Create & Set Permissions For New Users In QuickBooks

To create a user login and set permissions for additional users, follow these steps:

01 - Log into the company file as Admin.

02 - From the menu bar select Company > Set Up Users and Passwords > Set Up Users.

03 - From the User List dialog box select Add User.

04 - Enter a User Name and Password (optional but recommended) and enter the password again to confirm.

05 - If you need to add additional licenses to your QuickBooks file, click the Explain link.

06 - If you didn’t enter a password, click Yes to create a password or No to skip this step.

07 - Select the access option:
All Areas - Provides access to all areas of QuickBooks except those which require Admin access.
Selected Areas - Allows you to choose the options for access to each sensitive area of your company file.

08 - You now work through nine permission screens. On the tenth screen you can review the permission settings. Each dialog box offers details about the access levels and most include some or all of the following permission levels:
   No Access
   Full Access
   Selective Access - Includes all or some of these options:
      Create transactions only
      Create and print transactions
      Create transactions and create reports

If you are uncertain about the limitations of a permission setting, you can set it for the Create Only option - the highest level of security. Then login as that new user and attempt to access an area the employee will work in or an area she shouldn’t be in to determine if the permissions assigned provide the controls you need. QuickBooks will tell you what level of permission is needed for any task you attempt.