If you want multiple users to have access to the same company file, then you need to set up and install a multi-user Network for QuickBooks Desktop. There are three components to this setup: Windows, Server, and QuickBooks Desktop. In this article, you’ll find all the required steps for setting up each of these components to configure a multi-user network.
Set up Multi-User Network for QuickBooks Desktop
SET UP AND INSTALL A MULTI-
USER NETWORK FOR
QUICKBOOKS DESKTOP
BIGXPERTS.COM
SET UP MULTI-USER NETWORK FOR QUICKBOOKS
DESKTOP
ACCORDING TO THE QB USERS AND THEIR FEEDBACKS, QUICKBOOKS IS RESPECTED TO BE ONE OF THE BEST
ACCOUNTING PROGRAMMING TILL DATE. IT IS EXCEPTIONALLY PROFITABLE AND LETS THE USER TO MANAGE
ALL THE ACCOUNTING ACTIVITIES IN THE SMOOTHEST CONCEIVABLE WAY. IT ACCOMPANIES ENDLESS
HIGHLIGHTS, ONE OF WHICH IS MULTI-USER MODE, WHICH NOT JUST STRENGTHENS THE EFFICIENCY AND
ADDITIONALLY QUICKBOOKS EXPERIENCE. IT LETS MULTIPLE USERS TO ACCESS AND MANAGE THE VERY
RECORD WHILE TOO IN A SIMILAR NETWORK.
HOW DO I SET UP MULTI USER IN QUICKBOOKS DESKTOP? TO EMPOWER MULTI–USER MODE, GO TO THE
FILE MENU IN QUICKBOOKS AND CHOOSE "MULTI–USER MODE"
STEPS TO SYNC QUICKBOOKS FILE BETWEEN TWO COMPUTERS:
• INSTALL AND DOWNLOAD DATA TRANSFER UTILITY PROVIDED BY INTUIT.
• PASTE YOUR COMPANY FILE TO THE PRIMARY COMPUTER FROM A SECONDARY COMPUTER.
• START QUICKBOOKS ON THE PRIMARY COMPUTER.
• IN DATA TRANSFER UTILITY.
WHAT IS MULTI-USER NETWORK IN QUICKBOOKS
DESKTOP?
BEFORE YOU BECOME FAMILIAR WITH THE PROCESS TO SET UP MULTI USER NETWORK IN QUICKBOOKS
DESKTOP, IT IS ESSENTIAL TO UNDERSTAND, WHAT IT IS REALLY. MULTI-USER MODE PERMITS MORE THAN
ONE INDIVIDUAL TO CHIP AWAY AT A SOLITARY COMPANY FILE SIMULTANEOUSLY. THIS COMPONENT SAVES
A GREAT DEAL OF TIME AND MAKES THINGS FAST AND SIMPLE. IN THE EVENT THAT YOU ARE HAVING A
TREMENDOUS FIRM HAVING AN ENORMOUS NUMBER OF WORKERS, AT THAT POINT MULTI-USER MODE CAN
BE TRULY HELPFUL FOR YOU. HOWEVER, IT OUGHT TO BE NOTICED THAT TO SET-UP MULTI-USER NETWORK
IN QUICKBOOKS, THE USER NEEDS TO POSSESS A DIFFERENT AUTHORIZED DUPLICATE OF QUICKBOOKS
INSTALLED IN THE FRAMEWORK.
QUICK FACTS TO SETUP MULTI-USER NETWORK
QUICKBOOKS PERMITS THE USERS TO HAVE ACCESSES TO THE INFORMATION FILE EVERYWHERE ON THE
NETWORK. HOWEVER, EVERY USER SHOULD INSTALL THE SOFTWARE INDEPENDENTLY. VARIOUS RECORDS
ARE PROVIDED DISTINCTIVE ACCESS LIKE:
• QUICKBOOKS ENTERPRISE SOLUTION IS ALLOWED A STATURE OF 30 USERS TO ACCESS THE FILE
TOGETHER
• THOUGH THE NUMBER REMAINING PARTS A MAXIMUM OF 5 USERS IN QUICKBOOKS PREMIER
• AND THE NUMBER EVEN DROPS DOWN TO MAXIMUM OF 3 IN QUICKBOOKS PRO
STEPS TO SET UP MULTI-USER NETWORK IN
QUICKBOOKS DESKTOP
BELOW WE HAVE PROVIDED FEW OF THE TECHNICAL STEPS TO SET UP THE MULTI-USER NETWORK IN
QUICKBOOKS DESKTOP. YOU CAN ALSO TAKE HELP FROM QUICKBOOKS CUSTOMER SUPPORT TEAM TO
SAVE YOUR PRECIOUS TIME AND EFFORTS.
STEP 1: DOWNLOAD
AND INSTALL THE
QUICKBOOKS DESKTOP
• FIRST, DOWNLOAD THE QUICKBOOKS
SOFTWARE AND SAVE IT AS A FILE.
• THEN, INSTALL THE SOFTWARE IN THE
SYSTEM.
• CHOOSE THE MULTI-USER HOST
INSTALLATION.
STEP 2: TURN ON
MULTI-USER HOSTING
• OPEN THE QUICKBOOKS SOFTWARE.
• UPDATE THE COMPANY FILE TO A NEW
VERSION IF REQUIRED.
• GO TO ‘FILE‘ > ‘UTILITIES‘ > ‘HOST MULTI-
USER ACCESS‘.
STEP 3: TURN ON FOLDER AND WINDOWS ACCESS
PERMISSIONS TO SHARE COMPANY FILES
• RIGHT-CLICK THE FOLDER THAT CARRIES THE COMPANY FILE
• GO TO ‘PROPERTIES’ > ‘SELECT SECURITY’ > ‘EDIT’.
• CHOOSE ‘QBDATASERVICEUSERXX’ AND SELECT ‘FULL CONTROL’, THEN ‘ALLOW’.
• CLICK ON ‘APPLY’, AND THEN CLICK ‘OK’ BUTTON.
SET UP WINDOWS ACCESS PERMISSIONS TO SHARE COMPANY FILES
• PRESS ‘WINDOWS+E’ KEYS TO OPEN THE ‘FILE EXPLORER’
• FIND AND RIGHT-CLICK THE FOLDER CONTAINING YOUR COMPANY FILES.
• MOVE TO ‘PROPERTIES’ > ‘SHARING‘ > ‘SHARE ADD’.
• CHOOSE THE CORRESPONDING ‘QBDATASERVICEUSERXX’ FOR YOUR VERSION.
• SET THE PERMISSION LEVEL OF BOTH USERS TO ‘FULL CONTROL’ AND THEN, CLICK ‘SHARE’.
STEP 4: CONFIGURE THE
FIREWALL AND SECURITY
SETTINGS FOR THE DESKTOP
• OPEN ‘START’ MENU AND SEARCH ‘FIREWALL’.
• CHOOSE ‘WINDOWS FIREWALL’ AND SELECT ‘ADVANCED SETTINGS’.
• RIGHT-CLICK ON ‘INBOUND RULES’ AND PICK ‘NEW RULE’
• CLICK ON ‘PORT’ AND THEN, ‘NEXT’ BUTTON.
• CHECK THE ‘TCP’ OPTION AND TYPE IN SPECIFIC PORTS NEEDED FOR YOUR
QUICKBOOKS YEAR VERSION.
• MAKE SURE ‘ALLOW THE CONNECTION’ IS SELECTED.
• CHECKMARK ALL THE PROFILES AND GO ‘NEXT’.
• GIVE THE NAME TO THE RULE AND CLICK ‘FINISH’ WHEN DONE.
• OPEN QUICKBOOKS DESKTOP AGAIN IN MULTI-USER MODE OR OVER YOUR
NETWORK.
STEP 5: SCAN YOUR FILE AND
SET UP THE QUICKBOOKS
DATABASE SERVER MANAGER
• GO TO THE ‘START’ BUTTON > ‘PROGRAMS’ > ‘QUICKBOOKS’.
• THEN, CLICK THE ‘QUICKBOOKS DATABASE SERVER MANAGER’.
• PICK THE ‘SCAN FOLDERS’ TAB.
• CLICK THE ‘ADD FOLDER’ BUTTON.
• SELECT THE FOLDER CONTAINING YOUR COMPANY FILES AND
THEN CLICK ‘OK’. CHOOSE ‘ADD FOLDER’ AGAIN TO ADD
ADDITIONAL FOLDERS.
• PRESS THE ‘SCAN BUTTON’ TO BEGIN THE SCAN.
• CLICK CLOSE WHEN THE SCAN IS COMPLETED.
STEP 6: OPEN A
COMPANY FILE
LOCATED ON A REMOTE
COMPUTER
• GO TO THE ‘QUICKBOOKS FILE MENU’ AND
SELECT ‘SWITCH TO MULTI-USER MODE’.
• SELECT ‘YES’ IN THE MULTI-USER SET UP
HOSTING WINDOW.
• PRESS ‘OK’ ON THE MULTI-USER SETUP
INFORMATION WINDOW.
END!
MULTI-USER MODE CAN BE EXCEPTIONALLY VALUABLE IN
MAKING THIS SMOOTHER AND EFFECTIVE. THE STEPS GIVEN
ABOVE WILL DEFINITELY ASSIST YOU WITH COMPLETING THE
SETUP OF THE MULTI-USER NETWORK IN THE QUICKBOOKS D
ESKTOP
. WE GUARANTEE YOU THAT AFTER THESE STEPS AS PER YOUR
NECESSITIES WILL MAKE THE PROCESS SIMPLER. WE
PRESCRIBE YOU TO CONVERSE WITH OUR PROFESSIONALS
FOR SOME OTHER QUESTION OR DOUBT THAT YOU FACE
DURING THE PROCESS. YOU CAN TALK WITH OUR
QUICKBOOKS CHIEF SUPPORT EXPERTS
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