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ashburnconsulting
Level 3

2021-Desktop-Premier-Multi-Users Set up

Hello,

We are using 2021-Desktop-Premier-Multi-Users and having it hosted by a dedicated server, with each user having a separate windows profile.

 

How to setup users to enable multi-user?

Do we need to setup every user for every company file & check the box "Add user to the QB license" (see attached) for every company file? OR can we setup every user at the software level?

 

p001.jpg

 

 

Thanks.

1 Comment 1
CharleneMaeF
QuickBooks Team

2021-Desktop-Premier-Multi-Users Set up

I'll show you a way on how to setup multi-users in QuickBooks, ashburnconsulting.

 

In a multi-user environment, one server computer hosts your company files. The server allows other computers to access the company file.

 

To begin, you'll have to turn on your hosting mode. You'll need to do this only on the server computer. You must not turn on hosting for workstations.

 

Here's how to turn it on:

  1. Go to the File menu, and then select Utilities.
  2. Select Multi-User Access.
  3. Click Yes to confirm.

 

Once done, let's run the QuickBooks Data Manager on the server so workstations can access the file.

  1. Go to your server computer (the file is stored).
  2. Click the Start menu, and then type Database.
  3. Select QuickBooks Database Server Manager.
  4. If you can't see your folder location, click Browse, and then choose your company file.
  5. Click OK.
  6. Select Start Scan. This will repair your firewall permission to allow QuickBooks to communicate your network.
  7. Click Close, and then try opening QuickBooks in Multi-user mode on your workstations.

 

To learn more about importing using QuickBooks Database Server Manager in hosting your files over a network, you can read the details from this article: QuickBooks Database Server Manager

 

Once done, let's locate and open the company file. Here's how:

  1. From the File menu, select Open or Restore Company.
  2. Select Open a company file, then Next.
  3. Browse the location of the company file.
  4. Select the company file (with file extension .qbw) from the list and select Open.
  5. If prompted, enter your user name and password.

 

To learn more about QuickBooks Desktop hosting modes, you can check out this article:  Host Your Company Data File in Multi-user mode.

 

Additionally, I've included an article that will help resolve error messages when switching into multi-user mode. This helps you access your file without any worry:  Fix Error H202 and H505.

 

The details will help you connect other users to the server computer. We're always around if you need further help.

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