Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
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.  

1 Comment
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.

Need to get in touch?

Contact us