Hosting company files in QuickBooks allows other workstations to simultaneously access them. To do so, you are required to pick a company file that you need to share with others, and don’t forget to see whether it is hosted on the server computer. To share the files to a constant number of workstations, you must have a valid QuickBooks license. To share the files, there should be a host computer that will manage and share the files with the workstations. Thus, you will need to install QuickBooks Database Server Manager, which is responsible for monitoring it. Stay connected to the blog if you are keen to know how to set up multi-user mode in QuickBooks.

Multiple sources tell you how to set up multi-user access, but this is a comprehensive blog that covers all the details required. If this also doesn’t help you or you don’t want to do it alone, dial 1.855.738.2784 and get expert help instantly.

Requirements Before Setting Multi-User Mode in QuickBooks

In the above segment, you just learned what multi-user mode in QuickBooks is and how we will be setting it up. So, to get your QuickBooks along with the multi-user access, here are the essentials you need to know before you set it up.

1. To access the company files without disruptions, you must have a licensed version of QuickBooks installed on your system.
2. If you are going to switch to the multi-user environment, you will have to install users before you do so.
3. To set it up, your system network should be properly configured.
4. You might be required to enable multi-user access on the host computer.
5. To easily share the company files, you are advised to store them on a local drive(C: Drive).
6. There should be no compatibility issues between the Operating System and the software. 

An Optimal Mechanism to Set Up Multi-User Mode in QuickBooks

If you have understood what the requirements are before setting up multi-user mode. Let’s move towards the setting process. 

Step 1: Installing QuickBooks

1. Go and get the most up-to-date version of QuickBooks on your system.
2. Later, you are required to navigate the guidelines displayed on the screen to continue the installation procedure.
3. Choose the multi-user host installation process.

Step 2: Turning on Multi-User Host Access

1. Open the QuickBooks software.
2. Go to the File menu.
3. Touch the Utilities option.
4. You have to choose Multi-Host User Access.
5. If the multi-user mode is already turned on, the Stop Hosting Multi-User Access option might be displayed. 

Step 3. To scan the company files, use the Database Server Manager in QuickBooks

1. Go and look for the company files.
2. Launch the Start button.
3. Choose programs.
4. Choose the QB Database Server Manager option.
5. Click on the Scan folder.
6. It’s time to choose a location where you are going to save your file.
7. Click OK.
8. Tap on Add folder. In case you want to add new folders.
9. Tap on the Scan option.
10. Tick the option present after the above step.
11. Choose close.

Step 4. Arranging the Company File for Multi-user Mode

The users you want to give access, select those users and grant them access to the company file. Make sure that the unauthorized users are prohibited.

Step 5. Consolidating with other workstations

To simultaneously access the company files, you must consolidate with other users who are connected to the same server. Here, you must check whether the system that hosts the company file is enabled.

Follow the steps below to easily set up multi-user mode:

1. Go to the File menu.
2. Tap Utilities.
3. Click Host multi-user access.
4. Tap Yes to end it.

Conclusion

To wrap this up, it is important to enable multi-user mode to access the company files simultaneously. In this blog, we briefly discussed the steps to set up multi-user mode in QuickBooks. Follow the steps carefully to get on track.

You can also read: How to Fix QuickBooks Payroll Update Error PS038?

FAQs

How can I configure multi-user mode in QuickBooks?

1. Open the QuickBooks file menu. 
2. Choose Change to Multi-User Mode. 
3. Tap Yes in the Multi-User Setup Hosting window. 
4. Go to the Multi-User Setup Data window.
5. Click OK.

How much does QuickBooks multi-user cost?

Simple Start- This plan costs around $35/month, and only 1 user can have access.

Essentials- This plan costs around $65/month, and 3 users can have access.

Plus- This plan costs around $99/month, and 5 users can have access.

Advanced- This plan costs around $235/month, and 25 users can have access.