To do this task

1. Go to the Company menu, click Users, and then click Set Up Users and Roles.

2. Click the User List tab and then click New.

3. In the User Name field, enter the name of the person.

4. Enter a password in the Password field and again in the Confirm Password field.

5. Next you can either click OK to finish adding the new user or you can assign roles to the new user.

To do this task

1. Go to the Company menu and click Set Up Users.

2. Click Add User.

3. Assign a user name and password:

   1. Enter the name of the person in the User Name field.
   2. (Optional) Enter a password in the Password field and again in the Confirm Password field.
   3. Click Next.

4. Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks.

   What do these choices mean?

   External expando to popup_user_add_scope.html goes here

5. Click Next.

   • If you granted access to all areas of QuickBooks, you have no more selections to make. user permissions, users, adding, adding, users, . Click Yes to confirm that you want this person to have full access. user permissions, users, adding, adding, users, . Click Finish to complete the setup process.

   • If you are selecting the areas the user has access to, make your selections in the window. user permissions, users, adding, adding, users, . Click Next to go to the next window.

     What do the access levels mean?

     External expando to popup_user_add_bucket.html

6. When the Changing or Deleting Transactions window opens, click Yes to the first question if you want the user to be able to edit and delete transactions in addition to creating them, and then indicate whether you want the user to have access to transactions from prior accounting periods.

   What do my responses mean?

   This is an external expando

7. In the last window, review the table that summarizes the access rights you granted. user permissions, users, adding, adding, users, . If you need to make a change, click Prev to return to the appropriate window.

8. Click Finish to complete the setup process.

QuickBooks Enterprise Solutions offers more advanced options to customize user permissions.