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How to add, delete or change a user’s access in QuickBooks?

Author: Shery Williams
by Shery Williams
Posted: Oct 25, 2017
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QuickBooks is accounting software particularly for small and medium sized businesses. It helps you in managing and paying bills, performing a number of payroll functions, making business payments and much more. The software package is available in Canadian, Australian and British versions. QuickBooks can do unique tax calculations as per the needs of every region. Remote payroll assistance, electronic payment functions, remote access capabilities are some great features of QuickBooks.

To start with QuickBooks, you need to create an account. Once create, you may also need to do a lot of other functions with your account. These may include adding more users, deleting a particular user and more. Before we move to the steps to know how to add, delete or modify a user’s access in QuickBooks, it is important to know who can perform all these operations. Only a master administrator or a company admin is authorized to perform these tasks.

Adding a new user

  1. Select Gear Icon and then Manage Users
  2. Click New button at the bottom-right
  3. Choose the type of user and click Next
  4. Select the access rights you want to give the users, click Next
  5. Enter the email ID along with the name of the new user
  6. Click Next and then Finish

Once the process finishes, an email will be sent to the given email ID. Check that email and click on the Click Here link given.

Deleting a user

  1. Select Gear Icon -> Manage Users
  2. Highlight the name of the user you wish to delete
  3. On the bottom right of that field, click Delete
  4. You will see a message "Are you sure you want to delete?"
  5. Click Yes

Change or modify a user’s access rights

  1. Select Gear icon> Manage Users
  2. Highlight the user's name whose access rights you want to modify
  3. Click Edit available on the bottom right
  4. Click Change available on the top right
  5. Go through the user types and choose the type of access you'd like this user to have, click Next
  6. Click Finish, once you are done
  7. Click Save
  8. Have the user sign out and then sign back in to see the change in access rights

Apart from the aforementioned steps, you can also change a user’s name or email ID without any hassle. To do so, follow these steps:

  1. Select Gear icon> Manage Users
  2. Now, highlight the user's name whose name or email you want to modify
  3. On the bottom right, click Edit
  4. Update name/email as required
  5. Click Save
  6. Have the user sign out and then sign back in to see the change in access rights

At any step, if you find an error or want help, then contact QuickBooks customer support team and get the problem resolved by a certified technician. Hope the information was useful!

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About the Author

Shery Williams has been writing articles, blogs, press releases, web content and more since 2005. She focuses mainly on technology and upcoming gadgets.

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Author: Shery Williams

Shery Williams

United States

Member since: Sep 11, 2017
Published articles: 27

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