How to Create Users in QuickBooks

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Having multiple users on the same computer, or the same piece of software, can get pretty messy. QuickBooks, the accounting program from Intuit, allows multiple users work on the same copy of the software. Whether you have to add a dozen additional users or just another one or two, you can add new users to your copy of QuickBooks, and give those separate users different levels of access and control.

Creating a User

  • Sign in to a QuickBooks administrator account. Only an administrator can add new users.

  • Open the ""Company menu.

  • Click "Users," and then click "Set Up Users and Roles."

  • Open the "User List" tab. Click "New."

  • Type a user name into the "User Name" field.

  • Type your password into both the "Password" field and the "Confirm Password" field. Click "OK" to create the new user.

Assigning User Roles

  • Open the "Company" menu.

  • Click "Users," and then click "Set Up Users and Roles."

  • Open the "User List" tab. Highlight the user's name and click "Edit."

  • Click a role from the "Available Roles" list. Click "Add." Repeat this process for any additional roles that you wish to add to this user.

  • Click "OK" to close the "Edit" screen and confirm the assigned roles.

References

  • Photo Credit Jupiterimages/Photos.com/Getty Images
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