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Hello there, @satC.
You’re right. The settings for QuickBooks Enterprise is not similar to the Pro version (Set Up Users and Password). As mentioned by my peer @JasroV, the View-only (read) option is only available in the previous version.
As a workaround, save a backup copy of your desktop Pro data and then restore it in QuickBooks Enterprise. From there, set up the View-only (read) access rights.
Before proceeding, create a new company file (Enterprise) to seamlessly transfer the data. Here's how:
- Go to the File menu and choose New Company.
- This will open the Let’s get your business set up quickly window.
- Next, tap the Express Start button.
- This action will display a screen where you can enter the business details.
- Once done, hit the Create Company menu to continue.
- In the Get all the details into QuickBooks Desktop window, review the information screen and then follow the on- instructions to complete the process or press the Start working menu.
Next, let’s go ahead and restore the copy of the company file. For detailed instructions, follow the recommended steps in the following article: How do I?
Reach out to me if you need further assistance while working in QuickBooks. I’m here to help and make sure you’re taken care of. Have a good one.