Appendix C. Sharing QuickBooks Files

In This Appendix

  • Understanding how QuickBooks works on a network

  • Installing QuickBooks for network use

  • Setting up user permissions

  • Specifying multi-user mode

  • Working with a shared QuickBooks file

Okay, here's a cool deal: Within QuickBooks, you can set up user permissions, which enables you to specify who has access to which areas of your QuickBooks files. In fact, you can also work with your QuickBooks file on a network and in a multiple-user environment by using a powerful feature called record locking.


If you work on a network and need to use or just want to find out about the QuickBooks network features, read this appendix. If your computer isn't connected to a network, but you want to designate unique permissions for different people by using a QuickBooks file on a single computer, read the section, "Setting Up User Permissions," later in this appendix. And if you're the only one using QuickBooks, you can skip this appendix.

Sharing a QuickBooks File on a Network

Two important features power the QuickBooks multi-user network capability: user permissions and record locking. The user permissions feature lets multiple users of a QuickBooks file have unique permissions settings to access different areas of QuickBooks. Record locking, the second feature, allows more than one person to log on to and work with a QuickBooks file at the same time.

User permissions

QuickBooks enables you to set user permissions so that you can give different QuickBooks users ...

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