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QuickBooks POS Network Setup – QB POS Server Workstations Setup

QuickBooks Pos Network Setup

Setting Up QuickBooks Point Of Sale On Network

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 POS Network setup.

Here's where and how to download QuickBooks 2022 Point of Sale, plus some information that might come in handy if you have one.

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 let 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

The System Requirements for QuickBooks POS 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.

Client Workstation QuickBooks Point Of Sale

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 user needs to do some extra settings.

QuickBooks Point Of Sale Network Configuration

How to Setup QuickBooks POS Network?

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

Server Setup QuickBooks POS

Step 1: QuickBooks POS Network Setup:

  • Open the server workstation
  • Now use the Windows File Explorer to search the company file folder
  • The company files default location is C: Users\Public\Public Documents\Intuit\QuickBooks Point of SaleXX\Data.
  • Now locate the company file folder and give right-click on it
  • Choose Properties button
  • Click on the Sharing option
  • Hit on the Advanced Sharing button then give a 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 on the Full Control option
  • Ensure that the permission of services and Everyone user group are applied to Full Control
  • Click 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.

QuickBooks Windows Firewall Configuration

Step 2- Windows Firewall Configuration:
If the Firewall blocks the server and client workstation connectivity then the Point of sale automatically configures the firewall. But sometimes there 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 control then hit OK to display the control panel
  • Now set the view by the option 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 Allow connection tab then click the Next tab
  • Give a name to the firewall rule
  • After this give click on the Finish tab
  • Now create a new outbound rule

Switch the Server Mode To Multi-User Mode QuickBooks

Step 3- Switching To Multi-User Mode

  • 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 Preferences tab
  • Click 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 Save button

You can Download QuickBooks POS Network Diagnostic Tool and install it whenever having problems associated with multiple-user.

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 that 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.

Assistant And helped QuickBooks POS Network Setup

Hopefully, the post is helpful in setup QuickBooks point of sale for multi-user access. In case of any difficulty get connected with a professional team at QuickBooks Point Of Sale Support.

Frequently Asked Questions (FAQ)

How to set up QuickBooks point of sale?

Setting up QuickBooks Point of Sale is a straightforward process. First, you need to purchase the QuickBooks Point of Sale software and hardware. Then, you will need to install the software and hardware on your computer. After that, you need to set up your inventory, customers, and employees. Finally, you will need to connect QuickBooks Point of Sale to your bank account and credit card processor. Once everything is set up, you can begin using QuickBooks Point of Sale to manage your retail business.

Is it necessary to have windows administrator rights to perform the firewall configuration?

Yes, you require Windows Administrator rights for configuring the firewall while setting up QB pos network.

Which processes can be interrupted if security programs block QB’s point of sale?

When the security applications block the point of sale ports in QuickBooks Desktop then the below processes can be interrupted:

1. Electronic Funds Transfer
2. Database Server Manager
3. Intuit Entitlement Service

What If I am using a third-party security program in QB pos?

In this make sure you add the executable files and firewall ports required by the QB point of sale. What system requirements do I need to install QuickBooks POS Network?

1. A processor needs a 2GHz minimum for a single user or a 2.8 GHz processor for multiple users
2. RAM required a minimum of 4GB but recommended 8GB
3. 1 GB(Disk Space)
4. US Windows version
5. Regional settings are compatible when set to English
6. 4X DVD-ROM drive required for DVD (CD) installations for Optical Drive
7. 1280 x 768 screen resolution

How would I configure the preferences for Store Exchange?

1. Firstly set the store number in the company
2. Click the File menu, choose Preferences, and then click the Company button
3. Open the left pane, locate the Multi-store button
4. Choose the Store codes/Classes option
5. Click on the section named several stores, choose the drop-down, and then click on the option named several stores
6. Choose the Save button
7. Click on Preferences of store exchange
8. Choose the File menu and then choose the Preferences tab
9. Click the Company button
10. Hit on the tab named Multi-store on the left pane
11. Choose the Store Exchange button
12. Set the preferences and then hit the Save tab

What steps do I need to install QuickBooks Point of sale?

1. Once completed POS downloads then launch the QuickBooks installation file
2. Click the Yes to All button
3. Hit the Next option on the wizard to launch the installation
4. Now read the license Agreement window if you agree then choose the option named I accept the terms in the license agreement
5. Click the Next button
6. Fill in the license & product number
7. Choose the Next button
8. Select the installation type
9. If you select to install multiple systems then click on the below workstation types
10. Server workstation
11. Client workstation
12. Choose Install to start the installation
13. After completing the QB point of sale installation then activate the QB Point of sale
14. Now you may require to restart

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