QuickBooks New user


 When a QuickBooks new user arrives on the scene it’s time to set them up a QuickBooks sign in.

Perhaps you have a new member of staff or the Director wants to sign in to QuickBooks. It’s time to consider the security and audit process for your QuickBooks file.

You will already have a secure file with appropriate passwords , notably for the administrator. To maintain the integrity of your Accounting systems you will need to address

1. Who is responsible for the file maintenance (Administator)

2. What power should users have when inputting / reporting in QuickBooks

3. Is your data secure and can you tell who entered/ amended a transaction

4. Do you have processes for data recovery

The video clip below gets you started , addresses setting up a new user in QuickBooks.


To discuss your QuickBooks set up and user training needs contact Katara. We can help you to make safely and securely make best use of your QuickBooks data





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COVID-19 Update

We continue to provide QuickBooks training and problem solving via screen share / remote access.

Until further notice we are not visiting clients to deliver face to face QuickBooks training.

Please call us on 01256 764406 today or contact us via the website to book a QuickBooks training session or for further information.