What is the Right Way to Set up Administrator in QuickBooks?

QuickBooks application has proved its versatility and with support of multi-user mode, different access permissions can be assigned to people working on your company file. The administrator is able to customize the permissions for other users to limit their actions. In this blog, we discuss the right way to set up administrator in QuickBooks.

 

Add in a New User by Inviting before Assigning QuickBooks Administrator Rights

• Click on the option of Manage Users from the Settings. (Only an Admin User can make these changes).
• Select the option to Add User.
• Select the User Type that you want to create. Options will appear on the screen as per the user type you select.
• Enter the details of this user that includes- new user’s name and email address.
• Click on Save and an invite is sent to the email id you entered of new user.
• Ask the user to accept it.

Now, follow the steps given below in this blog to set up Administrator in QuickBooks

 

Changing the QuickBooks Desktop Administrator

• Open the QuickBooks Desktop application from the start menu or clicking the icon on Desktop.
• In the application click on the Company.
• Navigate to the option of Set Up Users and Passwords.
• Click on Set Up users and then hit Add users.
• Fill the user name, password and confirm the password once the fields are filled.
• Click on Next.
• On the Access for User: (username) window, choose which area of QuickBooks the user has access to, then select Next.
• Click Finish to save the changes.

Set up Administrator in QuickBooks Online

The quickest and best suggested way to set up administrator in QuickBooks Online is to let the present administrator do the needed changes. We have listed down the steps below to accomplish the same.

• With the help of Master Administrator’s credentials, log-into QuickBooks online.
• The Gear icon is present on top right.
• Click on the Manager Users option.
• Select Transfer Master Administrator button available at the left side of the screen.
• If you are a Master Administrator then only this step will appear on the screen.
• Then, from the drop-down list of Transfer To, select the name of the new Master Administrator.
• Click on Finish and Sign out thereafter.
• This will send an invitation to the Master Administrator to accept the role.

As per your version of QuickBooks, select the way to Set up Administrator in QuickBooks. Additionally, for customer support of QuickBooks to sort your query place a call on (844)-888-4666.