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Unclewilley
Level 1

QB Desktop multiple PCs Administrator

My organization has QB Desktop license permits installation on three separate PCs for 3 separate entities. Data resides on the local PCs not on a server except for backup and the data is not shared among the PCs/users. QUESTION: can each independent installation of the software be assigned a separate Administrator User ID and Password or must there be one shared Master Administrator? Each entity desires to have different settings for various Company Level Preferences and the ability to run Admin level utilities independently without needing to involve a shared Master Administrator. Also, each entity does not want the others to have access to each others systems.

2 Comments 2
jamespaul
Moderator

QB Desktop multiple PCs Administrator

Hello, Unclewilley.

 

I have some information on setting up individual administrator for each independent installation. 

 

Yes, you can assign a separate administrator user ID and password for each individual installation. As long as the installation and the file remain separate, each entity will have administrator privileges. Also, other users won't direct access to another system. 

 

Note: There is only one primary admin per company file. However, you can always add another secondary admin. 

 

To set up or change the settings for your users: 

 

  1. Open the QuickBooks company file. 
  2. Go to the Company menu, then hover on Set Up Users and Passwords.
  3. Choose Set Up Users.
  4. Click Add user or edit the current user. 
  5. Select the areas where the entity would have access to. 
  6. Complete the interview prompts to finish setting up their rights. 

 

qbdt1.PNG

 

Do this until all of your entities are set up in their own individual systems. 

 

For more details about setting up users in QuickBooks Desktop, you can check this article: QuickBooks Desktop Users and Restrictions

 

You can share our articles list if you or your users need help navigating around QuickBooks. They have guides in recording transactions, running reports and such. 

 

I can help you out again if you have more questions with QuickBooks Desktop. Add the details in this thread and I'll be there with you. 

Unclewilley
Level 1

QB Desktop multiple PCs Administrator

Thanks for your reply!! I'll run it by our current administartor.

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