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

  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 > Sharing > Share Add.
  4. Select the corresponding QBDataServiceUserXX for your version.
    Example: QuickBooks Desktop 2017: QBDataServiceUser27, QuickBooks Desktop 2016: QBDataServiceUser26
  5. Set the permission level of both users to Full Control and select Share
  6. Select Security > Edit.
  7. Choose QBDataServiceUserXX and select Full Control > Allow
  8. Select Apply > OK.

Windows 8.1

Take ownership of the file

  1. Choose the folder that you want to take ownership and select Share.
  2. Select Advanced Security > Change > Advanced > Find Now.
  3. Choose the user and click OK.

Grant Full Control

  1. Choose the folder and select Share.
  2. Select Advanced Security > Add > Select a principal.
  3. Select Advanced > Find Now.
  4. Choose the user and select OK
  5. Select Full Control and OK.

Windows Server 2012

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

  1. On your keyboard, press Ctrl+R to open the Run Command.
  2. Type in ServerManager and select OK.
  3. Select Sile and Storage Services > Shares.
  4. 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.
  5. Select SMB Share - Quick.
    NOTE: SMB Share - Quick is the default profile. This selection can vary.
  6. From the Share location section, select Type a custom path > Browse to locate the folder you wish to share.
  7. 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.