QuickBooks POS Multi-User Mode Setup (Step by Step Instructions)

QuickBooks Point of Sale Multi-User Setup

Are you looking for step-by-step instructions to set up QuickBooks multi-user mode to access the point of sale company file? Here is how you can access the company file by multiple users in QuickBooks Point of Sale. 

You have a client workstation and a server in multi-user mode set up.

Here the server is referred to as your computer, which works as the fastest workstation with Point of Sale installed in it and also meets the hardware and software requirements to work as the workstation computer.

This allows multiple users to access a point of sale company file up to 19 client workstations.

Before you set up QuickBooks point of sale in multi-user mode. Some of the works that can be done only by the server are mentioned below

Additionally, client workstations can be any computer on your network that has QuickBooks POS installed in it, but it should not be a server. Generally, they are cash records that record daily transactions. 

Learn QuickBooks Point of Sale Multi-User Mode Setup in Simple Steps

Before we begin with the steps for QuickBooks POS Multi-user setup, it is necessary to make note of the following points-

Step 1 – To Set up folder permissions for QuickBooks POS Multi-User Mode

QuickBooks Point of Sale Multi-User Mode Setup

Step 2 – To configure the Windows Firewall for QuickBooks POS Multi-User Setup

Configure windows firewall to run your QuickBooks software in multi-user mode.

  1. Open the Run command by simultaneously pressing Windows+R on your keyboard.
  2. Now type Control in the command window and click on Ok.
  3. This will open the Control panel.
  4. Now you should set the “view by” options as Small Icons and then select Windows Firewall.
  5. Now click on Advanced settings and then choose Inbound. 
  6. Click on New Rule and then select Port. Now click Next and enter the Port numbers and then select Next.
  7. Now select Allow connection and then click on Next.
  8. After that, you should name your firewall rule, for example, POS, and click the Finish button to complete the process.
  9. To create a new outbound rule follow the above steps from the New rule.
QuickBooks Point of Sale Multi-User Mode Setup Steps

Port numbers for reference

Step 3 – To Switch the server to Multi-user Mode in order to set up QuickBooks POS Multi-user

switch to multi-user mode in quickbooks pos

You should select the Switch company file to Multi-user Mode from the File menu.

Step 4 – To configure the Workstation number in QuickBooks POS Multi-user mode(optional)

Select Preferences from the File menu and then select Workstation and go to the General option. Now enter the workstation number in the field “Please enter the number of this workstation”. Finally, select Save.

Contact POS Experts for QuickBooks Point of Sale Multi-User Setup

In case you face difficulty setting up multi-user mode in QuickBooks Point of Sale. Connect with our QuickBooks Point of Sale support experts at +1888-727-4587 & get instant help.

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