We have a new employee starting and I would like to have that person prepare bank reconciliations. Is there a way for me to give access to the bank rec, but very little other information? We use QuickBooks Enterprise Pro - Desktop.
Let me guide you add a new user and set up roles in QuickBooks, 7150.
QuickBooks Enterprise is the only version that can restrict access to certain areas of a user. You can add the new employee and set up the user and its roles.
Go to the Company menu, then select Set Up Users and Password, and then Set up Users.
Select Add User...
Fill out the User Name, Password, and Confirm Password fields, then select Next.
On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No Access, Full Access,or Selective Access.