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March 1, 2023
Solved

Password

  • March 1, 2023
  • 2 replies
  • 17 views

I am currently training someone who logs into QB under my password.  Is there a way to password protect certain reports so that I can still have access but he/she cannot?  Example:  I need to access Accountant reports but do not want them to be able to access.

Best answer by Bryan_M

You're in the right place, @Liftco.

 

Creating a password for certain reports isn't possible. Also, for your trainee to not log in using your credentials, you can add them as users and edit their permission.

 

And I'm here to help you perform it. We can use the predefined roles setup, let's keep in mind that any adjustments you make will apply to all users who have that role.

 

Here's how:

 

  1. Go to the Company menu, then select Users.
  2. Choose Set Up Users and Roles.
  3. Enter the admin password, then click Ok.
  4. Select the Role List tab.
  5. Select a role, then select Edit to review its permissions.
  6. In the Area and Activities section, choose an area of your accounts such as clicking the Reports, and ensure that it has no green shade to not allow users to access it. Then, select None, Full, or Partial to set the access level.
  7. Once done, select OK to save.

 

You can also create a new custom role, feel free to read this article for more details: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

If you want to set data-level permissions for your users' job roles. You can read through this article: Create data level permissions in QuickBooks Desktop Enterprise.

 

For additional questions about adding users in QBDT, never hesitate to reply to this post, Take care and have a good one!

2 replies

Fiat Lux - ASIA
Level 14
March 1, 2023

You should create a new profile and password to the trainee.

Bryan_M
Bryan_MQuickBooks TeamAnswer
QuickBooks Team
March 1, 2023

You're in the right place, @Liftco.

 

Creating a password for certain reports isn't possible. Also, for your trainee to not log in using your credentials, you can add them as users and edit their permission.

 

And I'm here to help you perform it. We can use the predefined roles setup, let's keep in mind that any adjustments you make will apply to all users who have that role.

 

Here's how:

 

  1. Go to the Company menu, then select Users.
  2. Choose Set Up Users and Roles.
  3. Enter the admin password, then click Ok.
  4. Select the Role List tab.
  5. Select a role, then select Edit to review its permissions.
  6. In the Area and Activities section, choose an area of your accounts such as clicking the Reports, and ensure that it has no green shade to not allow users to access it. Then, select None, Full, or Partial to set the access level.
  7. Once done, select OK to save.

 

You can also create a new custom role, feel free to read this article for more details: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

If you want to set data-level permissions for your users' job roles. You can read through this article: Create data level permissions in QuickBooks Desktop Enterprise.

 

For additional questions about adding users in QBDT, never hesitate to reply to this post, Take care and have a good one!

LiftcoAuthor
March 13, 2023

Will I have to buy another user for the trainee?

Fiat Lux - ASIA
Level 14
March 13, 2023

No. If you can use the same computer in turns. The license is dedicated to a computer, not a user profile.