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Replying to:
Catherine_B
QuickBooks Team

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Hi there, JonesDoors.

 

The log credentials are required to be filled out for security purposes and there are levels of roles your users can only access. So every time they enter the login credentials you set for them they can only see certain features and info based on the role you assigned. 

 

Here's how to add users: 

 

  1. Click Company and select choose Users
  2. Select Set Up Users and Roles.
  3. Click either the User List tab or Roles tab. 
  4. Enter the login and set their access rights.
  5. Click OK to save and then Close.

You can also set your settings so you can log into a Company File without having to enter a username and password every time.

 

  1. Just click the Edit menu > Preferences.
  2. Select the General from the left menu and then Company Preferences
  3. Under Manage Login Settings, select Keep user logged in for and select the number of days. 
  4. Click OK.

Feel free to use these link to help you manage your account:

 

I'm just here if you have other questions in handling your company file. Take care!

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