QBES users and permission roles table

When you have multiple users in QuickBooks Enterprise Solutions (QBES), it is important to set them up properly.  QBES allows for up to 30 users. You want to be sure each user is able to access the areas of the program that they need to for their particular job and be restricted from sections that they’re not supposed to be able to view or edit.  Click the link to the table to see the default set up and permissions for QuickBooks Enterprise Solutions.

To access setting up the users and roles:

  • Go to Company menu > Set Up Users and Passwords > Set Up Users.
  • Select Add User
  • Fill out the User Name, Password, and Confirm Password fields, then select Next.
  • 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 Access, Full Access, or Selective Access. When done, select Finish.

If you have any questions or would like to see a future video on another topic, please reach out to me on Facebook, twitter at @lynda_artesani or Google Plus.   I am also a Co-host on Community Live! on the qbCommunity forum.  Join our Facebook page Community Live Show.

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!