This has helped tobroaden distribution channels and product ranges, though basic mandatory lines continue to dominate demand.
Decide who the administrator will be.
Choose someone who is usually available in your office. Enter the name of the person who will be the administrator. What do these choices mean in access selection? Selected areas of QuickBooks: Lets you choose which areas sales, purchases, payroll, and so on the user can access in QuickBooks.
A sequence of questions helps you select the areas. All areas of QuickBooks: Gives the user access to all areas.
The user can do everything except a few special activities reserved exclusively for the QuickBooks Administrator. Activities the user won't be able to do are: Assign a user name and password: Enter the name of the person in the User Name field.
Enter a password in the Password field and again in the Confirm Password field. Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks. What do these choices mean?
If you granted access to all areas of QuickBooks, you have no more selections to make. Click Yes to confirm that you want this person to have full access. Click Finish to complete the setup process. If you are selecting the areas the user has access to, make your selections in the window.
Click Next to go to the next window. In the last window, review the table that summarizes the access rights you granted. If you need to make a change, click Prev to return to the appropriate window. Select the user you would like to change from the list, and then click Edit User.
Replace the username and password with the new user's name and password: Enter the name of the person in the "User Name" field. Enter a password in the "Password" field and again in the "Confirm Password" field.
Closing an Accounting Period: You can also limit access to the closed accounting period by setting a closing date password. If you decide to set a password, QuickBooks requires the password for changes that would alter balances for the accounting period you have closed.
This includes adding, editing, or deleting transactions dated on or before the closing date. You can change the password at any time.
To Set the Closing Date and Password: Click the "Company Preferences" tab. In the Date section, select the date through which you want your books to be closed.
Enter a password in both the "Password" and "Confirm Password" fields to limit access to the closed accounting period.
Closing Your Books — Pros and Cons You can choose whether or not to close your books at the end of a period or year. QuickBooks does not require you to do so.Insurance Journal delivers the latest business news for the Property & Casualty insurance industry.
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