Question

You need to set up a new user so they can see reports, but do NOTHING else in QuickBooks. Put the steps for setting up a user (who can only see reports) in the correct order.

Answer 1

To set up a new user in QuickBooks with access to only view reports, follow these steps: Company menu > Set Up Users and Passwords > Set Up Users > Add User > User Type (Reports Only) > Customize report access > Finish.

Step-by-step explanation:

1. Open QuickBooks and go to the Company menu.
2. Choose Set Up Users and Passwords and then Set Up Users.
3. Click Add User and enter the user's name and password.
4. In the User Type dropdown menu, select Reports Only.
5. Customize the user's access to reports by clicking on the Reports tab and selecting the specific reports they should be able to see.
6. Click Finish to save the changes and set up the new user with limited access to only view reports.