Thanks for joining the Community, Cmaturani.
Your client can set up their company file to where it can be opened on a multi-user server. This will enable them and others to access their books from other computers.
Initially, they'll need to set up QuickBooks to function on a multi-user network.
Here's how:
- If they haven't already, they'll need to download and install QuickBooks on the server computer. Their server computer will be the one which hosts their company file. Computers that connect to this network, but don't host the file, are called work stations.
- When installing QuickBooks, they'll need to choose Custom and Network install for its install type.
- If they want a full version of QuickBooks on their server, they'll need to pick I'll be using QuickBooks Desktop on this computer, AND I'll be storing.... In the event they only want their files hosted on their server, they can use their I will NOT be using QuickBooks Desktop on this computer... option.
- Now they can follow along with their on-screen instructions to complete the installation.
Their next step will be to set up folder permissions on their server computer so that the folder with their company file(s) has permission to be on the network.
Afterwards, they'll need to confirm they have QuickBooks Database Server Manager installed on their server computer.
They'll be able to find the rest of the steps for setting up a multi-user network in our Install QuickBooks on a server article.
Please feel welcome to send a reply if there's any questions. Have a great day!
