Making sure that QuickBooks have the right level of access can help prevent future issues while working with QuickBooks company files over the network.

 

Windows 10, 8, 7 and Vista
Windows 8.1
Windows Servers

 
Important
  • The recommended solution is to download and run the QuickBooks File Doctor. The tool will automatically set the correct level of file and folder permission and ensure that hosting hosting is set up properly.
  • The outlined steps are specific for Windows operating system, which is not an Intuit product. if run issues or problems following these steps, Intuit recommends you contact a qualified IT professional or Microsoft.
 

Windows 10, 8, 7 and Vista

  1. On your keyboard, press Windows+E to open File Explorer
  2. Locate and right-click the folder containing your company files.
  3. Select Properties and click Sharing tab.
  4. Click Share.
  5. In the File Sharing window, select the user you want to add and click Add.
  6. Select the corresponding QBDataServiceUserXX for your version.
    Example: QuickBooks Desktop 2017: QBDataServiceUser27, QuickBooks Desktop 2016: QBDataServiceUser26
  7. Set the permission level of both users to Full Control and click Share.
  8. Click Security tab and click Edit.
  9. Select QBDataServiceUserXX and choose Full Control checkbox under Allow column.
  10. Click Apply and OK.
 

Windows 8.1

Take ownership of the file

  1. Select the folder that you want to take ownership and click Share.
  2. Click Advanced Security and click Change.
  3. Click Advanced and and then Find Now.
  4. Select the user and click OK.

Grant Full Control Permission

  1. Select the folder and click Share.
  2. Click Advanced Security and click Add.
  3. Click Select a principal.
  4. Click Advanced and and then Find Now.
  5. Select the user and click OK.
  6. Select Full Control and click OK.
 

Windows Servers

Windows Server 2012

Important

Before performing the following steps, ensure that File and Storage Services is installed.

 
  1. Open Server Manager and go to File and Storage Services.
  2. On the left pane, click Shares.
  3. In the middle section, click the Tasks drop down and click New Share.
  4. A list of File Share Profile shows. You can learn about the differences between the profiles by clicking each profile and reading the description.
  5. Select SMB Share - Quick.
    Note: SMB Share - Quickis the default profile. This selection can vary.
  6. The next window is where you can select the folder to share. From the Share location section, pick Type a custom path and then click Browse to locate the folder you wish to share.
  7. After the folder is found, click Select a folder.
  8. Click Next.
    Note: You may leave the default selections under the Configure Share settings window and click Next again.
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