QuickBooks 2020 For Dummies

Appendix C

Sharing QuickBooks Files

Okay, here’s a cool deal: Within QuickBooks, you can set up user permissions, which enable 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 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 multiuser network capability: user permissions and record locking. The user permissions feature gives multiple users of a QuickBooks file unique permissions settings to access different areas of QuickBooks. Record locking, the second feature, enables more than one person to simultaneously log in to and work with a QuickBooks file.

User permissions

QuickBooks enables you to set user permissions so that you can give different QuickBooks users different privileges. Jane Owner may be able to do anything she wants because, metaphorically ...