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Setting Up QuickBooks Users

Posted by Dave Dunn on April 14, 2008 | 0 Comments

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Only the QuickBooks Administrator can set up new users. The process of setting up new users is very simple, but you do need to think about what areas of QuickBooks you want the user to have access to and what functions you want them to be able to perform. Start by selecting Set Up Users from the Company menu.

QuickBooks Set Up Users Menu

Select Add User.
QuickBooks User List

Fill out the new QuickBooks user's User Name and Password. QuickBooks Set Up User Window

If you want the new user to have access to all areas of QuickBooks, select this option. Otherwise choose Selected areas of QuickBooks. Click Next. QuickBooks Set Up User Access Window

If you selected All Areas of QuickBooks, click Yes to the messagebox that appears, and Finish on the screen which summarizers the user's access rights. Summary of QuickBooks Access Rights

If you chose Selected Areas of QuickBooks, you will now have the opportunity to select the level of access you want the user to have to each area of QuickBooks. Here is a brief description of the access levels:

  • No access: absolutely no access to that area of QuickBooks.
  • Full access: the user can do everything in that area of QuickBooks accept edit and delete transactions. You will have the opportunity to allow the user to edit and delete transactions later in the setup process.
  • Selective access: selective access enables you to give a user access to an area of QuickBooks and then to place restrictions on the activities they can perform.

The Sales and Accounts Receivable window below is the first one you will see. Choose the level of access, click Next, and then do the same in the windows that follow.Set Up QuickBooks User Sales Access

The last screen summarizers the user's access rights. Click Finish. The new QuickBooks user is now listed in the QuickBooks User List. You can edit or delete the user at anytime, so don't worry if you aren't sure what options to select during the setup process. If you are concerned about giving a user too much access, then err on the side of giving too little access and edit the user's access rights later if necessary.


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