Set up and Install a Multi-user Network for QuickBooks Desktop - PowerPoint PPT Presentation

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Set up and Install a Multi-user Network for QuickBooks Desktop


Learn to install and set up a multi-user network for QuickBooks Desktop so that multiple users can have access to the same company file. – PowerPoint PPT presentation

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Title: Set up and Install a Multi-user Network for QuickBooks Desktop

Set up and Install a Multi-user Network for
QuickBooks Desktop

Set up Multi-User Network for QuickBooks Desktop
  • According to the QB users and their feedbacks,
    QuickBooks is respected to be one of the best
    accounting programming till date. It is
    exceptionally profitable and lets the user to
    manage all the accounting activities in the
    smoothest conceivable way. It accompanies endless
    highlights, one of which is multi-user mode,
    which not just strengthens the efficiency and
    additionally QuickBooks experience. It lets
    multiple users to access and manage the very
    record while too in a similar network.
  • How do I set up multi user in QuickBooks desktop?
    To empower multiuser mode, go to the File menu
    in QuickBooks and choose "MultiUser Mode"

Steps to Sync QuickBooks file between two
  • Install and Download Data Transfer Utility
    provided by Intuit.
  • Paste your company file to the primary computer
    from a secondary computer.
  • Start QuickBooks on the primary computer.
  • In Data Transfer Utility.

What is multi-user network in QuickBooks desktop?
  • Before you become familiar with the process to
    set up multi user network in QuickBooks desktop,
    it is essential to understand, what it is really.
    Multi-user mode permits more than one individual
    to chip away at a solitary company file
    simultaneously. This component saves a great deal
    of time and makes things fast and simple. In the
    event that you are having a tremendous firm
    having an enormous number of workers, at that
    point multi-user mode can be truly helpful for
    you. However, it ought to be noticed that to
    set-up multi-user network in QuickBooks, the user
    needs to possess a different authorized duplicate
    of QuickBooks installed in the framework.

Quick facts to setup multi-user network
  • QuickBooks permits the users to have accesses to
    the information file everywhere on the network.
    However, every user should install the software
    independently. Various records are provided
    distinctive access like
  • QuickBooks enterprise solution is allowed a
    stature of 30 users to access the file together
  • Though the number remaining parts a maximum of 5
    users in QuickBooks Premier
  • And the number even drops down to maximum of 3 in
    QuickBooks Pro

Steps to Set up Multi-User Network in QuickBooks
  • Below we have provided few of the technical steps
    to set up the multi-user network in QuickBooks
    desktop. You can also take help from QuickBooks
    customer support team to save your precious time
    and efforts.

Step 1 Download and install the QuickBooks
  • First, Download the QuickBooks software and save
    it as a file.
  • Then, Install the Software in the system.
  • Choose the Multi-User host installation.

Step 2 Turn on Multi-user Hosting
  • Open the QuickBooks software.
  • Update the company file to a new version if
  • Go to file gt Utilities gt Host multi-user

Step 3 Turn on folder and Windows access
permissions to share company files
  • Right-click the folder that carries the company
  • Go to Properties gt Select Security gt Edit.
  • Choose QBDataServiceUserXX and select Full
    Control, then Allow.
  • Click on Apply, and then click OK button.
  • Set up Windows access permissions to share
    company files
  • Press WindowsE keys to open the File
  • Find and right-click the folder containing your
    company files.
  • Move to Properties gt Sharing gt Share Add.
  • Choose the corresponding QBDataServiceUserXX
    for your version.
  • Set the permission level of both users to Full
    Control and then, click Share.

Step 4 Configure the firewall and security
settings for the desktop
  • Open Start menu and search Firewall.
  • Choose Windows Firewall and select Advanced
  • Right-click on Inbound Rules and pick New
  • Click on Port and then, Next button.
  • Check the TCP option and type in specific ports
    needed for your QuickBooks year version.
  • Make sure Allow the Connection is selected.
  • Checkmark all the profiles and go next.
  • Give the name to the rule and click Finish when
  • Open QuickBooks Desktop again in multi-user mode
    or over your network.

Step 5 Scan your file and Set up the QuickBooks
database server manager
  • Go to the Start button gt Programs gt
  • Then, Click the QuickBooks Database Server
  • Pick the Scan Folders tab.
  • Click the Add Folder button.
  • Select the folder containing your company files
    and then click OK. Choose Add Folder again to
    add additional folders.
  • Press the Scan button to begin the scan.
  • Click close when the scan is completed.

Step 6 Open a company file located on a remote
  • Go to the QuickBooks File menu and select
    Switch to Multi-user Mode.
  • Select Yes in the Multi-user set up hosting
  • Press OK on the Multi-user setup information

  • Multi-user mode can be exceptionally valuable in
    making this smoother and effective. The steps
    given above will definitely assist you with
    completing the Setup of the Multi-User network in
    the QuickBooks desktop. We guarantee you that
    after these steps as per your necessities will
    make the process simpler. We prescribe you to
    converse with our professionals for some other
    question or doubt that you face during the
    process. You can talk with our QuickBooks chief
    support experts
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