Making sure that QuickBooks have the right level of access can help prevent future issues while working with your company files over the network.
Windows 10, 8 and 7
- On your keyboard, press Windows+E to open File Explorer.
- Locate and right-click the folder containing your company files.
- Select Properties > Sharing > Share Add.
- Select the corresponding QBDataServiceUserXX for your version.
Example: QuickBooks Desktop 2017: QBDataServiceUser27, QuickBooks Desktop 2016: QBDataServiceUser26
- Set the permission level of both users to Full Control and select Share
- Select Security > Edit.
- Choose QBDataServiceUserXX and select Full Control > Allow
- Select Apply > OK.
Take ownership of the file
- Choose the folder that you want to take ownership and select Share.
- Select Advanced Security > Change > Advanced > Find Now.
- Choose the user and click OK.
Grant Full Control
- Choose the folder and select Share.
- Select Advanced Security > Add > Select a principal.
- Select Advanced > Find Now.
- Choose the user and select OK
- Select Full Control and OK.
Windows Server 2012
Before performing the following steps, ensure that File and Storage Services is installed.
- On your keyboard, press Ctrl+R to open the Run Command.
- Type in ServerManager and select OK.
- Select Sile and Storage Services > Shares.
- On the Task drop-down, choose New Share. A list of File Share Profile shows. You can learn about the differences between the profiles by clicking each profile and reading the description.
- Select SMB Share - Quick.
NOTE: SMB Share - Quick is the default profile. This selection can vary.
- From the Share location section, select Type a custom path > Browse to locate the folder you wish to share.
- Choose the appropriate folder and select Select a folder > Next.
NOTE: You may leave the default selections under the Configure Share settings window and click Next again.