QuickBooks Support Canada   /  Blog   /  What Is the Procedure of Assigning Role to a Fresh User: Ask QuickBooks Support

What Is the Procedure of Assigning Role to a Fresh User: Ask QuickBooks Support

Are you confused or troubled with the assigning of roles to a new user? You must read the blog positioned below which will fade your query to a large extent. In case you aren’t able to terminate it, do not hesitate to reach our professionals. We have a support panel of highly qualified experts who work in both day and night shifts to give you the best assistance. Reach us at QuickBooks Technical Support and say bye to all the prompting QuickBooks query.

  1. Move to the “companies” option on the website of QuickBooks and go to the tab or section of setting up the new user.
  2. Move for inserting a fresh or new user.
  3. You can also assign a new or fresh username and passphrase for your account. Respectively, enter your name in the username field and passphrase in the password section. You must verify it again in the section of confirmation.
  4. Move further by clicking the next button.
  5. In case, you are choosing a limited area the user has access to, you can make your selection on the screen which appears. Again move further by clicking on next.

    - In case you allowed permission to entire section of QuickBooks, you don’t have any selection to make. Leave it blank. You must confirm the options of making the entry of third party confirmed. For finishing it, click the submit button.

  6. You will be redirected towards the page of deleting or changing any transaction. Go for clicking the yes button on the same.
  7. When you see the last screen, you can review your table which summarizes the access you granted. Hit the previous link if you need to make a change.
  8. Go to finish link for completing your process.

Are you able to configure the process and in turn, assign the role? If the answer is NO, get an experts’ help by dialing QuickBooks Support Number Canada. You can also reach us via live-chat by visiting our website.


Source: Add User In Quickbooks


QuickBooks Support Canada team is here to sort out your QuickBooks related issues, contact us via our toll-free customer helpline 1-844-562-9111. or go through with our website.

Latest Post

For offer the best service, this site uses cookies.
Continuing browsing you agree to their use according to Cookie Policy.