Setting Up QBO Users

Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. QuickBooks Online makes this easy. […]

Setting Up Users in QuickBooks Desktop

Identifying Users To get started, open the Company menu and scroll down the list to highlight Set Up User Names and Passwords. On the slide-out menu, select Set Up Users. The User List window will open, and you should see your own entry as Admin. Click Add User. To give an employee access to QuickBooks, […]

Establishing Preferences in QuickBooks

To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of these to change the option screens to the right. Always click the tabs labeled My Preferences and Company Preferences to make sure you see everything that’s displayed for each […]