AileneA
Moderator

Account management

Hello, vwat. 

 

I appreciate you for providing the version of QuickBooks you're using. The steps provided by my colleagues apply for QuickBooks Desktop Enterprise version. For QB Premier version. Here’s how:  

 

  1. Go to the Company menu, then choose Set Up Users and Password
  2. Click the Set up Users.
  3. Tap Add User.
  4. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  5. 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.
  6. Hit Finish, once done.

  

 

 

 

These guides provide an overview of setting up an user type and role as well as its restrictions. 

 

 

Get back to us if you have additional queries. We're here to help. Keep safe and healthy!