Set up and Install a Multi-User Network for QuickBooks Desktop

by James Antonio

In QuickBooks software if you want to share the data with multiple users. Then you have to setup and install a multi-user network for QuickBooks Desktop. This helps you to setup the multi-user network so that you can share the company files from one computer to another.

Set up and Install a Multi-User Network for QuickBooks

Here you get to know about what are the steps that you have to do according to you. Follow each step properly to get it done.

Solution Steps to Set up and Install a Multi-user Network for QuickBooks Desktop

For the setup, you have to do adjust the settings of QuickBooks Desktop, Server, and the Windows operating system. So the steps to do these settings are mentioned below:-

Step 1: Set up QuickBooks Desktop

Set up QuickBooks Desktop
  1. Download the QuickBooks Desktop on the Windows.
    • Go to a good source of the download Link.
    • Then download the QuickBooks Desktop.
    • Save the file to the default that is Downloads folder.
  2. Install the QuickBooks Desktop on the server computer.
    • Go to the downloaded installation file of QuickBooks Desktop.
    • The location of the file is the Downloads folder.
    • Double-click on the .exe file to open it.
  3. Then it shows you the type of installation.
  4. Click on the Custom and Network Install for the install type.
  5. Then click on the I will be using QuickBooks Desktop on this computer, and I’ll be storing…. if you want the full version of QuickBooks Desktop on your server computer.
  6. If you want the server computer to host the files then click on the option I will not be using QuickBooks Desktop on this computer….
  7. Then follow the instructions that you get on the screen to get it done.

Step 2: Set Folder Permissions

Set Folder Permissions
  1. Firstly, Verify all the Correctly Set Permissions:
    • Open the File Explorer on your system.
    • Go to the folder having your Company files of QuickBooks.
    • Right-click on the folder and then choose the Properties option.
    • In the Properties window, click on the Security tab.
    • Then click on the Advanced option.
    • After that, click on the QBDataServiceUserXX.
    • Then select the Edit option to edit it.
    • Now, you have to set the settings to allow it that is:-
      • Write Attributes
      • Read Attributes
      • Create Files or Write data
      • Traverse Folder or Execute File
      • Read Permissions
      • Read Extended Attributes
      • List Folder or Read Data
      • Write Extended Attributes
      • Create Folders or Append Data.
  2. When Permissions are not set correctly:
    • Open the File Explorer.
    • Go to the folder having the company files.
    • You have to right-click on the folder having company files.
    • From the shown options, select the option Properties.
    • Then in the window of Properties.
    • Click on the Security tab.
    • Choose option Edit to set permissions correctly.
    • Select the QBDataserviceUserXX.
    • Then click on the Full Control.
    • Select Allow option to provide full access.
    • Then click the button Apply and then click the OK button.

Step 3: Install Database Server Manager

Install Database Server Manager

The Database Server Manager helps you to share the company file from your computer to another computer. So this is also installed with your QuickBooks Programs that you download and installs on your system. Do check that it is installed properly by configuring it. The steps for checking its working are:-

  1. In Windows system.
  2. Then go to the Start menu search bar field.
  3. Then type the Service.
  4. Click on the Services to open it from Results.
  5. In the Services, click on the QuickBooksDBXX and open it.
  6. Click on the tab named General.
  7. In this tab, locate the service status section.
  8. If it is running then click on Stop.
  9. Now from the drop-down menu of startup type, choose Automatic option.
  10. Click on the tab Logon and then click on the option Local System Account.
  11. In the Recovery tab, click on the Restart the Service from the drop-down menus of
    • First Failure
    • Second Failure
    • Subsequent Failures
  12. Click on the General tab.
  13. In this, hit on Start to restart your QuickBooks Database Server Manager.

Step 4: Set Admin Rights

Set Admin Rights
  1. Firstly, close the QuickBooks Desktop software.
  2. Then open the Control Panel.
  3. In Control Panel window, click on the User Accounts.
  4. Locate for the QBDataServiceUserXX according to your QuickBooks Desktop version. Like
    • For QuickBooks Desktop 2021 – QBDaraServiceUser31
    • For QuickBooks Desktop 2020 – QBDaraServiceUser30
    • For QuickBooks Desktop 2019 – QBDaraServiceUser29
    • For QuickBooks Desktop 2018 – QBDaraServiceUser28
  5. Click on the change account type.
  6. In this, click on the Administrator option.
  7. Click on the Change Account Type then click on the Administrative option.
  8. After that, click on Change account type.
  9. Hit on Apply button to save all the changes.
  10. If you have more than one QuickBooks account then choose according to version of your QuickBooks desktop.

Steps 5: Use Database Server Manager

Use Database Server Manager
  1. Scan your Folders:
    • Open the Server Computer.
    • Go to the search box of Start menu.
    • Then type QuickBooks Database Server Manager.
    • Press Enter button to open it.
    • You have to click on the tab of Scan Folders.
    • Click on the Browse button to search for the company file.
    • Then click on the OK button when you are all set.
  2. Monitor the Drives:
    • You have to click on the Monitored drivers tab.
    • Now tick mark the hard drive check boxes that contains the company files.
    • If you ever change the location of company file then you won’t have to scan it again.
  3. Manage the Database Server Manager:
    • In this, the system tab helps you to find where the Database Server Manager is installed on the computer.
    • The tab of Database server provides you the real-time status related to the tool, and also who is connected to it.

Step 6: Turn On the Hosting

Turn On the Hosting

When you have set up outside of QuickBooks then you have to turn on the Multi-User Access on the server computer. Your server computer is the only one that already have this feature turned ON. The steps to turn On hosting are:

  1. In your QuickBooks Desktop.
  2. Click on File menu option.
  3. Then further select the Utilities option.
  4. After that, click on the Host Multi-User Access.
  5. Now, click on the Yes button to confirm.
  6. It helps you to host the computer files over the network.

In this article, you get to know about how you can set up and install a multi-user network for QuickBooks Desktop. You have to follow the solution steps that helps you to fulfill all requirements and check for all the things to fix it out for running it smoothly.


Need Some one on one QuickBooks Assistance?


How can I change the Permissions for Ownership of the folder after installing and setting up the multi-user Network for QuickBooks Desktop?

In your Windows system, open the File Explorer.
Click on the folder that you want ownership for.
Then click on the Share option.
Click on Advanced Security.
Further select option Change then click on Advanced.
Now, select Find Now.
You have to select the user whom you want to give the ownership.
Then click the OK Button to finalize it.

Does Database Server Manager installed separately in setup and Install a Multi-user Network for QuickBooks Desktop?

It totally depends on the situation. In case, you have freshly downloaded the QuickBooks software then it comes with it automatically. In this you have to configure it only. But if it got damaged then you have to download it separately. Then you have to do its setup properly.

Can I perform Clean install in case of any problem or error happen when going to do setup and install a multi-user network for QuickBooks Desktop?

Yes, you can easily perform the clean install on your system in case of any QuickBooks related error or problems. As in clean install you have to uninstall and then reinstall your QuickBooks Desktop software with proper process.

Features of Dancing Numbers for QuickBooks Desktop

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

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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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