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chats

We just went from Enterprise 2016 to 2018 and no longer see the "chat with a co-worker" option in the company options.  Where is it???

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Best answer 05-02-2019

Accepted Solutions
QuickBooks Team

Re: chats

Hello there, cmjarrett.

 

I'm glad you came in for support. I'm here to help you use the QuickBooks Messenger option in QuickBooks Desktop.

 

Before we start, make sure you're in a multi-user mode. You'll see the QuickBooks Messenger icon in your system tray, at the bottom-right of your screen. To do this, you can right-click on the QuickBooks Messenger icon, then select Chat to start a conversion.

 

I'm happy to share with you this article that thoroughly discusses the use of QuickBooks Messenger: Enable and use QuickBooks Messenger.
 

There you go. You should now be able to chat with you co-worker. Let me know if you have follow-up questions about this. It's always my pleasure to help.

View solution in original post

3 Comments
QuickBooks Team

Re: chats

Hello there, cmjarrett.

 

I'm glad you came in for support. I'm here to help you use the QuickBooks Messenger option in QuickBooks Desktop.

 

Before we start, make sure you're in a multi-user mode. You'll see the QuickBooks Messenger icon in your system tray, at the bottom-right of your screen. To do this, you can right-click on the QuickBooks Messenger icon, then select Chat to start a conversion.

 

I'm happy to share with you this article that thoroughly discusses the use of QuickBooks Messenger: Enable and use QuickBooks Messenger.
 

There you go. You should now be able to chat with you co-worker. Let me know if you have follow-up questions about this. It's always my pleasure to help.

View solution in original post

Not applicable

Re: chats

I did enable the messenger but although there were many users logged in the were not listed like the used to be. Do I have to take another action to have the available users listed?

 

Thanks,

Carol Morris-Jarrett

QuickBooks Team

Re: chats

Thanks for getting back to the QuickBooks Community, @cmjarrett.

 

Allow me to step in and help provide some additional information about the QuickBooks Messenger feature. 

 

If the users don't include on the logged in lists, possible is they are still not set up as a user on your QuickBooks company file. 

 

Here's how you can set up a user:

  1. At the top menu bar, select Company menu.
  2. Go to Users.
  3. Click Set Up Users and Roles...
  4. Select New.
  5. Fill out the User Name, Password, and Confirm Password fields.
  6. On the Rules section, choose which area of QuickBooks the user has access to.
  7. When done, select Finish.

For additional reference, you can check this article: QuickBooks Desktop Users and Restrictions.

 

This should get you on the right track. Feel free to leave a comment below if you have other questions about the the QuickBooks Messenger  or adding user. I'll be around to help. Have a good one. 

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