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lrhmail45
Level 1

PERMISSIONs in quickbooks

WHO HAS PERMISSIONs to Import/export in quickbooks

trying to import chart of accts into new companies as they are created
right now I have to get my boss who is an admin to login every time in order to do the import
I was wondering was there a way for her to give me permission to do imports from my user name

1 Comment
RCV
QuickBooks Team
QuickBooks Team

PERMISSIONs in quickbooks

Let me provide you some information about users' access in QuickBooks, lrhmail45.

 

At this time, only the Administrator or External Accountant can export or import the data in QuickBooks. This is the reason why you encounter the prompt message below.

 

 

Capture02.PNG

 

You may ask your boss to set you up as the External Accountant. Here's how:

 

 

  1. Click Company on the top menu.
  2. Choose Set Up Users and Passwords.
  3. Tick Set Up Users.
  4. Hit Add User.
  5. Enter the details in the User Name, Password, Confirm Password fields. 
  6. Tap Next.
  7. Select External Accountant.
  8. Hit Yes  to confirm.
  9. Press Finish

admin01.PNG admin02.PNG admin03.PNG

 

To learn more about users' access, please check out this article: QuickBooks Desktop Users and Restrictions.

 

I have here an article for more details about importing and exporting data in QuickBooks: Import and export data in QuickBooks Desktop.

 

Fill me in if you need a hand with managing your account or any QuickBooks related. I'll be here to ensure your success.

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