Multiuser: Things to know
- You don't have to have QuickBooks running on the server, just QuickBooks Server. You'll have both QuickBooks and QuickBooks Server installed on the computer you are using as a server. But you only have to have QuickBooks Server running to share the company file with others.
- You can switch back to single user mode. You can turn off multiuser mode so that only one person can access the company file. Choose File > Enable Multiuser Mode. You'll see a checkmark by the command name. When you choose it again to go into single user mode, the checkmark goes away.
- You can enable Multiuser Admin Mode. When QuickBooks Mac is in Multiuser Mode, you have the option of enabling a special menu item: File > Enable Multiuser Admin Mode. If you select Admin Mode, all other users will be forced to disconnect from the Company file. This means that you will be the only user connected to the company file, so you can perform certain operations, like updating Preferences. While you're in Multiuser Admin Mode, no other clients can connect to the company file. When you're ready to exit Multiuser Admin Mode, select File > Disable Multiuser Admin Mode, or log out.
- All the computers have to be on the same network. For users to be able to share the same company file, their computers must all be on the same network. You can't share a file with remote computers.
- You may run into each other, but it's OK. You may try to do something in the company file and see a message that says another user is trying to do the same thing at the same time. You can either wait to try again or use your Chat app to communicate with the other user.
- Set up each computer for Merchant Account Services (optional). For each computer in your multiuser environment that you want to use to process your customer's credit cards, you'll need to set up credit card processing using your Merchant Account Services connection ticket .
- Don't forget to back up your company file. Backing up your company file is just as critical in a multiuser environment as it is in single user. To back up your data, stop sharing the company file then back up the file on the computer running QuickBooks server. Then you can start sharing the file again.