Hosting your company data in multi-user mode in QuickBooks Desktop
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Quickbooks desktop pro multi user
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 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?
Go to Solution. I can help you with setting up multi-user so other workstations can access your company files, kimhazen. 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. This makes sure workstations can access and work with your clients. 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. Let me know if you need further assistance with multi-user.
Take care and have a good one! View solution in original post. Which one do you have? If the latter, you have to contact Support and ask them to merge the license. Thanks for the additional information, kimhazen. 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:.
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! I know this is quite a while since you sent me a message but tax season was busy. I am now trying to get this figured out but not much luck. Thanks for getting back with the Community about this, kimhazen. I appreciate your detailed information about what's going on.
Since QuickBooks is showing your company file's location in the Downloads folder, you'll want to perform the same steps provided by MadelynC with that folder. Once you've finished setting up your folder's permissions, you can proceed with the next set of steps in MadelynC's post.
You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives. Hello I want to clarify that if we want to use multi user mode for 2 pcs we cannot back up files to the Intuit cloud.
Thanks for turning to the Community about your concern, innovative B. You can create a data backup in your account using either Multi-user or Single-user mode because both of these modes provide a task or feature to completely back up the file. To learn more about the tasks that can be performed in multi-user mode, check out this article: Features available and tasks you can perform in single or multi-user mode.
Additionally, you have an option to adjust user roles in QuickBooks Desktop by going to the Company tab, then select Users and Roles , and click the Edit button to review or change the access level.
For the detailed guide, please visit this article: Create and manage roles. I'll share the article about how to fix Error H and H as a future reference. You're always welcome to tag me in your reply if you have other questions about multi-user mode. It's always my top priority to help and ensure to keep you on the right track.
Stay safe! I did the switch to multiuser and allow the sharing on the server computer office , how I open the file on the other computer Home?? Do I need copy the file from office and restore at home or what's the steps? Secure a backup file QBB from your office and restore it on your machine at home. You have to install QB Desktop on your home machine and need one user license to do so. Make sure no one access your company file at your office until you restore the file with the updated one.
This method is free but very risky for your team. Thanks for joining us here, cypress Yes, you can restore the copy of your company file at home. However, you'll need to set up a multi-user mode to share your data file. Let me share the steps on how you can switch to multi-user mode. Before we begin, make sure to back up your company file.
Here's how:. See this guide for more information: Back up your QuickBooks Desktop company file. Once done, proceed with setting up multi-user mode. You can refer to the above steps provided by my peer MadelynC. You can also check out this article for details: Set up and install a multi-user network for QuickBooks Desktop. With the above steps you're able to share your company file. Drop a reply anytime below if you have follow-up questions or concerns with your company file. I'll be around to assist you.
Take care and have a great day ahead. I did restore file at home and switch to multiuser but how I know home computer is linking with office computer? You need to have a 3rd party solution. As long as you don't need more than one user working on a file at the same time, consider using this solution.
The steps that were shared above were focused on how to set up and install a multi-user network for QBDT. To check if your home computer is connected to your office computers, simply go to the Windows search bar.
Then, look for View network computers and devices. This will show you all the devices that are connected to your server computer. You can also reach out to an IT professional to help identify which workstations are connected to your host computer. Please take note that on a multi-user network, one computer hosts your company files. This is your server computer. Computers that connect to your network that don't host your company files are called workstations.
Additionally, you may be able to find some helpful resources about using QuickBooks in our Help article archives. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for.
Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. 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 Solved! Labels: QuickBooks Accountant Desktop. Reply Join the conversation. Best answer March 31, Best Answers.
Multi User Mode I can help you with setting up multi-user so other workstations can access your company files, kimhazen.
Go to Properties , then select Security and Edit. Press Allow. Click Apply , and then press the OK button. Find and right-click the folder containing your company files. Set permission level of both users to Full Control and Share. Level
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