Guide to Upgrade QuickBooks to a Multi-user License

by James Antonio

QuickBooks users should pay attention to this round as they like upgrading their precious little application all the time. Just so you know, you can upgrade it to a multi-user license. Yes, you are correct as it is another benefit to count on QuickBooks. This way, you will have ease of operation and not every time you have to start from scratch.

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Now you might be able to use an obsolete version of QuickBooks, or you didn’t pay any attention when it asked you for the activation of this multi-user service. Whichever reason it might be, you don’t need to feel odd as you can still make it a multi-user facility.

This leverage is what sets this application apart from every other average Tom, Joe and Harry in the technology market today. You can also consider it like an empty vessel where you can add, grow & scale your business. Moreover, you can also add as much as you want to in the form of customizations. Services addition and increasing the users is an added advantage that will make your system more subtle and strong.

Steps to Upgrade QuickBooks to a Multi-user License

Though it appears likewise, it’s not rocket science. All you need is the right set of steps and within 15 minutes you can make it suitable for multi-user. You need to follow these steps to the word:

Step 1: Firstly, you need to login to the server and for that you need a valid User ID & Password.

Step 2: Upon proper authentication process, you need to click on the “Start” Menu on the desktop screen.

Step 3: Click on “Run” and open “appwiz.cpl“.

“Appwiz.cpl” is considered to be that component of the Control Panel which enables you to add or remove programs. Hence, this specific option will automatically run the “Add or Remove Programs” window.

Now, once you get the hang of the process, let’s move ahead without any further ado!

Step 4: Then you need to press right click on the QuickBooks version as it needs to be upgraded. Then you should select the “Uninstall” option from the drop-down menu.

Upgrade QuickBooks to a Multi-user License

Step 5:

  • After this, you should go to My Computer
  • Open the C drive
  • Click on the Documents and Settings
  • Then, click on All Users and select Application Data, then choose QuickBooks that indicates the 4 digit version year.

Step 6: After this, you need to delete all the contents of the installation folder that has opened right in front of you to ensure a smooth installation. After the completion of this step, in the actual meaning, deletion occurs effectively.

Step 7: You should install the QuickBooks application again by using the valid license code & product code.

You need to follow the exact installation procedure which you followed earlier when you installed QB for the first time. So, you don’t need to worry about this issue as you will be in familiar territory.

Step 8: You should open the QuickBooks and the very first thing is to register your QuickBooks with the validation code provided to you.

Step 9: Go to the Help menu, then you should click on Manage License and then, hit on the sync QuickBooks License Online.

Step 10: Lastly, you just need to sit back and relax while your QuickBooks is getting upgraded to a multi-user license right in front of your eyes. Sounds easy to follow, doesn’t it?

It only seems fair that you should utilize the USP [Multi-User Facility] of this magnificent innovation. This is when you see QuickBooks in all its glory. All you need to do is to follow these 10 easy steps and you’re good to go.

Benefits of using Multi-user Platform for QuickBooks:

  • It strengthens the spirit of employees by having them work together on accounting activities.
  • It helps in dividing work and diminishing the stress and work pressure as there will be more helping hands for the tasks to be completed.
  • Ease of switching between multi-user and single user mode. So you get to decide which employee works or best suited to work with this advanced application.
  • Inform other users as well about switching modes.
  • An enterprise can enable almost 30 users to work on the accounting data at a given time.

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How does QuickBooks Multi User License work?

QuickBooks Pro and Premier that have multi-user mode 1 will allow multiple users to collaborate on the same company file at the same time. All users must be logged in the networked systems and must each have their own QuickBooks license to avoid any hassle.

How many User Licenses are Required for QuickBooks?

If you need more than 5 users, QuickBooks Desktop allows up to 30 users working on a company file at the same time. To find out how many user licenses you have, you can follow these steps: Open your QuickBooks Desktop company file. You need to press F2 key to open the Product Information window.

Explanation of QuickBooks Multi-user Mode?

This specific Multi-user mode enables you to add multiple users to work on a company file all at once and that too from different workstations. It is basically a concept of access sharing and works on a shared network environment, and needs a host computer to share the company file. Multi-user mode can be used in one of two ways: through server-workstation setup or server-only install.

How many Users can be Added in QuickBooks Simple Start?

First, how many users do you have? QuickBooks Simple Start is ideal for solo entrepreneurs, gig workers, freelancers, and businesses that only sell services. QuickBooks Online Essentials includes up to three users. QuickBooks Online Plus includes up to five users.

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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