Are you searching for ways to access your company file in a multi-user mode? If yes, then using the multi-user feature in QuickBooks is the solution. Through this article, we will brief you with easy steps to host QuickBooks company data in the multi-user mode. So, stay glued and follow the instructions contained in this article carefully.
Important Points to Note before hosting your company data
Before taking a direct leap onto the various steps to host your company data in multi-user mode in QuickBooks, it is important that you go through the various important pointers given below:
You must set up your company network environment appropriately in order to start implementing simultaneous user access. Your main QuickBooks company file and database should be "hosted" on a computer or server at your place of company. The rest of your office's computers will thereafter be referred to as "client" computers. The QuickBooks application software must be installed on both the host computer and each client computer.
Additionally, the host computer will have a QuickBooks Database Server Manager installed, which manages network access to the primary corporate file. When client users access the hosted QuickBooks company file, this program should always be running on the server.
Steps to Host QuickBooks Desktop Company File for Multi-User Access
To allow multiple clients to log in to the main QuickBooks file on the host computer (server), multi-user access must also be configured. It's easy to switch to multi-user mode:
The switch is accomplished via the File dropdown menu.
You must consult the different membership tiers to find out how many users are permitted for multi-user access when using the QuickBooks Online software. The typical QuickBooks Online subscription options are as follows:
o For QuickBooks Online Essentials, 3 users and 2 accountants can be accommodated
o For QuickBooks Online Plus: 5 users and 2 accountants can be accommodated
You are now required to hit on the gear icon in the top right corner of QuickBooks Online.
Following that, you are supposed to choose Your Company.
Afterward, opt for the Manage Users option.
Finally, choose New in order to add a new user in the multi-user mode.
Hopefully, the concise, yet invaluable steps in this article assisted you in hosting your company data in multi-user mode in QuickBooks. If you have any queries related to this process, you should reach out to our QuickBooks desktop technical support team via our helpline i.e., 1-800-761-1787 for assistance. We are available 24*7 to pick your calls.
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