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LauraB2018
Level 2

2019 QB desktop pro how can others view

Hi,

I have 2019 QB desktop pro one user.  My boss would like to be able to view and run reports in QB's

He won't be making any changes just want's to view and run reports.  Also possibly his accountant would like to view and run reports.  What is the best way to do this.  I am the one who does all the entry so they would not need access to make changes just to run reports and view the information in my QB desktop pro.  Any help would be greatly appreciated.

Laura

Solved
Best answer August 16, 2020

Best Answers
katherinejoyceO
QuickBooks Team

2019 QB desktop pro how can others view

Thanks for actively responding, @LauraB2018. I'm here to add more information about how multi-user access works in QuickBooks. 

 

First off, you'll need to set up a multi-user network on your laptop to host your company file. All other computers should be connected to your network.

 

Read through this article for more details: Set up and install a multi-user network for QuickBooks Desktop.

 

Then, invite users to access the data file, and ensure the Windows user account for Database Server Manager has admin rights.

 

Yes, they can make changes. However, only one user can work in the company file at a time. Check out this article to know more about the users and restrictions.

 

For the number of users, check this link for the feature comparison in QuickBooks Desktop: https://quickbooks.intuit.com/desktop/.

 

Feel free to message again if you have additional questions. We're always around here to help. 

View solution in original post

6 Comments
Fiat Lux - ASIA
Level 15

2019 QB desktop pro how can others view

Purchase an additional seat of your current license for your boss.  You may send the backup file to let your boss open it on his machine. And you may send the accountant file to his accountant. 

LauraB2018
Level 2

2019 QB desktop pro how can others view

How do I purchase an additional seat?  How much does it cost.  The other person besides by boss isn't actually an accountant so she does not have QB's either.  Also I heard something about remoting in.

How does that work?  With sending a back up file to my boss so he will be able to run reports etc.  If he makes changes it will only be on the back up file I sent him correct?

Fiat Lux - ASIA
Level 15

2019 QB desktop pro how can others view

Contact Sales directly to ask about it. If you purchase thru a partner/reseller, you may get it for < $250/seat. But should you need additional 2 seats, it is cheaper to purchase a new license of QBD 2020 Pro for 3 users. You may get a one time license for < $700. If you purchased it within this month, make sure you reserved a free upgrade option to QBD 2021.

 

Another option is using a remote desktop app. Keep in mind, when another user remote to your machine, you should do nothing.

https:// my.splashtop.com/splashtop_referral/AAHHq6GG344maw

 

LauraB2018
Level 2

2019 QB desktop pro how can others view

Can you please tell me how a three user works?  I install it on my laptop.  Then how do the other users get access to it.  Then when they have access to it, can they make changes?  etc.  Or just run reports.  I'm sorry for all the questions, I have alot to learn.  As for the remote access, how much does that usually cost.

Pro and Cons please for remote access vs Desktop 3 users

katherinejoyceO
QuickBooks Team

2019 QB desktop pro how can others view

Thanks for actively responding, @LauraB2018. I'm here to add more information about how multi-user access works in QuickBooks. 

 

First off, you'll need to set up a multi-user network on your laptop to host your company file. All other computers should be connected to your network.

 

Read through this article for more details: Set up and install a multi-user network for QuickBooks Desktop.

 

Then, invite users to access the data file, and ensure the Windows user account for Database Server Manager has admin rights.

 

Yes, they can make changes. However, only one user can work in the company file at a time. Check out this article to know more about the users and restrictions.

 

For the number of users, check this link for the feature comparison in QuickBooks Desktop: https://quickbooks.intuit.com/desktop/.

 

Feel free to message again if you have additional questions. We're always around here to help. 

View solution in original post

Fiat Lux - ASIA
Level 15

2019 QB desktop pro how can others view

@LauraB2018 

If all of 3 users are in the same network environment, you may learn from the resources as mentioned by katherinejoyceO.  Otherwise, you have to decide the following points:

1. Do all user need a real time access to work on the same company file anytime?

2. Do you able or have someone to setup and manage your infrastructure? 

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