QuickBooks Multi User Setup

QuickBooks introduces both single-user modes as well as multi-user mode. Most of the entrepreneurs or business owners prefer QuickBooks multi-user mode because of its amazing advantages. This blog will guide you to set up QuickBooks Multi-user Mode.

It empowers multiple users to connect and get access to QuickBooks Company files simultaneously from the server system or host. The settings introduced in multi-user mode saves your quality time and valuable resources, which you can invest in a core part of your business to be more productive.

Here, you get complete guidance to make QuickBooks multi-user mode and the things you have to consider before setting this mode.

Have a look at QuickBooks Multi-user Mode advantages 

Running QuickBooks accounting software on multi-user mode is more beneficial rather than the single-user mode. If you work with multiple users, it is necessary to switch multi-user mode. It comes with many benefits that lead your business economy to the next level. 

Here, you get to know about its many benefits

  • It takes less effort to work on your business plans with more accuracy. It gives you better outcomes to take any decision about your business processing 
  • You can track entire business accountancy in your hand, you have the choice to select  the option between “A dedicated server for multi-user mode” or “you can utilize one of your business workstations as host”
  • It makes better communication with the team which is needed the most to achieve the business goal. With this approach, the user makes all work in a well-informed manner.
  • This multi-user mode in QuickBooks wipes out the geographical limitation and permits you to navigate your employees with ease.

Things, you have to consider before multi-user setup processing

  • In your system, QuickBooks software must be installed with the latest release.
  • Make sure, you store your QB company file on the Centralized server. So, it can easily be accessed by selected multiple users.
  • Must be sure that installed an independent and licensed copy of the QuickBooks on every folder of the local workstation.
  • QuickBooks has many versions and for every version, you have an alternate allowance for the number of users. 

Detailed Guidance to Setup QuickBooks Multi-user Mode

Once you are certain that all the prerequisites are satisfied, you would now be able to continue to make a multi-user mode in QuickBooks. Follow the below steps to take care of business faultlessly 

Total Time: 10 minutes

  1. First Step: Install the QuickBooks on Your System

    The first step you have to implement to install the QuickBooks on Your System 

    1. From the web page, download the QuickBooks first
    2. After finishing the installation process, follow on-screen instructions and you get access to run with this software
    3. Then, select the “Multi-User Host Installation”. 

  2. Second Step: Enable Multi-Host User Access

    The next step is to enable Multi-Host User Access with these steps 

    1. Firstly, open your QuickBooks and enter your click on the “File” 
    2. Then, click on “Utilities” and  choose the “Multi-Host User Access” option 
    3. In case, if you see the options Stop Hosting Multi-User Access on your screen, it gives you a message that you are as of now facilitating QuickBooks multi-user mode. 

  3. Third Step: Scan The Company File with QuickBooks Database Server Manager

    After following above steps, now you have to scan the company file with QuickBooks Database Server Manager: 

    1. Find your company file location on your PC
    2. Then, click on the “Start” button and tap on Programs
    3. Hit your next click on “QuickBooks Database Server Manager”
    4. To continue with the running process, you have to choose the“Scan Folder” 
    5. Then, locate the “Add Folder” option and  click on it
    6. Choose that specific location and folder where you want to save the file
    7. The step towards forward with an OK click
    8. In any case, if you want to add a new folder, click on the “Add Folder” option
    9. Then click on the “Scan” button and scanning process will automated begin
    10. After that, mark your tick and click on “Close” and wait until the process is not completed
    11. After finishing the process, go ahead with the next step of setting up QuickBooks multi-user mode.

  4. Forth Step: Create a Company File Ready for All Additional Users

    Now, you have to create a company file Ready for all additional users

    1. Select and add all users. Grant them with company file access 
    2. Use password to save your company data  or crucial financial information from unauthorized users 

  5. Fifth Step: Login Into The Company File with All Other Users

    The final step is to login into the Company File with all other users

    1. You have to consult with different users to view the QuickBooks company file  and to login into your company file
    2. Must be sure about that PC setting which host the company file is turned on 

Recommended Mode

  • Set up the recommended multi user
  • Go to the file menu and click on Utilities
  • Select the host multi user access.
  • Select on the yes on the confirmation window.

How can you reach us?

We have Toll Free Number ?smbaccountants.com for your assistance. Our team are highly professional and experience for your any concern and queries. We are also available on email support and chat support. If you want to use Quickbooks multi user for mac or Quickbooks for Cloud then click the link.

FAQ

  1. What does QuickBooks Multi-user mode define?

    This mode is applicable for two users only, QuickBooks Pro and Premier version. They permit more than one user to associate the work on the same company file simultaneously. But make sure, all users have networked and they have their own QuickBooks license. Enable the QB multi-user mode, open the File menu, and hit the click on the “Multi-user Mode”

  2. Why do my QuickBooks run slow in multi-user mode?

    The QuickBooks multi-user mode setup issue happens due to the large size of the data file managed by the system. Transaction reports go beyond the limit and lead to slow down your system processing.

  3. How does Multi-user mode work in QuickBooks?

    It allows you to install and use the same company file simultaneously over the server network and just needs one license key to unlock the programs. This mode makes things easy to sort out with your business clients which are apart from you.


Further Reading