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How to Change User Mode of QuickBooks Company File?

Let’s have a quick introduction for QuickBooks. QuickBooks is accounting software which is geared mainly toward small and medium-sized organizations […]

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Let’s have a quick introduction for QuickBooks. QuickBooks is accounting software which is geared mainly toward small and medium-sized organizations and offer on premises accounting applications also as cloud-based versions which accept business payments, manage and pay bills and payroll functions. QuickBooks accounting software also gives us the facility to change the user mode of QuickBooks company file if required. We will get to know more about it in detail in the below article. So keep reading till the end and in case of any issue or query you can always contact our customer care executive. All the contact details we will provide n the end of this module.

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QuickBooks accounting software can be operated into two different modes one is single-user mode and another is multi-user mode. If you have changed the mode to the Multi-user mode, all users should now be able to log into the company file at the same time. If the user turned to the Single-user mode, any other users trying to access QuickBooks will get a -6073 error message. But, if you attempt to turn on to Single-user mode when multiple users are using the QuickBooks company file already, there might be the chances to get an error message saying that the mode cannot be changes until all other users are logged out.

How to Define the Single-user Mode?

Single user mode is the same as the name is exactly like it implies – when the QuickBooks company file is in single-user mode, only single or one person can access the company at a time. If other user tries to access the company file at the same time they will get an error -6073. Single-user mode is sometimes required for application integrations and some other particular procedures.

How to Define the Multi-user Mode?

Multi-user mode provides multiple users to access the QuickBooks, and they can work on a company file at the same time. The amount of users who can access a QuickBooks file at the same time is typically controlled by the seat count for that QuickBooks license. This can be understood with the help of an example like QuickBooks Pro accounting software normally has a maximum of 3 seats per users who can access it in at the same time. Unless you are performing a particular function, you will probably spend most of the time in multi-user mode.

How to Set up a QuickBooks Company File to Always Open in Multi-User Mode?

Here are few steps given below which user needs to follow to set up the QuickBooks company file so that it always opens in multi-user mode:

  • In the first step, you need to click on the File menu in the upper left-hand corner of the QuickBooks application and if the company is currently in open state then choose the Close Company/Logoff option.
  • After that if required, hit on the file again, and then hit on the Open or Restore Company.
  • Now, hit on the Open a company file, and after that click Next.
  • In this step you will be able to see the company file browser where the file is stored.
  • Now, you are required to verify the Open file in multi-user mode option near the bottom of the window within the Open a Company window and hit the open option.
  • Now, you will be able to open the company file always in Multi-user mode.

How to Set up a QuickBooks into Single-User mode in QuickBooks?

The Single-User Mode is one of modes under which QuickBooks permits the user to log in. There are many functions which QuickBooks will not perform until is operating by the user in single-user Mode because this helps to protect the data manipulation by the other user while important processes are being performed.

Here are few steps given which user is required to adhere to change the mode into Single-User Mode:

  • In the first step, you need to ensure that all users logged out of QuickBooks accounting software except you.
  • Now, if you are not yet logged in then you are required to Log in into QuickBooks accounting software.
  • After that, navigate to the file and change the mode to Single-User.

QuickBooks will turn off all open windows within the program and then a message will be displayed for you to know that QuickBooks is now in Single-User Mode.

You can also switch it back into the multi-user mode for that you are required to navigate to the file option and turn it into the Multi-User.

What tasks You can Perform in Single User Mode in QuickBooks?

Here is the table given below in which the tasks are mentioned which you can perform in single user mode in QuickBooks accounting software:

Tasks/FeaturesSingle-user mode
Company File Operations
Create Local Backup
Set up/Activate Online Backup
Create Portable Company File
Convert Company File
Repair File and Networks Problems
Stop Hosting Multi-user Access
Disable QuickBooks Manager
Verify Data
Rebuild Data
Condense Data (Us Only)
Update Web Services
Copy company file for QuickBooks Online
Managing Lists
Chart of Accounts
Items List
Other Names List
Customer & Vendor Type list
Price Levels/Price Rules
Templates
To Do
Add/Edit Multiple List Entries
Importing/Exporting Data
Import Excel Files
Advanced Import
Import IIF
Import WebConnect Files
Import Timer Activities
Import General Journal Entries
Export Lists to IIF Files
Export Addresses to Text File
Export Timer Lists
Business Process/Workflow
Custom Reporting
Set Closing Date
Set up Budget
Set up Forecast
Cash Flow Projector
Use Business Plan Tool
Manage Fixed Assets (US Only)
Enter Vehicle Mileage
Prepare Letters with Envelopes
Enter customer transactions
Enter Statement Charges
Create Statements
Assess Finance Charges
Enter Time
Income Tracker
Lead Center
Change Item Price
Vendor Center
Enter Vendor transactions
1099 Wizard (US only)
1099 Report (US only)
Create Checks/Checks
Order Checks/Checks
Reconciliation
Set up Bank Feeds
Change Bank Feeds mode (US only)
Report Center
Memorized reports
Scheduled reports
Commented reports
Advanced Reporting (US only)
Process multiple reports
QuickBooks Statement Writer
Combined Reports
Accountant-related tasks
Create Accountant’s Copy
Save Accountant’s Copy
Send Accountant’s Copy to accountants
Send Company file, create portable file
Accounting Tools
Batch Delete/Void Transactions
Batch Enter Transactions
Employee and payroll activities
Employee Center
Payroll Setup (Manual Payroll)
Pay with Direct Deposit (US only)
Preferences
Accounting
Bills
Calendar
Checking/Checking
Desktop View
Finance Charge
General
Integrated Applications
Items & Inventory
Jobs & Estimates
Multiple Currencies
Payments
Payroll & Expenses
Reminders
Reports & Graphs
Sales & Customers
Sales Tax
Search
Send Forms
Service Connection
Spelling
Tax: 1099 (US only)
Time & Expenses
Print/Email Tasks
Printer Setup
Print forms
Send forms
Shipping Label (US only)
Others
Synchronize contacts
Set up QuickBooks ODBC
Use Register
Use Calculator
Find
Search
Customize Favorites
Bulk enter company business details
Reminders
Alerts Manager
QuickBooks Messenger

What Tasks You can Perform in multi-user Mode in QuickBooks?

Here is the table given below in which the tasks are mentioned which you can perform in multi-user mode in QuickBooks accounting software:

Tasks/FeaturesMulti-user Mode
Company File operations
Create Local Backup
Set up/Activate Online Backup
Create Portable Company FileX
Convert Company File
Repair File and Network Problems
Stop Hosting Multi-user Access
Disable QuickBooks Manager
Verify Data☑* * You can run Verify Data utility in Multi-user mode, but others will be prevented from doing work.
Managing Lists
Rebuild DataX
Condense Data (US only)X
Update Web Services
Copy company file for QuickBooks OnlineX
Managing Lists
Chart of Accounts☑/X* * While you can add, edit and remove list data, merging is NOT possible in multi-user mode.
Importing/Exporting data
Items List☑/X* * While you can add, edit and remove list data, merging is NOT possible in multi-user mode.
Importing/Exporting data
Other Names List
Customer & Vendor type list
Price Levels/Price Rules
Templates
To Do
Add/Edit Multiple List Entries
Importing/Exporting Data
Import Excel Files
Advanced ImportX
Import IIF☑**You can import IIF files in QuickBooks Pro/Premier/Enterprise 2019 and newer.
Business Process/workflow
Import WebConnect Files
Import Timer ActivitiesX
Import General Journal Entries
Export Lists to IIF FilesX
Export Addresses to Text File
Export Times ListsX
Business Process/WorkFlow
Custom Reporting
Set Closing DateX
Set Up Budget
Set Up Forecast
Cash Flow Projector
Use Business Plan Tool
Manage Fixed Assets (US only)X
Enter Vehicle Mileage
Prepare Letters with Envelopes
Enter Customer Transactions
Enter Statement Charges
Create Statements
Assess Finance ChargesX* * First time setup of finance charges is not possible in Multi-user mode.
Enter Time
Income Tracker
Lead Center
Change Item price
Vendor Center
Enter vendor transactions
1099 Wizard (Us only)X
1099 Report (Us only)
Create Checks/Checks
Order Checks/Checks
Reconciliation
Set Up Bank Feeds
Change Bank Feeds Mode (Us only)X
Reports center
Memorized reports
Scheduled reportsX
Commented reports
Advanced reporting (US only)
Process multiple reports
QuickBooks Statement Writers
Combined Reports
Accountant-related tasks
Create Accountant’s CopyX
Create Accountant’s CopyX
Send Accountant’s Copy to accountantsX
Send Company file, create portable fileX
Accounting Tools
Batch Delete/Void TransactionsX
Batch Enter Transactions
Employee and Payroll Activities
Employee Center
Payroll Setup (Manual Payroll)X
Pay with Direct Deposit (US only)
Preferences
Accounting☑/X*
Bills☑/X*
Calendar☑/X*
Checking/Checking☑/X*
Desktop View☑/X*
Finance Charge☑/X*
General☑/X*
Integrated Applications☑/X*
Items & Inventory☑/X*
Jobs & Estimates☑/X*
Multiple Currencies☑/X*
Payments☑/X*
Payroll & Expenses☑/X*
Reminders☑/X*
Reports & Graphs☑/X*
Sales & Customers☑/X*
Sales Tax☑/X*
Search☑/X*
Send Forms☑/X*
Service Connection☑/X*
Spelling☑/X*
Tax: 1099 (US only)☑/X*
Time & Expenses☑/X*
You are able to make the changes on My Preferences tab but NOT on the Company Preferences while using the multi-user mode.
Print/Email Tasks
Printer Setup
Print forms
Send forms
Shipping Label (US only)
Others
Synchronize contacts
Set up QuickBooks ODBC
Use Register
Use Calculator
Find
Search
Customize Favorites
Bulk enter company business details
Reminders
Alerts Manager
QuickBooks Messenger

Here in this article we have covered the required information for how to change the user mode of QuickBooks company file. However, if you still have any query or issue you can always reach out to the Dancing Numbers team via LIVE CHAT options.

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+1-347-428-6831 or chat with experts.


What are the Features related to the User Modes Available in QuickBooks Accounting Software?

Single-user mode limits access to the company file to one person at a time. However, with more than one user license, you can turn to multi-user mode which allows you to log in at a company file in various systems at the same time.

How to Switch the User Modes in QuickBooks Accounting Software?

Below are few steps given which needs to be followed to switch the user modes in QuickBooks accounting software

In the first step, you need to hit on the file menu in the upper left-hand corner of QuickBooks accounting software and after that you are allowed to click on the option to Switch to Multi-user mode. However, If you are trying to turn to Single-user mode, the option in the File menu will display Switch to Single-user mode instead.
Also, in other words to switch between modes, you need to navigate to the QuickBooks File menu and after that choose the Switch to Single-user Mode/Switch to Multi-user Mode option.

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Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

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*See our Pricing for up to 3 Company Files

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*See our Pricing for up to 10 Company Files.

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*See our Pricing for up to 20 Company Files.

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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