INTRODUCTION:

This article reviews adding users to your QuickBooks file. 

Note: APC does not store your QuickBooks file login credentials, you remain the administrator fo your QuickBooks file.

APPLIES TO:

APC Clients adding additional users to their hosted QuickBooks files. 

REQUIREMENTS: 

QuickBooks Desktop. QuickBooks Online is a SaSS application and is not supported by APC support.

Users must also have a separate APC login to access the file hosted in APC.  

PROCEDURE:

Note: Only the QuickBooks Administrator user 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