Multiuser: QuickBooks Server
QuickBooks Server is an application used when you're running QuickBooks in multiuser mode. It shares your company file with other QuickBooks users on the same network. When a file is shared, more than one user can work in the file at the same time.
You get QuickBooks server when you buy QuickBooks. But you only need it if you are using QuickBooks in multiuser mode.
Take a look at the
Multiuser page on Little Square
for articles and videos about using multiuser mode, including
tips for picking a computer to use to host the company file and run QuickBooks Server
.
To start QuickBooks Server:
- If you haven't already, install QuickBooks Server by copying it from your QuickBooks CD or, if you downloaded QuickBooks, from the DMG file to your Applications folder.
- If the company file isn't on the same computer you are using to run QuickBooks Server, move it there. The company file must be on the same computer as QuickBooks Server.
- Open the company file in QuickBooks.
- Choose File > Enable Multiuser Mode. QuickBooks Server starts automatically.
More about QuickBooks Server:
- You can start QuickBooks server automatically when you log in. With QuickBooks Server running, right-click the icon in your dock and choose Options > Open at Log In. Then every time you log in on that computer, QuickBooks Server starts up, sharing your company file.
- You can start and stop sharing a company file. Select the file in the left column of QuickBooks Server and click either Start Sharing or Stop Sharing.
- If you close QuickBooks Server, everyone will lose their connection to the company file. On the computer hosting the company file, you can open the file again in QuickBooks and restart multiuser mode (File > Enable Multiuser Mode) to share the file. Or you can use the file in single user mode, but other users will not be able to work on it.
- You can view stats on the company file by selecting it in the left column of QuickBooks Server. You can see how long the company file has been shared, the number of changes that have happened since you started sharing the file, the file location, and the users working on the shared file.
- You can disconnect a user. Select the company file name and then the user name you want to disconnect. Then click Disconnect. The user will no longer be connected to the company file.
-
Chat with other users working on the shared file.
Sometimes you may need to contact other users when you're all working in the same company file. In QuickBooks Server, select the company filename and the user name of the person you want to chat with, then click Chat. Your default Chat application will open a chat with the user you selected.
Note: For Chat to work, the user's account must include their Chat ID.
Get more information on multiuser mode:
And don't forget to check Little Square , the QuickBooks for Mac Community , and the Support site for more about multiuser.