Creating Admin User QuickBooks Desktop

In this article, we will outline the steps to add a new Administrator or Full access user to QuickBooks Desktop. After completing the steps below the new user can now connect QuickBooks to MakersHub.

While this is not required to integrate with MakersHub, it is beneficial as:

1. The audit log will show changes made by the MakersHub Integration account instead of the user account that authorized the connection.

2. The primary administrator will not need to share their password or be present during the connection setup.

Please see the following links for QuickBooks Desktop guide on connecting to MakersHub.

Integration is Tied to the Admin ID

Please note, the integration is linked to the Administrator ID that created the connection, and removing or deleting this user will also remove the connection.

QuickBooks Desktop: Adding an Administrator

To add a new Admin User in QuickBooks Desktop, go to the top of the screen and click Company, then Users, and select Setup Users and Roles.

Click New and fill out the following information:

• Username: MakersHubAdmin

• Role: Click Full Access or Administrator role on the left and click add. (Role names may vary dependent on environment)

• Email: Enter the email that will be associated with this account

Click OK once the information has been inputted.

The user will get an email for them to accept the invite to the QuickBooks environment. This will then prompt the user to fill out their information and set a password.

Now, you are ready to authorize the connection to QuickBooks Desktop.