Quickbooks Tip: How to Set Up New Users

How do I set up new users?

1. Click on the Company tab of the QuickBooks navigator.
   
2. Click on Setup Users and Passwords or the image of the two people and a key.
   
3. Fill out the info. of the new administrator you would like to set up.
   
4. Click OK.   A user list pops up, showing a list of current accounts.
5. Click on "Add User"
   
6. Enter the user name and an optional password for the new user. Then click next.
   
7. You will be asked if you want your new account to have full access or to customize his access.
   
8. Select "All areas of Quickbooks" OR, You can limit your new account's access to the following items:
   • Sales and accounts receivable
   • Purchases and accounts payable
   • Checking and credit cards
   • Inventory
   • Time Tracking
   • Payroll
   • Sensitive accounting activities
   • Sensitive financial reporting
   • Changing or deleting transactions
9. From that window you can grant full access to that area have no access or specify certain abilities.
   
10. Once you have made these selections, end the process by clicking the finish button. 

For help or training with QuickBooks, or for any of your other business accounting or bookkeeping needs, please contact Certified QuickBooks ProAdvisor, Pat Vavrek at  (239)-425-5188 or visit www.ItAllAddsUpAccounting.com

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