Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

DebC-TSB · ‎March 11, 2020

JamesAndrewM · ‎August 10, 2023

I'm here to share information that could help you get through this.

Let us check how we can configure your Quickbooks Desktop for multi-user access so that other workstations can have access to your company files.

To ensure the smooth sharing of your company files over your network, we suggest storing them on the local hard drive of your server computer. Additionally, it is important to enable folder and Windows access permissions so that workstations can access and collaborate on your clients' files. Here is how to do it:

Right-click the folder that carries the company file.
Go to Properties, then select Security and Edit.
Choose QBDataServiceUserXX and then click Full Control.
Press Allow.
Click Apply, and then press the OK button.

Once done, follow the instructions below:

Press Windows + E keys to open File Explorer.
Find and right-click the folder containing your company files.
Move to Properties> Sharing> Shared Add.
Choose the corresponding QBDataServiceUserXX for your version.
Set the permission level of both users to Full Control and Share.

You can refer to this reference for instructions on the entire process: Install QuickBooks Desktop on a server.

However, if the issue persists, I recommend contacting our Technical Support Team. A specialist will look up your account and will further assist you via a secured remote access session. Follow these steps:

Go to Help.
Choose QuickBooks Desktop Help.
Click on the Contact Us link.
Choose Search for something else.
Type in a keyword about your concern.
Hit Submit.
Click on the Start a Message button.

I will also leave this article that might come in handy in the future: How to fix Error H202 and H505.

Please do not hesitate to inform me if you require further assistance regarding QuickBooks-related concerns. I wish you all the best and take care.

View solution in original post

AlexV · ‎March 11, 2020

Let's fix it together, DebC-TSB.

The QuickBooks File Doctor is a tool that determines and fixes any errors on your company file. We can run this so we can resolve the email issue. In addition, let's make sure that we successfully set up folder and Windows access permissions. This can also be the reason why you're unable to send the invoices in multi-user mode.

Also, let's check your QuickBooks Database Server Manager (QDSM) if it's updated. Any error with QDSM can also prevent the other users to send invoices in Multi-User mode.

You'll want to temporarily send the invoices via single-user mode if the same thing happens. Then, please reach out to our Technical Support so they can check the reason for this. Simply go to Help > QuickBooks Desktop Help > click Contact us.

Comment below if you have more questions. I'll be here to assist you.

GPAUSA · ‎August 10, 2023

I was just wondering if you were ever able to find a fix for this issue. We have been experiencing the same thing and have tried several file repairs, and even switching our file from one cloud based server to another in case the issue was with the first cloud provider. Nothing seems to work. Everything functions just fine in single user mode, but with multi-user mode, nobody can send invoices, but estimates and other files can send without a problem.

LieraMarie_A · ‎August 10, 2023

Hi there, @GPAUSA.

To better understand the situation, could you please provide more details about the specific error message or behavior you encounter when trying to send invoices in multi-user mode? Any additional information you can provide about the error message, error codes, or any peculiar behavior will help in identifying the root cause and potentially finding a solution.

Thank you for your cooperation. I'm here to assist you further!

GPAUSA · ‎August 10, 2023

There is no error message. The little blue wheel starts spinning like it is going to send the message, but then it just disappears. We wait a while, hit the send button again, and the same thing happens, no matter how many times we try. We never get the "mail has been successfully sent" message.

JamesAndrewM · ‎August 10, 2023

I'm here to share information that could help you get through this.

Let us check how we can configure your Quickbooks Desktop for multi-user access so that other workstations can have access to your company files.

To ensure the smooth sharing of your company files over your network, we suggest storing them on the local hard drive of your server computer. Additionally, it is important to enable folder and Windows access permissions so that workstations can access and collaborate on your clients' files. Here is how to do it:

Right-click the folder that carries the company file.
Go to Properties, then select Security and Edit.
Choose QBDataServiceUserXX and then click Full Control.
Press Allow.
Click Apply, and then press the OK button.

Once done, follow the instructions below:

Press Windows + E keys to open File Explorer.
Find and right-click the folder containing your company files.
Move to Properties> Sharing> Shared Add.
Choose the corresponding QBDataServiceUserXX for your version.
Set the permission level of both users to Full Control and Share.

You can refer to this reference for instructions on the entire process: Install QuickBooks Desktop on a server.

However, if the issue persists, I recommend contacting our Technical Support Team. A specialist will look up your account and will further assist you via a secured remote access session. Follow these steps:

Go to Help.
Choose QuickBooks Desktop Help.
Click on the Contact Us link.
Choose Search for something else.
Type in a keyword about your concern.
Hit Submit.
Click on the Start a Message button.

I will also leave this article that might come in handy in the future: How to fix Error H202 and H505.

Please do not hesitate to inform me if you require further assistance regarding QuickBooks-related concerns. I wish you all the best and take care.

DebC-TSB · ‎August 11, 2023

Thank you James.

We've been dealing with this issue for a very long time. Thank you for your help. We can finally all work in QB.

JaeAnnC · ‎August 11, 2023

Thanks for getting back to us, @DebC-TSB.

We're happy to hear that the resolution shared by my colleague, @JamesAndrewM, above was able to resolve your concern regarding emailing invoices in multi-user mode. If you need additional assistance with QuickBooks Desktop (QBDT), please don't hesitate to visit the Community. We're always here to help everyone.

Stay safe and have a great rest of the day!

DebC-TSB · ‎August 14, 2023

Been struggling with this since 2018. 5 years. QB Engineers, Avalara tech support. hours and hours of attempts. At last! No more... "are you done with invoicing?", "When can I log in?"

You have no idea how frustrating this issue was!

Micha1jw · ‎June 05, 2024

Hello,

I've been facing this same issue and it seems I share a lot of similarities as other users that had this problem. My QB file is stored on a remote desktop computer because we use FishBowl for inventory management. We also have an Avalara plugin for QB desktop. I've tried following these steps but I get an error that says "Your folder can't be shared." I've called QB support and been on the phone nearly 2 hours now. They just keep putting me through the run-around to try and troubleshoot this issue. They won't listen to the fact that I found this forum, and it appears this is the solution to my problem. Can someone else please try to help me out?

LouiseG · ‎June 05, 2024

I recognize the inconvenience this issue has caused you and your business, Micha1jw. I also appreciate the effort and patience.

You can opt for a cloud-based third-party hosting service, which allows you to run QuickBooks Desktop and store your data on the service provider's servers. It ensures secure access to your QuickBooks from any location and anytime. As every business has different needs, I'm unable to recommend which option to use. However, I can provide resources to help you choose the one that best fits your needs. Check out this article for complete details: Hosting providers authorized by Intuit.

Moreover, you can also read these articles for future reference:

We are happy to help you with anything related to QuickBooks. Please do not hesitate to get back to us by clicking the Reply button or creating a new post in the Community.

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Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.