Adding users and giving them access

Go to the Company menu, choose Users, and then click Set Up Users and Roles.

Click the User List tab and then click New.

Enter the name of the person in the User Name field.

Enter a password, first in the Password field and then in the Confirm Password field.

Next you can click OK to finish adding the new user.

or

Assign roles to the new user.

Go to the Company menu and click Set Up Users.

Click Add User.

Assign a user name and password:

• Enter the name of the person in the User Name field.

• (Optional) Enter a password: first in the Password field and then in the Confirm Password field.

• Click Next.

Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks.

Click Next.

• If you granted access to all areas of QuickBooks, you have no more selections to make. Click Yes to confirm that you want this person to have full access. Click Finish to complete the setup process.

• If you are selecting the areas the user has access to, make your selections on each screen that appears. Click Next to go to the next screen.

When the Changing or Deleting Transactions window appears, select Yes to the first question if you want the user to be able to edit and delete transactions in addition to creating them. Also indicate whether you want the user to have access to transactions from prior accounting periods.

When the last screen appears, review the table that summarizes the access rights you granted. If you need to make a change, click Prev to return to the appropriate screen.

Click Finish to complete the setup process.