Setting Up Users In QuickBooks

This article will cover how to add users to your QuickBooks desktop file.

(Please note: this article is only for QuickBooks Desktop users, NOT QuickBooks Online.)

Only the QuickBooks Administrator can set up users.

Step 1:  Login to your company file as the QuickBooks Admin user

Step 2:  From the top menu bar, go to Company > Set Up Users and Passwords > Set Up Users

Step 3:  Click Add User

Step 4:  Enter a user name and password for the additional QuickBooks user

Step 5:  Assign the user access to either all areas of QuickBooks or selected areas

Step 6: Click on Finish when done

Step 7: From the top menu bar, go to File > Switch to Multi-user Mode

Step 8: Click OK and inform the user of their new user name and password for your QuickBooks file


#wistia_grid_813_wrapper{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;font-family:Arial,sans-serif;font-size:14px;height:100%;position:relative;text-align:left;width:100%;} #wistia_grid_813_wrapper *{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;} #wistia_grid_813_above{position:relative;} #wistia_grid_813_main{display:block;height:100%;position:relative;} #wistia_grid_813_behind{height:100%;left:0;position:absolute;top:0;width:100%;} #wistia_grid_813_center{height:100%;overflow:hidden;position:relative;width:100%;} #wistia_grid_813_front{display:none;height:100%;left:0;position:absolute;top:0;width:100%;} #wistia_grid_813_top_inside{position:absolute;left:0;top:0;width:100%;} #wistia_grid_813_top{width:100%;position:absolute;bottom:0;left:0;} #wistia_grid_813_bottom_inside{position:absolute;left:0;bottom:0;width:100%;} #wistia_grid_813_bottom{width:100%;position:absolute;top:0;left:0;} #wistia_grid_813_left_inside{height:100%;position:absolute;left:0;top:0;} #wistia_grid_813_left{height:100%;position:absolute;right:0;top:0;} #wistia_grid_813_right_inside{height:100%;right:0;position:absolute;top:0;} #wistia_grid_813_right{height:100%;left:0;position:absolute;top:0;} #wistia_grid_813_below{position:relative;}

 

#wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset{font-size:14px;} #wistia_chrome_806 #wistia_grid_813_wrapper div.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper span.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper ul.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper li.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper label.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper button.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper img.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper a.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper svg.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper p.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper a.w-css-reset{border:0;} #wistia_chrome_806 #wistia_grid_813_wrapper p.w-css-reset{margin:1.4em 0;} #wistia_chrome_806 #wistia_grid_813_wrapper a.w-css-reset{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper span.w-css-reset{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper svg.w-css-reset{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper ul.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper ol.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper li.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper ul:before.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper ol:before.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper li:before.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper ul:after.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper ol:after.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper li:after.w-css-reset{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper label.w-css-reset{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;float:none;outline:none} #wistia_chrome_806 #wistia_grid_813_wrapper button.w-css-reset{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;border:0;border-radius:0;outline:none;position:static} #wistia_chrome_806 #wistia_grid_813_wrapper img.w-css-reset{border:0;display:inline-block;vertical-align:top;border-radius:0;outline:none;position:static} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset button::-moz-focus-inner{border: 0;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree {font-size:14px;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree div{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree span{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ul{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree li{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree label{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree button{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree img{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree a{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree svg{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree p{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree a{border:0;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree p{margin:1.4em 0;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree a{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree span{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree svg{display:inline;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ul{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ol{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree li{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:none;min-width:none;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ul:before{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ol:before{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree li:before{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ul:after{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree ol:after{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree li:after{display:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree label{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;float:none;outline:none} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree button{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;border:0;border-radius:0;outline:none;position:static} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree img{border:0;display:inline-block;vertical-align:top;border-radius:0;outline:none;position:static} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-tree button::-moz-focus-inner{border: 0;} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-max-width-none-important{max-width:none!important} #wistia_chrome_806 #wistia_grid_813_wrapper .w-css-reset-button-important{border-radius:0!important;color:#fff!important;}