How To Set Up Users In Quickbooks

Learn how yous can create and manage users and roles in QuickBooks Desktop Enterprise.

QuickBooks Desktop Enterprise lets you lot add a user with a specific part to manage your books. Y'all tin create a user that has a specific role and access. Hither'south how to create a user and assign its part.

Note: Merely admins can create and manage users. Make sure to sign in every bit the admin user of the company file.

Add a QuickBooks user

Here's how you can add together a user, then assign a function to information technology.

Go to the Visitor menu, then select Users.
Select Prepare Up Users and Roles.
Enter the admin password, so select OK.
Select the User List tab, then select New.
Enter a user name and an optional password.
In the Bachelor Roles section, select the user'southward roles, and so select Add.
Select OK.

Invite Intuit account users

If yous take users that don't regularly work in QuickBooks and only need admission to connected services like Payroll , Workforce , QuickBooks Fourth dimension , or Capital , y'all can invite them to create an Intuit account. Here's how.

Go to the Company card, then select Users.
Select Intuit Account User Management.
From the Users tab, select Add user.
Enter the user's email, select a office from Available roles, then select Add together.
Select Add user.
Select OK.

Accept them check their email and select Accept Invite, and then sign in with their email or user ID.

Use predefined roles

You can select from 14 predefined roles. These cover common roles for most businesses. Roles marked with an asterisk (*) have unrestricted access to view all transactions in your account. You can likewise customize predefined roles so you showtime with some existing permissions. Keep in heed, whatever adjustments you make apply to all users who take that role.

Go to the Visitor card, then select Users.
Select Prepare Users and Roles.
Enter the admin password, then select OK.
Select the Role List tab.
Select a function, and so selectEdit to review its permissions.
In the Area and Activities section, select an expanse of your accounts. You tin can selectNone, Full, orPartial to set the access level.
One time you set the permissions, select OK to save.

Create a new custom role

You can create brand new roles from scratch. This lets you determine which specific areas of your accounts tin can be accessed.

Go to the Visitor menu, then select Users.
Select Set up Up Users and Roles.
Enter the admin password, then select OK.
Select the Role List tab, and then select New.
Requite the role a proper name and description.
Note: Name something that indicates its permission level.
In the Area and Activities department, select an area of your accounts. Review each area and select None, Full, or Partial to ready the function's permissions.
Once you prepare permissions for each area, select OK to save.

Review roles and permissions

If you need to view all roles and their permissions, y'all tin run a Permission Access by Roles report. Here's how.

Go to the Company menu, then select Users.
Select Prepare Up Users and Roles.
Enter the admin countersign, so select OK.
Select the Role Listing tab, then select View Permissions.
Select the roles yous want to review, then select Display.