If your company file is online, you can allow access to your accounts anywhere and anytime, and by anyone you invite (like your colleagues, bookkeeper or accountant). Even if your file isn't online, setting up user access still allows you to control who can access your file, and track transaction record history. You'll need to set up user access for anyone you want to work with your data. Just follow these two steps...
- Give your users access to your online space (skip this step if your file's not online, or if you've already done it).
- Give your users access to your company file. To do this, you first set them up with a user ID and password, and then assign them a role, which determines what areas of the file they can work with.
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