How to Limit the Access to a Quick Book

You can limit the access an employee has to a Quick Book.

QuickBooks is a small business accounting software that allows either an administrator or multiple users to access a company's financial information. QuickBooks includes features that support automatic billing, invoicing and payroll information. A company that has an employee who needs to access one or a few of the Quick Books--but not all of them--can limit the amount of access an employee has so that he only will be able to view the Quick Book that the system administrator designates.

Instructions

1. Click the "QuickBooks" icon on your desktop to open QuickBooks.

2. Click "Company" on the menu bar. Select "Set Up Users."

3. Type your Administrator username and password into the boxes that appear. Type the password again to verify it. Select "Enter." A "Permissions" window will appear.

4. Enter the name of the user you want to have limited access. Click "Next."

5. Click "Selected Areas" on the "Permissions" page. Click "Next." A wizard will open a series of Quick Books and ask if you want to allow the user to have access to the Quick Book in question.

6. Click "Yes" when the wizard opens the Quick Book you want for the employee to be able to access.

7. Close the page after the wizard completes. You now have limited the access to a Quick Book.

Tips & Warnings

• Clicking "No" or not clicking anything will set the user's account to "No Access" for a Quick Book.

References

• Quick Books Advisor: Limit Access

Resources

• QuickBooks: About QuickBooks