REQUIREMENTS:

Please note that only the QuickBooks Administrator can do this.

PROCEDURE:

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.