Manage Users

Video: QuickBooks Online 2018 Tutorial: Reconciling the bank account

Part 2 of this video on “Cleared Date of checks” within Reconcile: …

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Video: Matching income transactions in QuickBooks Online – Method 1 (Bank Feeds)

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Video: How to Deal With Undeposited Funds in QuickBooks Online

Undeposited Funds can be tricky! To help you sort them out and get them right in QuickBooks® Online, here’s a video, “Tale of Undeposited Funds,” from QuickBooks ProAdvisor® Beth Melcher, founder of MoneyFit. Enjoy!…

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Video: How to match expense transactions in QuickBooks Online (Bank Feeds)

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Video: How to add expenses in QuickBooks Online Banking Transactions (Bank Feeds)

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Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

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.

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Need to Set Up Users in QuickBooks Online?

Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive.

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Setting Up QBO Users

Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas.

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Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

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.

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