How Do You Set Up Users in QuickBooks?

Adding an employee? QuickBooks allows you to control his or her access to the software. Here’s how.

We’ve talked before about how to keep your QuickBooks data safe from hackers, and we hope you’re still following best practices for data security.

But how do you ensure the safety of your critical accounting information when you want another employee to have access to QuickBooks? You trust your staff members, or you wouldn’t have hired them. But it’s just good business practice to protect your financial data as much asyou can. After all, your company file contains details about your customers’ and vendors‘ businesses that you must keep confidential.

QuickBooks contains built-in tools for assigning user permissions to other employees. Here’s how it works.

Setting Up Users

You’ll start by opening the Company menu and selecting Set Up Users and Passwords | Set Up Users. The User List window opens. You should see yourself listed as Admin. Click Add User. The window pictured below will open.

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You must enter a User Name and Password when you’re adding a new user to your QuickBooks file.

TIP: If you don’t know how many licenses you have, click F2 and look in the upper left corner. If you need to add a user to your QuickBooks license, go to Help | Manage My License | Buy Additional User License.

Enter a User Name and Password for your new user, then click Next to see what this individual’s access options are. You can choose from:

●      All areas of QuickBooks,

●      Selected areas of QuickBooks (which will appear in the next window), or,

●      External Accountant (access to all areas of QuickBooks except sensitive customer data, such as credit card numbers).

Click the button in front of Selected areas of QuickBooks, then click Next.

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You’ll select from the access options here, then go deeper if you choose Selected Access.

As you can see, you have three options here: No Access, Full Access, and Selective Access. If you go with Selected Access, indicate what the limitations are here. You’ll also have to decide whether this employee will be able to see complete customer credit card numbers.

WARNING: It goes without saying that you should consider two of these options very carefully. Generally, you as the Admin should be the only person who has Full Access and who can view complete customer credit card numbers. You should only grant these permissions if you trust the individual as much asyou trust yourself. Even then, you’ll probably want to do some auditing.

Click Next when you’re done here. You’ll have to make similar decisions over the next several windows, which divide QuickBooks into multiple task types: Purchases and Accounts Payable, Checking and Credit Cards, Inventory, and Payroll and Employees. The two windows after them will again require a lot of consideration and caution. They are:

●      Sensitive Accounting Activities. This refers to activities like transferring funds between accounts and doing online banking.

●      Sensitive Financial Reporting. What kind of access do you want to grant this user to financial reports? Your selection here will override other reporting restrictions placed on the user.

Here again, you can choose between No, Full, and Selective Access.

Finally, you’ll have to specify whether this employee can change or delete transactions in their areas. Will they be allowed to do so to transactions that were recorded before the closing date? When you click Next after completing this window, you’ll come to a summary of the access and activity rights given to this employee. Check this table carefully, then click Finish.

QuickBooks provides a summary of the access and activity rights you’ve assigned to this user.

You can get to your User List at any time, where you can Add, Edit, Delete, and View users by going to Company| Set Up Users and Passwords | Set Up Users.

Critical Decisions

Allowing employees to access your QuickBooks company file is a big decision. Determining just how much access they’ll have deserves equal consideration. But if you simply don’t have time anymore to do your accounting tasks, or if you just want to spend more time away from it so you can work on growing your business it maybe a necessity.

We’re sure you noticed earlier that you can give your accountant limited access to your QuickBooks company file. So there’s another option if you don’t want to bring an employee in. If you’re interested, let’s schedule a meeting and see if there are ways we could lighten your load by taking on some of your work.

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