Auto back up configuration for QuickBooks Desktop company file with non-admin user account

I can share a few details about the limitation of a deleted users from the company file, @Guest139.

Usually, once an account admin removes a non-admin user, this will automatically cease privileges and access from the Company file. It includes particular tasks like performing automatic file backups and role-specific abilities.

In your case, you can use the Primary Admin Account if you're the owner running the business. This can help you create automatic backups without worrying about being removed as a non-admin user. If you're a non-admin or a basic user, the Primary Contact/Admin will decide to grant you the opportunity to get admin privileges. For more details, you can refer to this article: Create and manage roles in QuickBooks Desktop.

In addition, here's an article to let QuickBooks backup the company file automatically:  Back up your QuickBooks Desktop company file.

Let me know if you have additional questions about basic and admin user roles and backing up company files. I'm always here to help. Take care!

We have had a lot of problems with the Enterprise company file the last year or so, especially the auto backup function and signin issues with the network. We contacted Intuit many times and unable to solve.

We decided to buy a PC dedicated to hosting the company file and put it in our front showroom (it was previously it was hosted on the admins computer but he also ran several other large programs on the same computer). Now that the new computer is set up, we created a new user and are trying to give that user minimal roles because the company file would be open in our showroom all day and we don't want everyone to have access to the financial and payroll reports. How do we give this new computer (new user) the correct roles that it has access to run the auto back up function and other minimal roles such as sales and payments (no payroll and financial reports). The most important roles we need for that user to be able to run auto backups and be able to use the estimate function since it's in our showroom when customers come to visit.

Thank you for joining this thread, szadro.

I'll be glad to walk you through the process of adding a user with the access levels mentioned above. Let's use the predefined roles function to accomplish these tasks.

Here's how:

1. In your company file, head to the Company menu at the top bar to choose Users and then Set Up Users and Roles.
2. This will bring up the Users and Roles window.
3. Enter the admin password and select OK.
4. Go to the Role List tab and pick a role from the list, like Sales.
5. Click the Edit button to review its permissions.
6. From there, tick the radio buttons for Customers & Receivables and File.
7. Then set the specific access level: For example, None, Full, Partial, View, Create, Modify, Delete, or Print.
8. Tap the OK button to apply the changes.

You can learn more about the process in this article: Create and manage users and roles in QuickBooks Desktop Enterprise. It includes steps for creating a custom role, inviting intuit account users, and reviewing roles and permissions.

Additionally, we have resources that cover the topics of managing and adding Intuit product users. Click here to access the articles.

If you have any further questions about changing the user's role, leave a comment below and tag my name. I'll be right back to help you out. Have a wonderful rest of your day.