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Mastering QuickBooks 2022

You're reading from   Mastering QuickBooks 2022 The bestselling guide to bookkeeping and the QuickBooks Online accounting software

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Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781803244280
Length 482 pages
Edition 3rd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customer, Vendor, and Products and Services Lists 8. Section 2: Recording Transactions in QuickBooks Online
9. Managing Sales Tax 10. Recording Sales Transactions in QuickBooks Online 11. Recording Expenses in QuickBooks Online 12. Reconciling Downloaded Bank and Credit Card Transactions 13. Section 3: Generating Reports in QuickBooks Online
14. Report Center Overview 15. Business Overview Reports 16. Customer Sales Reports in QuickBooks Online 17. Vendor and Expenses Reports 18. Section 4: Managing Employees and Contractors
19. Managing Payroll in QuickBooks Online 20. Managing 1099 Contractors in QuickBooks Online 21. Section 5: Closing the Books and Handling Special Transactions
22. Closing the Books in QuickBooks Online 23. Handling Special Transactions in QuickBooks Online 24. Other Books You May Enjoy
25. Index
Appendix

Giving other users access to your QuickBooks data

QBCU
1.1.4

The ability to give other users access to your data is one of the many benefits of using QBO. With the exception of QBO Advanced, which includes three accountant users, the other QBO subscriptions include access for two accountant users and access for one or more additional users. There are five types of users that you can create in QBO:

  • Standard user
  • Company administrator
  • Reports-only
  • Time tracking
  • Accountant

We will discuss each of these in more detail in the following subsections.

Standard user

You can give the standard user full or limited access to your QBO data, excluding administrative privileges. You can choose to give the standard user full access, access to customers and vendors, access to customers only, or access to vendors only.

Go through the following steps to create a standard user:

  1. From the gear icon, select Manage Users in...
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