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ljbriley
Level 2

When setting up a new user with restrictions, the directions say to Go to the Company menu, then select Set Up Users and Password and then Set up Users. Select Add User... Fill out the User Name, Password, and Confirm Password fields, then select Next. Question is when entering the password field for a new user, are we entering a new password specific to the new user, or the Admin password?

How can I set up restrictions so an employee (user) can create invoices, receive payments for the invoices, record deposits, enter credit card charges, write checks, but not be able to see anything else? 

Solved
Best answer August 31, 2020

Best Answers
MirriamM
Moderator

Hello there, ljbriley.

 

When setting up users, the User Name and Password you'd enter will be for the user. It will serve as an optional password for them.

 

As for setting up a user with restrictions, choose Selected areas of QuickBooks, for you to make selections on what they can access. 

qbdt user.JPG

 

Take a look at this article to know more about this process: QuickBooks Desktop Users and Restrictions.

 

If you're using QuickBooks Enterprise, you can refer to this link in adding users and restrictions: Create and manage roles.

 

Keep me posted if you have any clarifications when managing users. I want to make sure this gets resolve for you. Take care.

View solution in original post

2 Comments
BigRedConsulting
Community Champion

The password is for that user.

I don't think you can get as specific as you would want.  You can assign rights by area of the program, but not per transaction type. 

 

For example, to record deposits they'll need banking rights, which then gives rights to more than just deposits.

 

Enterprise includes much more granularity than Pro/Premier, and you may be able to do what you need there.

MirriamM
Moderator

Hello there, ljbriley.

 

When setting up users, the User Name and Password you'd enter will be for the user. It will serve as an optional password for them.

 

As for setting up a user with restrictions, choose Selected areas of QuickBooks, for you to make selections on what they can access. 

qbdt user.JPG

 

Take a look at this article to know more about this process: QuickBooks Desktop Users and Restrictions.

 

If you're using QuickBooks Enterprise, you can refer to this link in adding users and restrictions: Create and manage roles.

 

Keep me posted if you have any clarifications when managing users. I want to make sure this gets resolve for you. Take care.

View solution in original post

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