You will notice on our "Client Set Up" Form that we ask for you to create a user account for our us within the backend of Quickbooks.
Creating a separate user account for us ensures that your privacy and security is protected, whilst allowing us access to perform acceptance testing once the synchronization is complete.
Please follow the steps below to create a role for DSYNC.
The details you will be using for this new role (first name, last name, email) will be mentioned in the "Client Set Up" Form.
- Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.
- Open New User Settings
On the Manage Users page click New to open the user settings menu.
- Choose User Type
Next, choose what kind of user you are adding. Choose an appropriate user type from the options available. If the type you have in mind is not listed, select the first option for a Regular or custom user then click Next.
- Set User's Access Rights
This is how to set the new user’s access rights to your QuickBooks account. Choose All to grant your new user unrestricted access rights to your QuickBooks account, and choose Limited to select which items the user can access.
- Set User's Administrative Rights
You can select the administrative rights your new user will have to your QuickBooks company file. You can set your new user’s administrative rights so that they can view the Manage Users tab, but cannot add users, delete users or change access rights. To do this, select the button next to the View Manage Users under the user management options.
Next, take a look at Company Information settings. You can grant your new user View Only access to your Company Information — or if you want to enable your new user to be able to edit Company Information, select the Edit option.
- Enter New User's Email Address
Enter your new user’s name and email address into the text boxes and click Next when you’re finished.
- Finish Adding User
Click Finish and you’re done. Your new user will get an email with a link to your QuickBooks account. They’ll need to create a new login name and password unless they’ve used QuickBooks before.
Instructions from Quickbooks