Use QuickBooks Desktop On Two Computers : Multi-User Setup

Looking for how to use QuickBooks Desktop on two computers or QuickBooks Multi-user set up? Not to worry, we are here to aid you with an article, Most people don’t know how to install and use QuickBooks on multiple computers at the same time. You will be glad to know that it is possible. In this article, we will be sharing tips to set up and sync QuickBooks Desktop on two or more computers. Go through the complete article to learn the details to change QuickBooks to multi-user. For More Info. contact us toll-free: +1-888-461-1540

It is possible to synchronize QuickBooks on two or more computers with the help of multi-user mode features. Using this feature more than one person can work on a single company file at the same time.

It saves your time and makes your business more productive. This feature is helpful when you have a large number of employees and every employee requires random access to QuickBooks.

There are three versions of QuickBooks Desktop which allow the different number of users to work on the same file at the same time. You can choose among them as per your need.

One thing to make sure is that to set up a multi-user network in QuickBooks you must have a separate licensed copy of QuickBooks installed in all the systems in which you want to run QuickBooks simultaneously.

Read Also: How to Move QuickBooks to a New Computer?

How to Set up and install a multi-user network or QuickBooks Desktop on two computers

If you want to share your QuickBooks Desktop for window data with your multiple team members. You need to set up a multi-user network so that you can easily access company files from other systems too.

This set up requires some changes in your QuickBooks Desktop, Windows, and server.

Step 1: Setting up QuickBooks Desktop

On a multi-user network, one system hosts your company files. This is your server system. All other systems connected to your network that doesn’t host your company files are known as workstations.

First, download and install QuickBooks Desktop on your server system.Click Custom and Network Install for the install type.Then click on I’II be using QuickBooks Desktop on this computer option, And I’ll be storing…if you have the required full version of QuickBooks Desktop on your server system.  Either you just want your server system to host your files, then click on I Will Not Be Using QuickBooks Desktop On This Computer…After that follow the on-screen instructions to finish the installation.

We suggest you keep your QuickBooks Company files on your server system’s local hard drive. It will be easy for you to share them over the network.

Map network Drive-in window

But if you want to put your files on a mapped network drive, then follow these steps:

While mapping in network drive in Windows, you can get entrance to a folder that is stored in another drive, server, or computer over a network. You can easily access files from the shared storage through Mapping.

Mapping network drive for (Windows 8/10 and Windows 7)

For Windows 8/10:

First, search This PC in a window search bar. After selecting This PC.In the Computer tab option, select Map a network drive.Then select any unused drive and select Browser.Then persist to the network location where your QuickBooks Company file is stored. Map the drive for Window 8Map the drive for Window 10

Note: If you are not able to map a network drive using the UNC, then try using the IP address of the server.

In the last click OK then finish it.After finishing reopen the QuickBooks company file from the new mapped drive.

For Windows 7:

Select Computer, in the Start Menu.Then choose the Tools menu then click on Map network drive. If you don’t find the Tools menu, then press the Alt key to show the menu bar.After that select any unused drive letter then select Browse.Then visit your network location where your QuickBooks company file is saved.

Note: As we already told you if you will face any issue in mapping the network drive using the UNC, then try it using the IP address of the server. 

After that select OK to Finish. Your new drive will seem in the previous window as a Network Drive.Then through a new mapped drive reopen your QuickBooks company file.Well, you have done, as you mapped your network drive and now it is easy for you to access your QuickBooks company file from any other drive or system.Step 2: Set or Change Folder Permission

Follow the steps to set up folder permissions on your server computer. Make sure the folder holding your company files has permission to be on your network.Each and every version of the QuickBooks components require to be updated for QuickBooks to work as multi-user. The multi-user feature of QuickBooks can resolve the time-consuming issue. To help determine and solve these errors, you need to download and run the QuickBooks File Doctor, which probes if your system is properly set up for multi-user mode or not.

Some important point to note before performing any action:

Be ensured for each and everything before proceeding for further stepsMake sure the installation directory have the right permissionAnd if you are running Microsoft Windows Home Edition, then the security tab is not available in normal mode in it, you need to restart your system in Safe Mode to complete the process. For thatFirst, Restart the system, and then press F8 to open Advanced Boot Window.Then select Safe Mode on the Advanced Boot window, and press Enter.The QBDataServiceUserXX depends on your version of QuickBooks Desktop. To investigate and resolve the error, Download and run the QuickBooks File Doctor, Example: QuickBooks Desktop 2018: QBDataServiceUser28, QuickBooks Desktop 2017: QBDataServiceUser27Workstations that have hosting multi-user access enabled can inadvertently go into Alternate Hosting mode and take ownership of a company file. When this happens, other users will not be able to open the file.

Confirm that authorities and permissions are set correctly

Right-click on the company file folder to select PropertiesClick on Advance, on Security tabAnd then select QBDataServiceUserXX and click on the Edit optionMake sure all given below settings are set to AllowedTraverse Folder/ Execute FileList Folder/Read DataRead AttributesRead Extended AttributesCreate files/Write DataCreate Folders/Append DataWrite AttributesWrite extended AttributesRead Permissions

If any reasons your permissions are not set properly then follow these steps:

Right-click the company file folder and click on Properties.And then click on Security and select EditThen select QBDataServiceUserXX and click on Full Control, then Allow.Click the Apply option, then OK.

Change Folder Permission

First open File Explorer (Window+E)Then go to the parent folder, and select the Properties option.

Note: You require to process these steps for every folder on the list but all folders may not apply to each installation as they apply to a particular version of QuickBooks Desktop.

C:\Program Data\Intuit\Entitlement Client\v8C:\Program Data\Intuit\Entitlement Client\v6.0C:\Program Data\Intuit\Entitlement Client\v5C:\Program Data\Intuit\Entitlement Client\v3C:\Program Data\Intuit\Entitlement ClientC:\Program Data\Intuit\QuickBooks Enterprise Solutions X.0 (X = version) or C:\Program Data\Intuit\QuickBooks 20XX (XX = year)C:\Program Data\COMMON FILES\INTUITC:\Program Data\COMMON FILES\INTUIT\QUICKBOOKSC:\Users\Public\Public Documents\Intuit\QuickBooks\FAMXX (XX = year)C:\Users\Public\Public Documents\Intuit\QuickBooks\Company FilesOn the Security tab, click Everyone.

Note: If Everyone option is not listed in Group or User Name box, select Add and type in Everyone, then choose OK.

Select Full Control, then select Apply and OK.Select Everyone on the Security tab

Note: If for any reason Everyone is not listed in Group and User Name box, then need to select Add and type in Everyone, then choose Ok.

Click Full Control, and click on Apply then Ok.

Be sure that QuickBooks has the right access permission that can help stop future issues while working with your company files across the network.

Windows 10, 8 and 7

Windows+E to open File ExplorerThen Right-click that folder contains your Company file.After that click on Properties option,> then Sharing > Share Add.Select the QBDataServiceUserXX that corresponding to your version.To access full control over the file set the permission level.

Windows 8.1

First, take control/ownership of the file

Select the folder for taking ownership of and select Share.Go to Advanced Security > Change > Advanced > Find Now.Select the user and click OK.

Grant Full Control

Select your folder and then Share option.Go to Advanced Security option> Add > Select a principal.Click Advanced option> then Find Now.Select the user and click OKChoose Full Control and OK.

Windows Server 2012

Before proceeding further steps, make sure that File and Storage Services are installed.

Press Ctrl+R to open Run CommandThen type ServerManager and click OK.Click File and Storage Services > and then Shares.On the Task drop-down, choose New Share. A list of File Share Profile shows. You can learn about what is the difference in different profiles by clicking and reading their descriptions.Click SMB Share – Quick. 

Note: SMB Share – Quick is the default profile. This selection can vary.

In share location selection, choose Type a custom path > Browse to locate the folder you wish to share.Choose the folder > then Next. 

To know more go through Setting up a folder and windows access permission.

Step 3: Install Database Server Manager (Verify an existing setup)

Use QuickBooks Desktop Manager to verify an existing setup. To scan the company file in the system where the file is located.

Make sure the database server manager is installed in your system. This helps you to share your company files with other systems over the network. 

Step 4: Set admin rights

When you are going to sign in with the user account make sure that the account has Windows admin rights and the Database Server Manager has admin rights.

Step 5: Use of Database Server Manager

After installing use Database Server Manager to scan the folder that holds your company files.

After finishing you will see this file in the “QuickBooks company files found”. Now, you can access the company files in these folders through other systems via a network.

Step 6: Turn on hosting

Great! Everything is set up outside the QuickBooks, now you only need to turn on Multi-user Access on your server. Make sure that your server system should be only in which this feature is turned on.

Then go to QuickBooks Desktop, gan then into File menu and flutter over Utilities.Click Host Multi-User Access. Then click Yes to confirm.

Now you can easily host your company files through your network. 

Read this article to know more about hosting features in QuickBooks and troubleshoot hosting errors.

Whenever you want to access the multi-user network, all you need to do sign up as a user with admin rights in the server system and workstations.

How Do I Install QuickBooks on a Second Computer

Follow these to install and use QuickBooks Desktop on your second computer.

Open your second computer and install QuickBooks Desktop software.Once you installed QuickBooks, go back to your older/first computer and create a backup copy of your company file.If they are connected, copy the backup file to your new one via flash drive or other external device or network.After that, restore all the backup data on your new PC.

Hopefully, after reading this article, you will be able to use Quickbooks Desktop on multiple computers. That’s all in this article. If you need to hire QuickBooks ProAdvisor, you can do so by dialing our toll-free number +1-888-461-1540.

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