QuickBooks Team

Re: Password for Sample file on advance reporting

Hey there, @Mark_T.

 

Thanks for posting here in the Community. Allow me to share some insights about entering a password when adding a user for advanced reporting. 

 

You'll need to modify the user's role for your company and add access for the advanced reporting. This way you can have a passport when accessing the report.

 

To do that:

  1. Click Company located at the top, and select Users.
  2. Choose Set Up Users and Roles, then click the Role List tab.
  3. Click the New button, and enter the Role Name and Description
  4. Under Role Access, click the expand icon before File.
  5. Select QuickBooks Advanced Reporting.
  6. Under Activity Access Level, click the radio button before Full then click OK.
  7. Go back to the User List tab and select the user you want to edit.
  8. Find the role for advanced reporting under Roles, and click the Add button.
  9. Click OK.

To learn more about this process, please check out these articles:

With these resources, you'll be able to add a user for advanced reporting.

 

Please let me know if I can be of additional assistance. I'll be around to help. Have a great day!