How To Set Up QuickBooks On A Network

You have multi-user mode but don’t know how to share it with other users. Then, you here are at the right place. Below, you get to learn how to setup QuickBooks on network. By following this method, you can share your QuickBooks Desktop account with other members of the team. In this, one system that connects all the systems with your account is the host computer that manages all the things. The host system is your Server system to connect with. Also Setting Up QuickBooks Server And Client is a very easy process but you have to learn it carefully.

AccountsPro also offering upto 30 days free trial of QuickBooks Cloud Hosting for you and for your small business which gives you same experince as like you are using QB on network .

Setup QuickBooks On Network Installation, Multi-User & Permission

Way to set up the QuickBooks Desktop on a network

  1. First of all, set up the QuickBooks Desktop in your system
    1. For this, download the software and then install it properly on your host computer
    2. Now, you have to select the install type as the Custom and Network install
    3. Click on the option I will be using the QuickBooks Desktop…; but if you just want your server system to be the host then click on the I will not be using QuickBooks Desktop…..
    4. You have to follow the instructions displayed on your screen
    5. While following the instructions save the company files on the local drive of your system to share it easily with others
    6. You can also store the files on the server to save them.
  2. Now set the permissions of the folder
    1. Go to the folder that has the company files and right-click on it
    2. From the further options click on the Properties
    3. In the Security tab, go and click on the button Advanced
    4. Now select the QBDataServiceUserXX file and then click on the Edit option
    5. Allow the following settings if they are not set to allow:-
      • Traverse Folder/Execute File
      • List Folder/Read Data
      • Read Attributes
      • Read Extended Attributes
      • Create Files/Write Data
      • Create Folders/Append Data
      • Write Attributes
      • Write Extended Attributes
      • Read Permissions

If your permissions aren’t set correctly:

  • Right-click the folder that contains the company file and select Properties.
  • Select Security, then Edit.
  • Choose QBDataServiceUserXX and select Full Control, then Allow.
  • Select Apply, then OK.

3. Install Database Server Manager

In the first step, when you install the QuickBooks Desktop the Database Server Manager is also installed in your system. It helps your server system to share the company files with other systems via a network. So do check and verify that it is installed. Also, you can Download QuickBooks Server Utility Manager for further setup.

  1. After that, set up the Administrator rights
    1. Firstly, close all the programs in your system
    2. Open the Control Panel and then select the User Accounts to open it
    3. Locate the QBDataServuceUserXX
    4. Now click on the option Change the account type
    5. Select the Administrator
    6. After that, click on the Change Account type
    7. Click on the Apply button and save all these changes
  2. Use the Database Server Manager
    1. When you check that it is installed already, then start using it
    2. Follow the steps to use it. The steps are:-
      1. Scan the folders having all the files that you are sharing with other systems. After completion of the scan, it shows folders in the QuickBooks company files found section
      2. After scanning the drives that hold folders are shown in the tab Monitored Drives. In this tab select the drive to monitor all the folders
    3. Manage the Database Server Manager includes all other folders that help in running all the things properly
  1. Turn on the Hosting
    1. As you see that all the things are done then you just need to turn on the Multi-User Access on this server system
    2. Make sure that this feature is only used by the server system that is also the host of other systems
    3. In QuickBooks, click on the File menu
    4. Then, select the Utilities option
    5. Now click on the Host Multi-User Access option
    6. For confirmation, click on the Yes button.
  2. Install QuickBooks on a workstation

Now that your files are hosted on the server over the network, let’s install them on your workstation.

  • Download and install QuickBooks Desktop on your workstations.
  • Select Custom and Network Install for the install type.
  • Select I will be using QuickBooks Desktop on this computer.
  • Follow the on-screen instructions to finish the install.

If you are using the Enterprise edition of QB, you need to follow the Setup QuickBooks Enterprise Network instructions.

Support For QuickBooks Desktop Network Setting Up Issues, Problem

AccountsPro team is available for QuickBooks 24/7 Technical Support.
Now as you see the above solution is lengthy but it’s affected by how to set QuickBooks on a network. For any queries or issues, you can connect with the AccountsPro team via telephone number 📞+1-800-983-3087, send an email to the AccountsPro Support team, or do a live chat with professionals.

Frequently Asked Questions

What is the purpose of setting up QuickBooks on a network?

Setting up QuickBooks on a network allows multiple users to access the same QuickBooks Desktop account simultaneously. This enables efficient collaboration and sharing of financial data within a team or organization.

What are the prerequisites for setting up QuickBooks on a network?

Before setting up QuickBooks on a network, ensure that you have the QuickBooks Desktop software installed on the host computer, adequate permissions to access company files, and the Database Server Manager installed for file sharing across the network.

How do I install QuickBooks on a network workstation?

To install QuickBooks on a network workstation, download and install the QuickBooks Desktop software, select “Custom and Network Install” during installation, choose the option “I will be using QuickBooks Desktop on this computer,” and follow the on-screen instructions to complete the installation process.

What steps are involved in turning on Multi-User Access in QuickBooks?

To turn on Multi-User Access in QuickBooks, navigate to the “File” menu, select “Utilities,” then choose “Host Multi-User Access.” Confirm the action by clicking “Yes.” This feature should only be enabled on the server system acting as the host for other systems on the network.

How can I get support for QuickBooks Desktop network setup issues?

For assistance with QuickBooks Desktop network setup issues, you can contact the AccountsPro team for 24/7 technical support. Reach out via telephone at 📞+1-800-983-3087, send an email to the AccountsPro Support team, or engage in a live chat with their professionals for prompt assistance and guidance.

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