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123kimhazen
March 31, 2021
Solved

Multi User Mode

  • March 31, 2021
  • 2 replies
  • 16 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!

    A
    amanda_concepteight
    January 12, 2023

    How do I set up multi-user mode when we do not have a network.  Our company stores all files in Dropbox.  We each have a laptop we use.

    R
    Rasa-LilaMQuickBooks Team
    QuickBooks Team
    January 12, 2023

    Let me assist you and guide you on how to set up multi-user for your QuickBooks, amanda_concepteight.

     

    Before we begin, allow me to share some details about storing files via Dropbox. Sharing your QuickBooks data file via Dropbox will not work because the type of technology used by the program would cause technical problems. The program synchronizes copies of your cloud-based files to all of your computers that access Dropbox. 

     

    When you open a file from your Dropbox, you're opening a copy of that file from your local computer, and it automatically synchronizes any changes you make to the cloud-based master file. For additional information, you can browse the following reference: Can You Drop(box) QuickBooks?

     

    You can consider using a hosting program to run and store your data files on a service provider's servers (commercially or to self-host). Click here to view all of the information about the supported service providers.

     

    Regarding the multi-user setup option, you'll need to configure the multi-user network so that other computers can access your company files. Please note the following before setting up the feature:

     

    • Install users for the company file before switching to a multi-user network.
    • Verify the windows file permissions by logging in as admin.
    • Check the QuickBooks database server manager and turn it on.

     

    When you're ready, follow the instructions in this resource on how to: Install QuickBooks Desktop on a server. Furthermore, these materials will lead you through the steps of mapping a network drive and remotely accessing QBDT from a host or server computer:

     

     

    These links include solutions and topics on how to fix any issues you may have when switching to multi-user mode or performing other accounting-related tasks:

     

     

    Don't hesitate to leave a comment below if you have concerns about QuickBooks or additional questions about the multi-user mode. I'll get back to help you the best that I can, amanda_concepteight.

    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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