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Level 1

Additional users

Additional users - If a client is using Desktop Pro 2018 can he grant access so I can pull reports, etc?

1 Comment
QuickBooks Team

Additional users

Good day, Jgeer,

 

Yes, your client can add a user who can pull up reports and other features in the program.

 

There are three (3) levels of access in QuickBooks Desktop Pro:

  • All areas of QuickBooks
  • Selected areas of QuickBooks - You'll customize the restrictions for the different areas.
  • External Accountant -  Have access to all areas except sensitive customer data.

Your client can follow the steps outlined below on how to add a user.

  1. Go to the Company menu.
  2. Select Set Up Users and Passwords, then Set Up Users.
    adduserinQBDTpro.PNG
  3. Click Add user.
  4. Enter the User Name, Password, and Confirm Password.
  5. Click Next.
    adduserinQBDTpro1.PNG
  6. Choose an access, then click Next.
    adduserinQBDTpro2.PNG
  7. Follow on-screen instructions.

You can also refer to this article, QuickBooks Desktop Users and Restrictions for more details. It will guide your client on how to add and edit a user permission.

 

Let me know if you have follow-up questions, and I'm happy to help ensure your success.

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