How can you add a new user in QuickBooks?

To add a new user in QuickBooks, the best approach is to select Users from the Company menu and manage users. This option allows you to access user management features, where you can either add a new user or modify existing users' settings. Setting user permissions and roles is essential for controlling access to various parts of the QuickBooks system, which is critical for both security and operational efficiency.

Using the Company menu streamlines the process by centralizing user management in one location, ensuring that you have the necessary controls and settings at your fingertips. This capability is fundamental for businesses that require multiple users to access the QuickBooks file, each with specific permissions tailored to their roles.

While creating a guest account or sending an invitation may sound viable, those methods do not fully encompass the robust management options offered through the Company menu. Upgrading your plan, on the other hand, might be necessary if you need more user slots but is not a step required solely for adding a new user, especially if you're within your current limits. Thus, managing users through the relevant menu provides a comprehensive and effective means to add and customize user access in QuickBooks.