Ways to Access Company Files in QuickBooks Multi-User Mode
- ron son
- Jul 9
- 3 min read
There are times when you need to share or access documents with other employees so that they can also have access to them at the same time. Therefore, we have a feature named QuickBooks multi-user mode that allows several users to access the company files simultaneously.
In this blog, we have listed some prerequisites that need to be verified before accessing the files. For this, you will need to set permissions to share QuickBooks company files. Moreover, a few solutions are also given to access company files in QuickBooks multi-user mode effectively. Stay with the blog and read everything from top to bottom so that you don’t create another mess in QB.
To learn from a professional, dial +1.833.802.0002 and directly get connected to an advisor via phone. They are experienced and can assist you better.
Things to Remember Before Accessing Company Files in QB
To resolve issues that are associated with the multi-user mode, it is essential to install the QuickBooks Database Server Manager. After installing the utility, only you can proceed to the resolution.
Keep the QuickBooks credentials handy.
Map the server or host computer as a network drive for personal workstations.
Set up the folder that contains your company file.
Step-by-Step Guide to Access Company Files in QuickBooks Multi-User Mode
You should verify that only the host computer hosts the company file. In case workstations are responsible for hosting them, disable them before proceeding. Let me help you understand each step.
Solution 1: Install the QuickBooks Database Server Manager on the server computer
The very first step you need to take is to install QuickBooks on the server computer.
Go to the File menu.
Choose Switch to Multi-User Mode.
Tap on the Multi-user hosting setup required option.
Click Yes and head over to the Multi-user setup information window.
Tap OK. Go to the Company and click Users.
Now, set up Users and Roles.
Choose New and add the required users.
Solution 2: Enable Network Discovery and disable Password Protected Sharing
Head to the Control Panel.
Choose Network and Sharing Center.
After this, you need to pick the Change Advanced Sharing settings.
Also, you are required to expand the profile type you use.
Tap on the Network Discovery option.
Go to the Password-Protected Sharing.
Choose Turn off password-protected sharing.
Click Save Changes.
Solution 3: Open the company file
Go to the File menu.
Choose Open or Restore Company.
Click on Open a company file.
Tap Next and go to the browse option to locate the company file.
I.e, if your company file is kept in E Drive, look for the file (E:) in the list.
Pick the company file that has a .qbw extension.
Click Open.
What You Should Remember
If you have read this blog, you know how to access company files in QuickBooks multi-user mode. If you still have doubts and want to talk to an expert. Dial +1.833.802.0002 without hesitation and talk to one of our best Pro Advisors.
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