How to Add or Edit Users to Quickbooks Company Files
If you already have created a gotomyerp users for general access (using the Onboarding Portal
) but are looking to create or edit an application level user, inside the Quickbooks company file, please follow the below instructions.
1. Log in to the company file using the Admin credential
2. Select the 'Company' menu.
3. From the drop-down, go to 'Users', and select 'Set Up Users and Roles'
4. Select 'New...' (or 'Edit...' if you would liked to edit an existing user)
5. Create a username and password
6. Assign appropriate permissions. (see Intuit link below for more information on roles)
The new user will now be able to access QuickBooks company file.
Manage Quickbooks QWC and third-party integrations
Summary In this article, you will learn how to perform some basic management of Quickbooks Integrated apps. (QWC and third party) This will include How to add a new integration (with a QWC or proprietary Sync App) How to remove an existing integrated ...
How to improve the performance of your QuickBooks company file
Summary: Like every database-driven software, maintenance is required on a regular basis to keep your database (or in the case of QuickBooks, your Company File) healthy. This article will walk you through a few tips that will help you keep your file ...
Getting an "Update Company File" prompt when opening Quickbooks
Problem: When opening your Quickbooks Company File, you might receive a prompt similar to the following: (The way this looks may vary depending on which version of Quickbooks you are running) Solution: This message pops up when a Quickbooks update ...
Rebuild Verify QuickBooks Company File
GENERAL Some times you need to Run Rebuild or Verify QuickBooks Data on a company file. Please follow the below Steps REBUILD QUICKBOOKS DATA To run the Rebuild you need the following Ask all the users to logout of the company file on which you need ...
Emailing from QuickBooks, Sage, Misys and other Applications
General Guidelines gotomyerp has tight security around all incoming and outgoing traffic, and will require a request from all clients with pertinent information, to allow email traffic through the firewall. Please note that by default, ports 587 is ...