How to Keep Your QuickBooks Data Safe

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Internal Safeguards No business owner wants to believe that his or her employees could use their QuickBooks access to commit fraud. But it happens. Your company file contains credit card and checking account data that could be used for […]

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, […]

QuickBooks Online (QBO) – Managing User Permissions

To get started, click on your company name in the upper right of the screen, and then click Manage Users. Click New to open the mini-interview. Figure 1: You have four access level options when you’re setting up a new user in QuickBooks Online. The first screen of the mini-interview explains the four user types available. […]