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Adding QuickBooks Users & Granting Them Access

Please note that only the QuickBooks Administrator can do this.

Adding a New User

  1. Open the Company menu and select Users > Set Up Users and Roles.
  2. Open the User List tab.
  3. Click New.
  4. Enter a user name and password.
  5. Click OK to finish adding the new user.

Assigning Roles to Users

  1. Open the Company menu and select Users > Set Up Users and Roles.
  2. Open the User List tab.
  3. Select the user’s name and click Edit.
  4. Choose a role from the Available Roles list and click Add.
  5. Assign additional roles to the user as necessary.
  6. Click OK when done.