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JacquelineM1
Level 1

Adding Users to QuickBooks Pro

Hello!

I have a client that has an employee that was working as the admin user in the company profile.  They decided to set her up as a separate user, however when they added the user, all the details of the admin profile were not there such as default accounts when entering payments/bills etc.  Is there a way to transfer all these details from one user to another?

 

thansk for the help!

1 Comment 1
Jessica_young
Moderator

Adding Users to QuickBooks Pro

Great question, @JacquelineM1.

 

Although there's no way to transfer information or saved preferences between user accounts, you can easily customize a user profile within QuickBooks Desktop.  

 

For more information on creating user-roles within QuickBooks Desktop, check out this article: Create and manage roles in QuickBooks Desktop Enterprise.

 

Any other questions you may have, please know I'm happy to assist! 

 

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