How to Set up Folder and Windows Access Permissions in QuickBooks Desktop?

QuickBooks software is very common software dealing with accounting and finance in business. But if your business project is complex, then you need multiple users' simultaneous access to the company file data. For taking access for multiple users, you need to set up folder and window access permissions for QuickBooks to ensure access to company file data over the network. By taking multiple access, it enhances overall efficiency and business productivity by sharing company files. Setting up and giving permission to access and view your company file helps to maintain protection of your business data, although it can raise some issues. These issues are easily fixed by using effective techniques.

How to Set up Folder and Windows Access Permissions in QuickBooks Desktop

To set up folder and window access permission in QuickBooks desktop you need to follow these steps:

Step 1- Install QuickBooks database server manager

• To install QuickBooks desktop go to the official Intuit website.

• Download the latest version of QuickBooks desktop.

• Open the downloaded file.

• Follow the instructions that you see on screen in the correct sequence and type your license product number.

• Now choose the custom or Network option as the install type.

• Click on next and choose the option of your company file you are sharing over the network.

• Follow the given instruction as shown on screen and tap install to complete the process.

Step 2- Scan your company file folders

• To scan your company file folder, go to the start menu and search Database.

• Navigate the QuickBooks database server manager.

• Now select the scan folder option to continue the process.

• Choose the location in which you wish to save your folder.

• Click on OK to continue.

• If you have any requirements, you can add more folders by adding more folders.

• Click on the scan option.

• Once done the process close it.

Step 3- Set up Folder Access Permission for Company Files

• For set up folder access permission for company file first you need to open your server and find the location of your company file.

• Right click on the folder that stores your company files and click on the Properties option.

• Now go to the security option and click on the edit option.

• Click on QBDataServiceUserXX any version of QB Database Server Manager which are running on your system.

• Click on the Full control option and click on allow.

• Now click apply and Tap OK to complete the process. 

Step 4- Configure Windows Access Permissions for Company Files

• First you need to close your QuickBooks desktop. 

• Open control panel and navigate to the User Account.

• Locate the QBDataServiceUserXX according to your QuickBooks version.

• Tap on the Full control and click on share.

• Now click OK and exit the File explorer window.

Errors arise while Set up Folder and Windows Access Permissions in QuickBooks Desktop

When you try to open the company file in multi user mode in QuickBooks desktop you may get an error message “you do not have sufficient permissions to the specific folder” these factors are provoke this error - 

• Company file is damaged or corrupted.

• Your company file is saved in a protected folder in the C-drive.

• QuickBooks application is outdated.

• Window Firewall is restricting access to the company file folder.

You can fix these issues by these methods

Method 1 – Fix data issues in your company files

You won’t able to access damaged company file while using as multi user mode. You must use the verify and rebuild data utility to fix the company file.

Method 2- Run QB Desktop with complete admin privileges

You are unable to open the company file using multi user mode if you utilize QB without admin rights. You can set QB with full admin right by following steps-

• Navigate the QuickBooks desktop icon and right click on it to select the Properties.

• Go to the Compatibility menu.

• Click to Run this program as administrator and tap to apply.

• Click on OK and now open the QuickBooks desktop in multi user mode.  

• Identify the QB Desktop icon and right-click it to choose Properties apply.

Method 3- Provide Exemption to QB in window Firewall settings

Window Firewall can effectively prevent access to the company files it threat to system security. For this problem you should create exemptions for QuickBooks to the windows Firewall. After that you are able to open company file as multi user mode.

Conclusion-

In this segment we learnt about the perfect steps to set up folder and Windows access permissions for QuickBooks. If you are failed to do it and you still need technical guidance then you contact our technical support team at 1-800-761-1787 is suggested. You can speak with QuickBooks error support experts they will provide you immediate guidance for your problem.