Payments

Hi there, Andrew. In QuickBooks Desktop (QBDT), you can assign roles to users, allowing you to manage the areas of your company file they can access. I'll walk you through the process and provide a visual reference to help you navigate this process smoothly.

As mentioned, you can create and assign specific roles to each member or user within the program. The role you assign determines which sections of your company they can access based on their assigned permissions. These are the steps:

1. Access your QuickBooks Desktop company.
2. Click the Company menu, then select Users.
3. Select Set Up Users and Roles.
4. Locate the user you want to edit the roles and then click the Edit button.
5. Choose from the available roles the task you want to add to that specific user.
6. Click the Add>> button to set the role and then click Continue.
7. Once done, click the OK button and then Close. You can repeat this process and assign different roles to all users in your company file.

For visual reference, see the image below.

You can also check this page to learn more about the process: Create and manage users and roles in QuickBooks Desktop Enterprise.

On top of that, in case you want your company to be accessible from other computers, check this article for further instructions: Host your company data in multi-user mode in QuickBooks Desktop.

I've enjoyed helping you through this and look forward to assisting you if you have other QuickBooks inquiries. You can comment below so I can respond and provide the details needed to address your concerns. Keep safe.