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Create and customize a user login in QuickBooks Desktop Point of Sale

SOLVEDby QuickBooksUpdated 1 year ago

To protect your company file, QuickBooks Desktop Point of Sale allows you to create and customize user accounts and passwords.

Set up User login

SysAdmin Password

  1. From the File menu of your Point of Sale, click Company, then select Preferences.
  2. Click General and ensure that Require users to log in is selected.
  3. Click OK and Save.User-added image

 

Create an employee password

Reminder: You cannot create an employee log in without setting up the SysAdmin.

  1. From the File menu, click the Employee List.
  2. Right-click the name of the employee, then select Edit Employee.
  3. Click Create Password.
  4. Type in the desired password and click OK.
  5. Click Save.User-added image

 

Assign security group and rights for employees

Assign a security group

  1. From the Employee menu, select Employee List.
  2. Right-click the name of the employee, then select Edit Employee.
  3. Select the appropriate Security Group, then Save.User-added image

 

Edit the Security Rights

  1. From the Employee menu, click Security.
  2. Review the list, then select or clear the restrictions as necessary.
  3. Click Save.User-added image

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