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Level 2

User Access - QuickBooks Enterprise Desktop

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.  

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QuickBooks Team

User Access - QuickBooks Enterprise 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.

 

Here's how: 

  1. Go to the Company menu, then select Set Up Users and Password, and then Set up Users.
  2. Select Add User...
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. 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 AccessFull Access, or Selective Access.
  5. Click Finish.

Here's an article that you can go over for more information: QuickBooks Desktop Users And Restrictions.

 

For future reference, you can go to these banking articles if you have questions related to banking topics that include bank reconciliation.

 

Keep me posted if you have any other concerns about the user's setup. Stay in touch if there are any other questions that arise.

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