This one asks about changing or deleting transactions. And also she won’t have the ability to look at those reports that go with those sensitive financial activities. Those are things that Carol will not have the ability to do. Those are things like if you’re set up to do online banking journal entries in QuickBooks, transfer money back and forth between checking and savings. Now I’m not going to give Carol any more access but notice the different areas that it asks about.Ĭhecking and credit cards, inventory, time tracking, payroll. Purchases and accounts payable we’ll give Carol full access because this is what we’ve hired Carol to do. Do you want to give them no access, full or selective? The first one is sales and accounts receivable. Now it’s going to walk through each area of QuickBooks and ask you the same questions. We’re going to say Selected areas of QuickBooks and say Next. If you do this they will not have access to sensitive customer data such as credit card numbers, social security numbers, anything like that. The first thing it asks us is, “Do you want Carol (the new user) to have access to all areas of QuickBooks”, selected areas, or notice you can also give your external accountant their own access to QuickBooks. I’m just going to use two letters for now and click Next. Maybe you want a phrase.Īnything that will help you remember your password. You want a combination of letters, numbers, special characters. Now, remember that a good password is always anything that is 8-12 characters. We’re going to click on Add a User, then we’ll put in the usersname and we’ll make up a password for the user. Let’s go ahead and set up a new user and we’re going to say that this user will be coming in once a week to pay the bills. ![]() ![]() It went ahead and set up the user but it did not set up a password. If you remember when we went through the Easy Step Interview that was one of the questions. Now if you notice it says they’re logged on but the reason we didn’t see the logoff on the menu earlier is because we didn’t actually set up a password for the admin. ![]() Here you would see all the users that have been set up and if they’re logged on or not. If you come down you’ll see an option that says Setup Users & Passwords. That option is going to be under Company on the menu. Let me go ahead and show you how to work with the users, and remember that only the admin can add, edit or delete users. And notice it’s not going to ask you for username and password. You just double click on your company file and it’s going to go ahead and open that file for you. You should always at the end of the day go ahead and log out of your company file and in the morning go ahead and log in.Īnd every user would do the same thing. If you were logged in it would say Close Company/Logoff. I’m going to go ahead and click on File and you see this option that says Close Company. Let me go ahead and logout so I can show you how you know that you do not have users currently set up and no one’s logged in. You can actually limit their access to other areas of your data file. Let’s say that you’ve hired someone to come in and pay the bills. Let me go in and show you a little bit about how to work with users.Īnother example of why you may want to go ahead and set up users. You are the administrator so you are the user right now and you can actually set up, edit, delete users. There is a report that we’ll see a little bit later you can use called the Audit Trail which will show you those types of transactions. One of the best reasons is that you’re able to track down errors a little more easily if you know which user was logged in and what the user was actually working on when the error happened. And you want to do this for various reasons. And what that actually means is when you open the company files it will ask you to put in your username and your password before it will allow you in. You have the ability in QuickBooks to actually set up users. Effective Communication Tactics for the Modern Workplace.Introduction to Analytics and Artificial Intelligence.Analytical Methods for Effective Data Analysis.SQL Server Integration Services for Beginners.SharePoint Online: The Essential Guide (2023).Power Pivot, Power Query and DAX in Excel.
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