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123kimhazen
March 31, 2021
Solved

Multi User Mode

  • March 31, 2021
  • 2 replies
  • 5 views

I have wasted the last several days trying to get help with Multi User. I have chatted and talked with QB support but I feel as if no one understands what I need help with.

I have QB Accountant Desktop 2021 setup on 2 computers, I just added another license so I have 2 license. I set my computer up as the server (I think) 

How do I get the other workstation to access the server and work on our clients that we do accounting for?

I am really wishing someone could remote into my computer and help me out.

I feel this should not take so much of my time

Thanks

    Best answer by MadelynC

    I can help you with setting up multi-user so other workstations can access your company files, @123kimhazen.


    When setting up multi-user in Quickbooks Desktop, we recommend keeping your company files on your server computer's local hard drive. This makes it easier to share them over your network.


    You’ll want to turn on the folder and windows access permissions to share company files. This makes sure workstations can access and work with your clients. Here’s how:

     

    1. Right-click the folder that carries the company file.
    2. Go to Properties, then select Security and Edit.
    3. Choose QBDataServiceUserXX and then click Full Control.
    4. Press Allow.
    5. Click Apply, and then press the OK button.

     

    Once done, follow these instructions below:

     

    1. Press Windows + E keys to open File Explorer.
    2. Find and right-click the folder containing your company files.
    3. Move to Properties> Sharing> Shared Add.
    4. Choose the corresponding QBDataServiceUserXX for your version.
    5. Set permission level of both users to Full Control and Share.


    You can refer to this reference for complete instructions to set up and install a multi-user network. This provides you depth information, so everything is properly configured.


    I’ve also included this troubleshooting guide in case you’re having issues when you try to switch to multi-user mode. I’m sure this will be helpful.


    Let me know if you need further assistance with multi-user. I’m here determined to help you out. Take care and have a good one!

    2 replies

    M
    MadelynCModeratorAnswer
    Moderator
    March 31, 2021

    I can help you with setting up multi-user so other workstations can access your company files, @123kimhazen.


    When setting up multi-user in Quickbooks Desktop, we recommend keeping your company files on your server computer's local hard drive. This makes it easier to share them over your network.


    You’ll want to turn on the folder and windows access permissions to share company files. This makes sure workstations can access and work with your clients. Here’s how:

     

    1. Right-click the folder that carries the company file.
    2. Go to Properties, then select Security and Edit.
    3. Choose QBDataServiceUserXX and then click Full Control.
    4. Press Allow.
    5. Click Apply, and then press the OK button.

     

    Once done, follow these instructions below:

     

    1. Press Windows + E keys to open File Explorer.
    2. Find and right-click the folder containing your company files.
    3. Move to Properties> Sharing> Shared Add.
    4. Choose the corresponding QBDataServiceUserXX for your version.
    5. Set permission level of both users to Full Control and Share.


    You can refer to this reference for complete instructions to set up and install a multi-user network. This provides you depth information, so everything is properly configured.


    I’ve also included this troubleshooting guide in case you’re having issues when you try to switch to multi-user mode. I’m sure this will be helpful.


    Let me know if you need further assistance with multi-user. I’m here determined to help you out. Take care and have a good one!

    1
    123kimhazenAuthor
    June 9, 2021

    I know this is quite a while since you sent me a message but tax season was busy. I am now trying to get this figured out but not much luck. when I open my QB program it shows the location as C:\users\kim\downloads\

    but when I right click on the C folder PROPERTIES, SECURITY & EDIT I do not see QBDataServiceUsersXX in any form - have I not saved it correctly?

    Z
    ZackE_QuickBooks Team
    QuickBooks Team
    June 9, 2021

    Thanks for getting back with the Community about this, 123kimhazen. I appreciate your detailed information about what's going on.
     

    The C:\ drive you're referring to is your computer's hard drive, whereas the Downloads area is a folder. Since QuickBooks is showing your company file's location in the Downloads folder, you'll want to perform the same steps provided by MadelynC with that folder.
     

    Once you've finished setting up your folder's permissions, you can proceed with the next set of steps in MadelynC's post.
     

    You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
     

    Please don't hesitate to send a reply if there's any questions. Have a wonderful day!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    April 1, 2021

    @123kimhazen 

    Which one do you have? A QBD license for 2 users or 2 QBD license for 1 user? If the latter, you have to contact Support and ask them to merge the license.

    1
    123kimhazenAuthor
    April 1, 2021

    I have the QBD license for 2 users

    M
    MadelynCModerator
    Moderator
    April 1, 2021

    Thanks for the additional information, @123kimhazen.


    Have you tried the recommendations I’ve mentioned above? Those steps and references will help you set up multi-user successfully in QuickBooks Desktop.


    You can refer to my instructions and make sure the product license for both workstations are the same. Here are the steps to check the number:

     

    1. Open your QBDT account.
    2. Go to the Help menu, then select QuickBooks Accountant Desktop.
    3. Take note of the license number.


    If you need tips, resources, and playlists, you can visit our Support page to learn more. This helps manage your account and improve your QuickBooks experience.


    Don't hesitate to drop a reply below if you have additional multi-user concerns. I'll be around to help in any way I can. Always take care!

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