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September 29, 2020
Question

How can I take a user off the account and add a new one

  • September 29, 2020
  • 1 reply
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1 reply

September 29, 2020

Hi runnelsglass. 

 

Thanks for dropping by the Community. I'm happy to help, here are the steps you can follow to set up a new user. 

  1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
  2. Select Add User...
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. 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 AccessFull Access, or Selective Access.
  5. When done, select Finish.

To remove users you can follow these steps:

 

To delete/remove users in QBDT, you must be logged in as an account administrator. When you're logged in as admin, you can now successfully delete users under Users and Roles.

 

 

If you have any other questions, feel free to post here anytime. Thank you and have a nice afternoon.