Creating Quickbooks users

You must be logged in as ADMIN to perform this task.

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

  2. Click the User List tab and then click New.
  3. Enter the name of the person in the User Name field.

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

  5. Click Next and Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks.

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

  7. 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.

  8. Click Finish to complete the setup process.

  9. Once the users are created the final step will be to go to File > Switch To Multi-User Mode which will allow you and the new users to access the company file at the same time!



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