You'll have to set up a new role since the copy and paste function isn't available in QuickBooks Desktop (QBDT) Enterprise, DMB6453.
First off, sign in to QuickBooks as the admin user of the company file. Keep in mind that only administrators can manage users. When you're ready, follow these steps to add the user and assign the role:
- Navigate to the Company menu at the top to select Users and Set Up Users and Roles.
- In the Role List tab, tap the New button to open the New Role screen.
- Fill in the Role Name field with the correct information.
- In the Description box, enter brief details about the role.
- Go to the Role Access section and select the specific area in QBDT the user can access.
- In the Area Access Level section, tick the radio button for the specific level you wish to assign to the user: None, Full, Partial,
- Press the OK button once done.
After performing these steps, you can use and assign the role to the user. Refer to this article for detailed instructions: Create and manage users and roles in QuickBooks Desktop Enterprise. From there, proceed directly to the Add a QuickBooks user section.
To learn how to assign roles and control users' access to certain areas in QBDT, check out this article: Areas, Activities and Access Levels.
In the future, follow the steps in these articles if you wish to change the primary admin role or customize each user's job role:
Fill me in if you still need guidance managing your user's roles and other product-related tasks. The Community is available round the clock to assist you further.
