By the way notice you can change your password here or buy an additional license.
And here’s your Set Up User option right here. I’m going to go up to Company on the menu and you’ll see an option that says Set Up Users and Passwords. Here’s where you go to actually work with users. So only the admin can create a user, delete a user, change the information. It’s not going to ask me to type in a username and password because there aren’t any set up right now. I’m going to go ahead and close company and what this is going to do is take you back here so if you wanted to open your company file you could.Īnd I want you to notice that it’s going to open right up to the Home screen. If you had users set up it would actually say Close Company/Logoff. If you go up and click on File on the menu you’ll notice first of all it says Close Company. There are no users currently set up in this company file. Want More? Get Started With a Free QuickBooks Pro 2017 Course! Click Here So let’s go on over into QuickBooks and I’ll show you a little bit about how the users work. Another thing is what if you have multiple people using the same QuickBooks file? If you set up the users then you can actually set preferences per user and you can also set it up so that certain users have access to certain areas of the QuickBooks file and not others. This is just one more level of deterrent if you can keep someone out of information they shouldn’t be privy to. And there’s a couple of reasons for that. What this means is that if you close the company file and you open it back up you want to be able to type in a username and password to get into the company file. One of the things that you’ll want to set up in your QuickBooks company file is the ability to work with users. We’re working in module 3 where we’re talking about customizing the QuickBooks environment. Like what you see? Get our complete QuickBooks Pro 2017 video training course. Power Pivot, Power Query and DAX in Excel.