How to set up new users in QuickBooks

By default, QuickBooks company files only come with the QuickBooks Admin user. You may have multiple HarborCloud users, but in order to have multiple users accessing the same company file at the same time, you need to create multiple QuickBooks users as well.

Please follow these steps in order to add more QuickBooks users.

  1. Log in to your company file as the QuickBooks Admin user
  2. Go to Company > Users > Set up Users and Roles
  3. Click New
  4. Enter a user name for the additional QuickBooks user
  5. Assign Roles to the user to determine how much access you want that user to have over the company file
  6. Click OK when finished

If you are using QuickBooks in multi-user mode, you should now be able to log in to the same company file on another computer using the new user you just set up. If you are using QuickBooks in single-user mode, just go to File > Switch to Multi-user mode to allow for multiple users to join you in the company file.

Let us know if you have any questions or need any assistance with the steps listed here. Thanks!

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