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Monday, March 25, 2019

How To Add Additional Users to QuickBooks?



QuickBooks Pro and Premier’s multi-user mode allows multiple users to collaborate on the same company file working simultaneously on it ensuring that all users work on the most up to date file.

Additionally, it ensures that the data stays protected through the implementation of different levels of access for different users.

Moreover, a business may need copies for employees, partner, accounting professional to help fulfill their specialized tasks like running reports, doing payroll, and printing checks, enter sales order and receipts.

License Requirement

QuickBooks requires a separate license for each person to use QB software; however, it can be used on a laptop and a desktop if the same single person is using QuickBooks.

If you need 5 or more users accessing QuickBooks then you can try considering QuickBooks Online Edition or QuickBooks Enterprise Solutions products. Call Accounts Portal to know in detail what QB software would suit the best according to your requirements.

How To Add Additional Users to QuickBooks

For adding users, one must be the Master administrator or Company administrator. Once you are on the Master Administrator role, you can to add, delete, or change any user's access.

Here are the simple steps to add a user to QuickBooks
  • Click on the gear icon on the top left > Choose Manage Users
  • Click New to open the new user window
  • Choose User Type to define if they need QB for time tracking only, or for generating a report, if they need unlimited access by assigning them as company administrator, or whether you want to give them regular or custom access
  • In the next screen choose what access rights you want to give them ranging from All, None or Limited options
  • Now choose what administrative rights you would want them to have in the next screen
  • Enter the user's email address and name > Click Finish
  • The user gets an email with a link to the QuickBooks that they can click on to create the login name and set the password.
If you are uncertain about the limitations and the levels of permission you can call Accountsportal on our 24*7 helpline and know more about how to set up different levels of permissions for multiple users, tracking users who logged into the file and more.

Accountsportal is a full service QuickBooks support that helps resolve all the errors and issues in your QuickBooks.

Contact Accountsportal on 1800-796-0471 for all issues related to QuickBooks. Our services are open 24*7 for troubleshooting any issue related to QuickBooks. We have other mediums like 24*7 chat support and email support to resolve your queries related to QuickBooks. Write to us on and mention the details about the issue. And one of our experts will get back with the right explanation and assistance.