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User Roles

The Home dialogue opens on your screen when you open a company file, displaying how your business tasks fit together and providing shortcuts for some of the most commonly used actions. The last step of populating your details is to set up your Bank Feeds. Bank Feeds is the online banking feature in QuickBooks Desktop that lets you connect to your financial institution so you can download banking and credit card transactions. If you’re new or looking to reinstall QuickBooks Desktop, go to the official QuickBooks site. Locate the download section by logging into your Intuit account.

I understand that having the option to manage a project that can see all the details of job costs without exposing employee-specific payroll data is beneficial for your business. You can select None for the Employees & Payroll role. That way, your employees won’t have access to payroll reports. Now that you have set up your company file, it’s a good idea to create your first backup. Backing up your company file means that if you every run into problems, you can use your backup to restore your data. In the next part of the setup process, you can Add the products and services you sell.

Payroll and taxes done right

• You’re not alone—this issue remains one of the most common pain points for small businesses using QuickBooks Desktop.
• From the Setup window, you have a few options for creating your company file.
• We’ll also explain how to manage your existing license if you’ve already purchased QuickBooks.
• Only the QuickBooks administrator or an External Accountant can perform this action.
• If you’re looking to install QuickBooks Desktop Pro or another version, this guide applies to you.

I can provide you with some details on how you can enable this feature in the future. Get back to me if you need more help by commenting below. I’ll be right here whenever you have follow-up questions about setting up an access to your employees. Here are the steps you can follow to modify the access of an employee or a user. Once a role has been created, you can go back and edit it at any time.

She continuously expands her skills and knowledge to provide her clients with the highest level of service. Whether you are new to QuickBooks Desktop Pro 2024, this book will help you get the most out of QuickBooks. It is the go-to resource for beginners and experts who want to improve their financial management. Just so everyone knows, there is a new desktop app for QBO. I have it on my desktop as I think it is the only way to go.!!!!! Now I want to add it to my laptop but unfortunately I have no idea how to get and no one at QB can tell me!

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Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them. If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work. Learn key product features and tools, and see how they help you grow and manage your practice. As an Intuit Certified ProAdvisor, Lula is dedicated to staying at the forefront of the latest accounting technologies and trends.

QuickBooks Add-Ons

Can I set up a new role that these reports would be blocked. You can also choose to create a new company file based on an existing one, or import information from another accounting program. Certified QuickBooks ProAdvisors have knowledge in accounting and bookkeeping services for small-to-medium sized businesses. They are typically CPAs, accountants, and small business advisors or consultants who have Get Quickbooks Desktop User Guides been certified by Intuit to help businesses learn and use QuickBooks and other Intuit products.

• You can select None for the Employees & Payroll role.
• If you want to learn more, check out some of the additional resources we offer below, and remember that we’re always here to help if you need it.
• Locate the download section by logging into your Intuit account.

Connect with experts

Fill out the form on the next screen and complete the setup. TeachUcomp, Inc. has been teaching people how to use their software since 2001. Originally founded as a classroom training center, TeachUcomp, Inc. has grown into a world-wide provider of educational materials. Our Quick Reference Cards are perfect for individual users as well as corporate and non-profit training.

I’m just around to help you in case you have any other queries about downloading QuickBooks programs. If you’re referring to the site where you can download the QuickBooks Desktop (QBDT) program, simply click this Downloads & Updates page. I’ll also share with you our page in case you need some handy articles about apps. Click the attachment icon to open the scan window.3. Unfortunately, QuickBooks Scan Manager is only supported in QuickBooks Desktop for Windows. This is the reason why you’re not able to see it or the Document Center.

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You will have access to your QuickBooks Product for the remainder of the month and you will not receive a prorated refund. We have two employees that should not have access to payroll reports of any type. We have them set up under user roles that they cannot get into the Payroll section, however, they can bring up a deposit detail report and a check detail report and see this information.

If you toggle off payroll, then when you run a profitability report none of the payroll expense shows up in the “Actual Cost” column which inflates your profit. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Subscription clients in QuickBooks Desktop 2023 (R1) or older versions will need to update to the latest 2023 (R3) version before their subscription expires. Click the Add User… button to create a new user role, and assign it a username and optional password. Click Next through the following screens to specify which areas of the company file the role should have access to.

QuickBooks Desktop 2024 is a leading accounting software for small businesses, offering a user-friendly interface, robust features, and affordability. With improved automation and integrations, QuickBooks 2024 aims to support diverse business needs while maintaining ease of use for both new and returning users. QuickBooks Desktop 2025 is the latest version of the trusted accounting software used by millions of small to medium-sized businesses. We’ll also explain how to manage your existing license if you’ve already purchased QuickBooks. To start with, only the admins can create and manage users. I suggest to making sure that you sign in as the admin user of the company file.