Set up multi-user in QuickBooks Desktop Point of Sale to allow multiple users access the same company file.

QuickBooks Desktop Point of Sale multi-user setup

Server is ideally the fastest computer in a network. It holds the company file and allows multi user access for up to 19 client workstations.

ONLY the QuickBooks Desktop Point of Sale server can do the following:

  • Creates and holds your Point of Sale company file
  • Back up, restore and rename the company file
  • Exchange information with QuickBooks Desktop financial software
  • Import data via Data Import Tool
  • Set item and customer ranking preferences
  • (Multi Store) Exchange information with other stores.

Client Workstation is any networked workstation with Point of Sale that is not a server. It is usually the cash register that records daily transactions.

Set up Multi User for Point of Sale

Important:

Step 1: Set up folder permissions

  1. On your server, right-click the folder where your company file is saved and select Properties.
    Location: C:Users\Public\Public Documents\Intuit\QuickBooks Point of SaleXX\Data
  2. Click the Sharing tab.
  3. Click Advanced Sharing, then select Share this folder.
  4. Select Permissions, then click Add.
  5. Type in QBPOSdbsrvuser, then click OK.
  6. Click to select QBPOSdbsrvuser, then select Full Control.
    Note: Make sure the permission of Everyone and Services user group are set to Full Control.
  7. Click Apply, then OK.

Step 2: Configure Windows firewall

Step 3: Switch the server to Multi User Mode

From the File menu, select Select Company File in Multi User Mode.

Step 4: (Optional) Configure the Workstation number

  1. From the File menu, click Preferences, then select Workstation.
  2. Select General, then type the workstation number in the Please enter the number for this workstation field.
  3. Click Save.