QuickBooks POS Network Setup on Single User or Multi-User Mode

QuickBooks Point of Sale can operate in either single-user or multi-user mode. When multiple workstations need to access the application simultaneously, a QuickBooks network is set up. The server workstation holds the data file and can connect up to 19 workstations. Each system must purchase a separate user license to access the network simultaneously. AccountsPro previously provided comprehensive instructions for QuickBooks Network Setup. You can now refer to their guide for QuickBooks Point of Sale Network setup.

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Why Do QuickBooks POS Networking Setup?

In a multi-user mode setup, there is a Client And A Server Workstation. The server acts as the fastest system on the network with the installed point of sale. It contains the company file which allows multi-user access for a maximum of 19 workstations. Here is the role that the server performs:

• It creates and holds the POS company file
• It lets you take a backup, restore, and then rename the company file
• You can exchange data with QuickBooks Desktop with multiple clients
• Use the data import tool to import data
• You can set preferences for the customer and item ranking
• It allows the exchange of data with other stores

System Requirements for QuickBooks Point of Sale Network Setup

Hardware Requirements:

Server: The server serves as the central hub for the QuickBooks POS network. It must meet the following specifications:

• Operating System: Windows Server 2016/2019 or later.
• Processor: Multi-core processor with 2.4 GHz or higher.
• RAM: Minimum 8 GB (16 GB or more recommended).
• Hard Disk Space: At least 2.5 GB of free space.
• Network Interface Card (NIC): 100 Mbps or higher.

Workstations: Workstations are the client computers that connect to the server. Each workstation should meet these requirements:

• Operating System: Windows 10 or later.
• Processor: Dual-core processor with 2.1 GHz or higher.
• RAM: Minimum 4 GB (8 GB or more recommended).
• Hard Disk Space: At least 2.5 GB of free space.
• Network Interface Card (NIC): 100 Mbps or higher.

QuickBooks Point Of Sale Server Workstations Setup for Client

The client system is a system connected to the network with the installed point of sale instead of a server. It is generally the cash register with a summary of the daily transactions. Moreover, QuickBooks Workstation Setup is as simple as installing QBPOS on a single machine, but after that, the user needs to do some extra settings.

QuickBooks Point of Sale Network Configuration

How to Set Up QuickBooks POS Network Configuration?

• Make sure the workstations meet the minimum system requirements for the Point of sale:
• Both the client and server workstations should install the QB point of sale
• It is recommended to read the overview of the store exchange before setting up a Multi-store

Step 1: QuickBooks Point of Sale Network Server Setup:

• Open the server workstation
• Now use the Windows File Explorer to search the company file folder
• The company’s default location is C: Users\Public\Public Documents\Intuit\QuickBooks Point of SaleXX\Data.
• Now locate the company file folder and right-click on it
• Choose the Properties button
• Click on the Sharing option
• Hit on the Advanced Sharing button, then click on the tab named Share this folder
• Click the Permissions tab and then hit Add
• Fill “QBPOSdbsrvuser” button
• Click OK
• Choose the QBPOSdbsrvuser tab, then hit the Full Control option
• Ensure that the permission of services and the Everyone user group are applied to Full Control
• Click the Apply button
• Hit OK

You have the various tool like QuickBooks Server Utility Manager and QuickBooks Database Server Manager which helps you fix the bug which occurred during server setup.

Step 2: QuickBooks Windows Firewall Configuration

If the Firewall blocks the server and client workstation connectivity, then the Point of sale automatically configures the firewall. But sometimes, it might require manual configuration. Configure Windows firewall with the below steps:

• Use the keyboard to press the Windows+R button to launch the Run Window
• Enter in the control, then hit OK to display the control panel
• Now set the view to small icons
• Choose Windows Firewall
• Click the Advanced Settings button, then select Inbound
• Hit the New Rule button
• Choose the Port tab, then hit the Next option
• Write the port numbers
• Now hit the Next button
• Click the Allow connection tab, then click the Next tab
• Give a name to the firewall rule
• After this, click on the Finish tab
• Now create a new outbound rule

Step 3: Switch the Server Mode to Multi-User Mode in QuickBooks

• Open the File menu
• Choose Switch Company File to Multi-user mode
• Next, start the workstation number configuration with the below steps:
• Open the File menu
• Choose the Preferences tab
• Click the Workstation button
• Click the General tab, then write the number of the workstation in the field named Please enter a number for this workstation
• Hit the Save button

You can download the QuickBooks POS Network Diagnostic Tool and install it whenever you have problems associated with multiple users.

How to Set up Multi-User Mode in QuickBooks Point of Sale

In a Multi-User Mode setup, there is a server and a client workstation.

If you have Point of Sale installed on your network, the server is the fastest workstation (computer) on your network. It holds the company file and provides multi-user access to up to 19 clients. Only the server can do the following:

1. Make and hold your Point of the Sale company file.
2. The company file should be backed up, restored, and renamed.
3. Interact with QuickBooks Desktop.
4. Import the data via the Data Import tool.
5. Set item and customer ranking preferences.
6. Exchange information with other stores (multi-store).
7. Any computer on your network that has a point of sale installed and is not a server, such as a cash register, is a client workstation.

Step 1: Set up folder permissions

1. Find your Company Files folder on your server workstation using Windows File Explorer.
2. Note: The default place for your company file is C:\Users\Public\Public Documents\Intuit\QuickBooks Point of SaleXX\Data.
3. Right-click your company file folder and choose Properties.
4. Go to the Sharing tab.
5. Then select Share this folder under Advanced Sharing.
6. Choose Permissions, then Add.
7. After entering “QBPOSdbsrvuser,” choose OK.
8. Choose QBPOSdbsrvuser, then Full Control.
9. Note: Confirm that the permissions of the Everyone and Services user groups should be set to Full Control.
10. Choose Apply, then OK.

Step 2: Swap the server to Multi-User Mode

1. From the File menu, choose Switch Company File to Multi-User Mode.

Step 3: Configure the Workstation number (Optional)

1. From the File menu, choose Preferences, then Workstation.
2. Choose General, then enter the workstation number in the Please enter the number for this workstation area.
3. Choose Save.

Conclusion!

Hopefully, the post helps QuickBooks POS Network Setup on Server and Workstations for multiuser access. In case of any difficulty, get connected with a professional team at QuickBooks Point of Sale Support.

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