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Arsal2244
Level 1

How to manage multi companies in Quickbooks Enterprise

I am doing remote book keeping for my different clients around the globe. is it possible for me to open different companies on Quickbooks enterprise with limited access to my clients?

2 Comments 2
Fiat Lux - ASIA
Level 15

How to manage multi companies in Quickbooks Enterprise

How did they access their own company file at this time?

 

GlinetteC
Moderator

How to manage multi companies in Quickbooks Enterprise

Yes, it's feasible, Arsal2244.

 

QuickBooks Enterprise allows you to create and manage multiple company files, each with its own set of users and access permissions. You can assign specific roles and permissions to users, restricting their access to certain areas and activities within each company file to help ensure that clients only have access to the information and features that are relevant to them.

 

Here's how to add a user and assign it a role:

 

  1. Go to the Company menu and click on Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password and click OK.
  4. Go to the User List tab and click New.
  5. Enter a username and an optional password.
  6. In the Available Roles section, choose the roles for the user and click Add.
  7. Click OK.

 

You can learn more details in this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

I'm also including these links as a reference on how to assign roles and allow or limit access to Areas and Activities, as well as a guide on how to add, update, and troubleshoot user login and restrictions: 

 

 

Further, here are some resources you can read that tackle different ways to track customer transactions, as well as accounts payable workflows in QBDT that you can use for future tasks:

 

 

 If you have any further questions or need assistance managing access to your QuickBooks company file and safeguarding your financial data, please leave them in the comments section. I'm here to assist you more.

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