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In this chapter of Mastering QuickBooks we explore security settings and adding multiple users. To use QuickBooks in multi-user mode, you must install a licensed copy of QuickBooks on each networked computer. The company file should be located on a shared resource (like a server or a hard disk that can be accessed by all users). We learn how to create admins, add users, and follow audit trails.

Course Series

This course is included in the following series:

12 CoursesMastering QuickBooks Series #2

  1. Mastering QuickBooks Series 2: Chapter 1: QuickBooks Online
  2. Mastering QuickBooks Series 2: Chapter 2: Banking
  3. Mastering QuickBooks Series 2: Chapter 3: Special Topics
  4. Mastering QuickBooks Series 2: Chapter 4: Setting Up Payroll
  5. Mastering QuickBooks Series 2: Chapter 5: Time Tracking
  6. Mastering QuickBooks Series 2: Chapter 6: Running Payroll
  7. Mastering QuickBooks Series 2: Chapter 7: Security and Multi-User
  8. Mastering QuickBooks Series 2: Chapter 8: Working With Reports
  9. Mastering QuickBooks Series 2: Chapter 9: Utilities
  10. Mastering QuickBooks Series 2: Chapter 10: Year-End Procedures
  11. Mastering QuickBooks Series 2: Chapter 11: Customizing Forms
  12. Mastering QuickBooks Series 2: Chapter 12: Finding and Saving Time

Learning Objectives

  • Explore Multi-User QuickBooks Versions
  • Explore how to Set Up Users and Admins
  • Explore User Modes
  • Explore Audit Trail

2 Reviews (12 ratings)Reviews

4
Member's Profile
Good review for learning the differences between single vs. multi-user mode.
4
Anonymous Author
Simple and easy to follow.

Prerequisites

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:59Introduction
Multi - User Setup
  1:26Multi-user Install
  1:54Assign Administrator
  3:11Set Up Users-I
  1:33Set Up Users-II
  1:15Set Up Users-III
User Modes
  00:24User Modes - Introduction
  00:57Multi-user Mode
  1:49Users-My Preferences
Audit Trail
  00:29Audit Trail - Introduction
  1:57Audit Trail-I
  1:26Audit Trail-II
Continuous Play
  17:18Mastering QuickBooks Series 2: Chapter 7: Security & Multi-User
SUPPORTING MATERIALS
  PDFWorkbook: Security & Multi-User
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM