QuickBooks for Mac 2014 User’s Guide 27
Setting up multiuser
Ready for multiuser? Here’s what you do to get it going.
Step One: Buy and install additional user seats
To use your company file in multiuser mode, you must add users to your license. So if you want to have three
people working in your company file, you need a 3-user license. If you've already purchased a copy of QuickBooks
with more than one user license, go to Step Two: Install QuickBooks Server.
Note: If you already have more than one registered copy of QuickBooks, you don't have to buy more additional
user seats. You can use any registered copy of QuickBooks to access the company file in multiuser mode.
To buy additional licenses:
1 Choose QuickBooks > Manage License > Buy Additional Licenses.
2 Follow the directions on the screen to buy your additional licenses.
3 Choose QuickBooks > Manage Licenses > Sync License. (You must be connected to the Internet.)
4 Install QuickBooks on each computer you want to use to work on your company file.
Step Two: Install QuickBooks Server
QuickBooks Server shares your company file on your network with other computers you set up to run QuickBooks
on your network in Step One. You should install QuickBooks Server on the same computer where you want to store
your company file. When QuickBooks Server is running, other QuickBooks users on your network will be able to
open the shared company file.
Note: Be sure to check out the Multiuser Checklist article for tips on picking a computer to use for QuickBooks
Server.
Step Three: Create user accounts
Everyone using the company file must have a user name and password. Here’s an overview, but to learn more
about user accounts, see page 268.
To create user accounts:
1 Choose QuickBooks > Preferences and then “Users and Passwords" or choose Company > Users and
Passwords.
2 Create an administrative user.
3 Create a user account for each user who will be working with the company file in multiuser mode.
Note: Creating user accounts is not the same as adding users to your license. A user account creates a username
and password so a user can log into a company file. Adding a user allows another user to run another copy
QuickBooks with your license in multiuser mode. Find out more about the difference between user accounts and
user seats.
To Next Page
Loading...