How to Add a User to QuickBooks

Got an employee, partner, or accounting professional that will working in your QuickBooks? Here's how you add a new user to your QuickBooks account.

Open step-by-step instructions

Read step-by-step instructions

Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

Open New User Settings

On the Manage Users page click New to open the user settings menu.

Choose User Type

Next, choose what kind of user you are adding. Choose an appropriate user type from the options available. If the type you have in mind is not listed, select the first option for a Regular or custom user then click Next.

Set User's Access Rights

This is how to set the new user’s access rights to your QuickBooks account. Choose All to grant your new user unrestricted access rights to your QuickBooks account, and choose Limited to select which items the user can access.

Set User's Administrative Rights

You can select the administrative rights your new user will have to your QuickBooks company file. You can set your new user’s administrative rights so that they can view the Manage Users tab, but cannot add users, delete users or change access rights. To do this, select the button next to the View Manage Users under the user

Next, take a look at Company Information settings. You can grant your new user View Only access to your Company Information — or if you want to enable your new user to be able to edit Company Information, select the Edit option.

Enter New User's Email Address

Enter your new user’s name and email address into the text boxes and click Next when you’re finished.

Finish Adding User

Click Finish and you’re done. Your new user will get an email with a link to your QuickBooks account. They’ll need to create a new login name and password unless they’ve used QuickBooks before.

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