QuickBooks Desktop on this computer if you only want your server PC to host your data. • To complete the installation, follow the on-screen directions.
Would you like to share your QuickBooks Desktop for Windows data with more than one user? You may set up a multi-user network to allow other computers to access your corporate data.
The setup necessitates changes to QuickBooks Desktop, Windows, and your server settings.
Step 1: Install QuickBooks to Your Desktop
On a multi-user network, your corporate files are stored on a single computer. This is the machine that will function as your server. Work stations are computers that connect to your network but do not house your company's contents.
We highly advise you to retain your corporate data on the local hard disc of your server machine. This makes it easy to distribute them across your network.
Set up folder permissions on your server machine by following the instructions below. Check that the folder containing your corporate files has authorization to be on your network.
QuickBooks Database Server Manager is installed on your server PC if you follow the procedures in Step 1. This application allows you to share your workplace files with other computers on your network.
Check that the user account you use to log in to your server machine has Windows administrator privileges.
Also, ensure that the Windows user account for Database Server Manager has administrative privileges.
After installing the Database Server Manager, follow the on-screen instructions to scan the folder containing your company's files.
After you've configured everything outside of QuickBooks, all that remains is to enable QuickBooks Multi-user Mode Access on your server PC. This functionality should be enabled only on your server PC.
Sign in as a user with administrative privileges on your server computer and workstations to access your multi-user network.
To share corporate files, enable the folder and Windows access rights. This ensures that workstations can access and interact with your clients. Here's how it works:
User security can override:
If a person may view or update certain data
Look at product-related communications
Determine who initiated a transaction
Whether or not a user has access to a customer's or supplier's financial information
Protect against illegal usage of specific elements of the application
Users are completely excluded.
Control how non-Sage 50 Accounting programmes, such as Microsoft® Access, work.
Make advantage of your data.
Related Post: Set Up Multi-User Mode in QuickBooks Point of Sale
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