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#Quickbooks company settings 40 how to#
#Quickbooks company settings 40 license#

Multi-user access enables increased productivity and efficiency.What are the benefits of using QuickBooks Multi-User? Similarly, if your business only has two users that will need to access QuickBooks, a 2 User product will be right for you. In this scenario, since three users are using QuickBooks, a 3 User product will be best suited to your business' needs.

#Quickbooks company settings 40 license#

The business owner uses one QuickBooks license to run reports, while the office manager uses a second license to enter sales reports and receipts, and the payroll clerk uses a third license to run payroll and print checks. Imagine your business has three people (owner, office manager and payroll clerk) who need to access one QuickBooks file at the same time.

While you are here, you will want to review the other automation settings to make sure that QuickBooks Online automation function is set up according to your preferences.What does it mean when we say Multi-User?.

You can turn this setting on to automatically fill other fields of the form based on the last saved transaction for that customer, vendor, or employee.

The top setting within the Automation row is Pre-fill forms with previously entered content.

Select the Advanced tab on the left side of the screen and locate the Automation row.

Select your preference, select Save, and select Done. This setting gives you the option to select one hour, two hours, or three hours.

The bottom setting within the Other preferences row is the automatic time out setting.

Either select Other preferences or select the pencil icon in the top right corner of the row. Scroll to the bottom until you find the Other preferences row.

Select the Advanced tab on the left side of the screen.

#Quickbooks company settings 40 how to#

Here is how to set your automatic time out preferences: Specifying your time out preferences up front can prevent unexpected time out frustrations when you start using QuickBooks Online. Most online applications have inactivity time out settings that time out users who do not demonstrate activity within the application for a certain amount of time. Review the information to confirm your personal information and your marketing preferences, then select Submit.Fill in your personal information and select Next.Check the box(es) you want and select Next. Here you may select whether or not you want Intuit to send you physical mail, emails, or contact you by phone with marketing content. A new web browser tab with open with the URL.Scroll to the bottom until you find the Communications with Intuit row.Select the Company tab on the left side of the screen.Select the Account and Settings option under the Your Company column. Select the gear icon in the top right corner of the screen.Make sure your QuickBooks Online company is open in a web browser.It is up to you to set your marketing preferences. Opening a QuickBooks Online account provides Intuit with your information and various ways to contact you. One of the first things to set for any new online product is how often and in what manner the product provider communicates with you. * All screenshots are taken from a QuickBooks Online sample company. QuickBooks Online - Setting Your Preferences In this article