees to work in different sections of the project. Some of the other necessities of a user license in QuickBooks are that after knowing that they all have to work together then it will increase the confidence among employees to complete the work fast and impress the manager.

If the manager wants a proper financial report, then employees can be assigned to work together to get a proper, useful report for the business. Any work requires more help than you can add more employees to the work to reduce the tension and stress.

Benefits of the User License in QuickBooks

After knowing the necessity of the QuickBooks user license, everyone will be in doubt whether it can provide benefits in the business working process. Then don’t worry, it will provide many benefits in the business working process and help to enhance the working speed also.

  • Data Protection: Giving the ID and Password of your account is much better than giving IT access to someone.
  • Access Control: You will have full control on the site who can access and who cannot.
  • Multi-User: QuickBooks allows multiple users to access the same file without a license to complete the work.
  • Access from Anyplace: QuickBooks online software can help access the company file from any location in the world.
  • Simplify the work: At the same time, many users can work, so there is no need to pass the license among the employees.

Method to Add a User License in QuickBooks Software

If you want to add a user license to the QuickBooks software. Directly move to the QB application home screen. Then click on the F2 button on your keyboard. It will open the product information tab. There, you can check the number of licenses present.

Procedure To Add a User License in QuickBooks Online

  • You have to go to the settings of the QuickBooks Online application.
  • There, you find an option for your company heading. Click on it and select the manage user button.
  • Click the option Add User.
  • Enter the new user details, like name, email ID, or other data.
  • Move to the menu option and click on access level.
  • This invitation will be sent to the user through their email ID to accept the request.

Method To Add a User License in QuickBooks Desktop

  • Move to the home screen of the QuickBooks Desktop application.
  • Click on the company menu option. Move to the user option to set up the employee user ID and password.
  • Click on the Add user option.
  • Add a new username and password for the new team member.
  • Other side, it is showing a note to add this user to my license.
  • Scroll to the button for adding a new user to your group and complete the setup process perfectly.

With this procedure, you can add a user license in both QuickBooks Online and QuickBooks Desktop.

Earlier Precautions taken to add a User License in QuickBooks Software

Before add a User License in QuickBooks, you have to prepare for some important actions and errors during the procedure. You have to take care of some safety precautions, like:

  • Subscription: Properly check if your QuickBooks has a proper subscription plan or not to prevent errors during the process.
  • Back Up: Properly do a backup process of your company file to prevent the loss of business important files during the procedure.
  • Access to Software: Do not give full access to your software to the new employee, and give access to the project.
  • Security System: Before giving any access make confirm that it is working properly with the system security.
  • New User Data: Properly collect all the data of the new user to properly enter the data during the data entry process.
  • Invitation: When an invitation is sent to the new user, it should be accepted within 48 hours; otherwise, it will expire.

Conclusion

I think that this blog helps you to solve most of your doubts about how to add a user license in QuickBooks. Why is it necessary to enhance the working speed of the project? Its multi-access feature is really like a blessing for the easy and fast compilation of a project. After reading this, if you still have any doubts, you can contact the QuickBooks official center for support.

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