Set Up Users and Passwords

September 28, 2023

Q: How do I secure access to the check register, write checks, record deposits, client lists, etc. but still allow someone to run reports without viewing sensitive and confidential information?

A: QuickBooks allows you to set up different users, each with their own password. You can select what user can view and modify.

Open the Company menu and highlight Set Up Users and Passwords. Select Set Up Users.

QuickBooks will ask you a series of security questions regarding what access to grant the user. It will summarize your selections in the screen above. Click Finish to add the user.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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