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While you run a business organization, people keep entering your venture in one or the other role from time to time. As a result, you must have the flexibility to add users into the software infrastructure that offers support to your different software organizations. QuickBooks, being one of the most widely used accounting software solutions, gives users the flexibility to add more participants to access all the software features.
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Why You Need to Add Users to a QuickBooks Company File?
If you have a new employee or partner to be added to your business, QuickBooks gives you a chance to do so. It lets small, medium, and big businesses assign new users the new roles they have been hired for. Thus, in the QuickBooks Company File, owners can include new participants, and state the roles they are expected to play in the organization.
Ways Using to Add Users to the QuickBooks Company File
There are three ways:
- Using Company menu
- Using Manage Users menu
- Inviting Intuit Account Users
- Customizing Predefined Roles
Option 1: Using Company Menu
- Click on Company
- Select the Users option
- Click on Set Up Users and Roles
- Type the admin password
- Click OK
- Choose the User List tab
- Click on New
- Type in the username and password
- Look for the Available Roles section
- Choose the user’s role
- Click on Add
- Click OK
Note: Only Adding Users is not enough to help users get access to a QuickBooks Company File.
Option 2: Using Manage Users Menu
- Go to the home screen and click on the Gear Menu.
- Click the Manage Users tab. You will find it below the column heading Your Company.
- On the Manage Users page, Select New.
- Choose the type of user. If you are not sure about the type of user you are adding, simply click on Regular or Custom User.
- Click Next.
- Set access rights for users.
- Select All if you want to give unrestricted access to a user
- Choose Limited to select what access you want the user to enjoy
- Select administrative access for the new user if you want them to view the user management information without allowing them to modify any data.
- Click on the button beside View manage Users
- Grant View Only access in the Company Information settings
- If you wish to edit the roles and rights, select Edit option
- Enter the name and other details of the new users
- Click on Next
- Click Finish
Option 3: Inviting Intuit Account Users
- Click on the company menu
- Choose Users
- Go to Intuit Account User Management
- Click on Users tab
- Choose Add User
- Type in the email of the user
- Select the role from the available options
- Click on Add
- Choose Add User
- Click on OK
- Ask users to check their emails and Accept the Invite and sign in with the credentials
Option 4: Customizing Predefined Roles
- Move to the Company menu
- Select Users
- Click on Set Up Users and Roles
- Type in admin password
- Click on OK
- Choose the Role List tab
- Choose a role
- Select Edit and review the permissions
- Go to the Area and Activities section
- Click at area of the accounts
- Click on None, Full, or Partial as per the role and access you want to offer to the users
- Set the permissions
- Select Ok. Press it. Save settings
If you feel getting stuck at any point in time while adding new users to your company file, our experts are there to help and assist you.
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+1-800-596-0806 or chat with experts.
Frequently Asked Questions (Faqs)
When do you Need to Add Users to a QuickBooks Company File?
Adding users becomes necessary as and when the employee strength grows. If you have a new employee or partner to be added to your business, QuickBooks gives you a chance to do so. It lets small, medium, and big businesses assign new users the new roles they have been hired for.
Why Add Users to a QuickBooks Company File?
Adding users becomes necessary as and when the employee strength grows. With QuickBooks running in all organizations lately, the developers have included the feature to add new users from time to time and also assign them specific roles as and when required.
Remember that you must be signed in as an administrator before creating, adding, managing, or assigning roles to different users.
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