When you have multiple users in QuickBooks Enterprise Solutions (QBES), it is important to set them up properly. QBES allows for up to 30 users. You want to be sure each user is able to access the areas of the program that they need to for their particular job and be restricted from sections that they’re not supposed to be able to view or edit. Click the link to the table to see the default set up and permissions for QuickBooks Enterprise Solutions.
To access setting up the users and rolls:
- Go to Company menu > Set Up Users and Passwords > Set Up Users.
- Select Add User
- Fill out the User Name, Password, and Confirm Password fields, then select Next.
- On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
- If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting: No Access, Full Access, or Selective Access. When done, select Finish.
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