How to Use QuickBooks Multi User Mode?

QuickBooks Multi User mode is a feature available in QuickBooks Premier and Enterprise versions that allows multiple users to access and work on the same QuickBooks company file at the same time. This feature requires a separate license for each user and will enable them to work on different tasks, such as invoicing, bill payments, and reports, at the same time without interfering with each other's work. It also allows for better collaboration and real-time data access. However, all users connect to the same network and access the company file from the server computer where the files stored. 

How Does Multi User Mode QuickBooks Desktop Works?

QuickBooks multi user mode allows multiple users to access the same QuickBooks file at the same time. This feature allows two or more users to work on the same QuickBooks file concurrently from different computers. This is especially helpful for businesses with multiple users who need to access the same financial data.  To use the multi-user mode, you have to complete the system requirements, which are: 

System Requirement for QuickBooks Multi User Mode

The system requirements for QuickBooks multi-user mode include the following: 

1. A network setup with at least one computer acting as the host for the company file.
2. Each computer running QuickBooks connects to the network and has access to the shared folder where the company file stores.
3. Each computer must have its licensed copy of QuickBooks.
4. QuickBooks must be the same version and released on all computers.
5. Windows firewalls or other software firewall configures to allow QuickBooks access to the network.
6. Each computer must meet the minimum system requirements for the QuickBooks version.
7. A reliable internet connection for multi-user mode; otherwise, you may face some performance issues.

 After completing the system requirements, let's initiate the QuickBooks switch to multi user mode procedure. 

How to Use QuickBooks Multi User Mode?

Follow the given steps use the multi-user mode in QuickBooks:  

1. Firstly, ensure your computer meets the system requirements for QuickBooks multi-user mode.
2. Secondly, set up a company file in QuickBooks.
3. After that, create a folder on your network where the company file will stores.
4. Now, share the folder with all users who need access to the company file.
5. Open QuickBooks on each user's computer and go to File > Utilities > Host Multi-User Access.
6. In the next step, select "Yes, I want to host this company file on the user's computer that will host the file" and click OK.
7. On other users' computers, open QuickBooks, and go to File > Open or Restore Company.
8. Now, browse the shared folder and open the company file.
9. When prompted, enter the username and password of the user who is hosting the file.
10. Repeat steps 7-9 for each user who needs access to the company file.

 Note: Make sure your multi user mode quickbooks desktop,  the multi-user mode. Also, you need to have a reliable network to use multi-user mode. 

Conclusion

In conclusion, QuickBooks multi user mode is the advanced feature you will get to share your company files over a network. With this blog, we present you with the steps by which you can use the multi-user mode. However, if you need clarification regarding using the multi-user mode, you can contact our ProAdvisors for help. Thank You!