Set Up Multi-User Mode in QuickBooks Point of Sale

Multi-User Mode in QuickBooks software that records and processes accounting transactions under functional modules like accounts receivable, accounts payable, general ledger, payroll, trial balance, and so on. You can access it anywhere at any time by using any device but it should be internet-enabled or desktop-based.

QuickBooks software offering the latest feature that helps you to stay updated with the upcoming technology. Multi User Mode in QuickBooks POS gathers the information of company files and permits multi-user access to more than 19 client workstations.

In this article, learn the setup process for QuickBooks Point of Sale Multi-Store. Read the article till the end and still, you have any doubt you can contact the QuickBooks specialist. The contact details are mentioned beneath this article.

Overview of QuickBooks Point of Sale Multi-Store

QuickBooks Point of Sale is a much-magnified platform that allows users to adhere to customers, sales, and inventory frequently. It exists in two different versions i.e. Basic and Pro. QuickBooks Point of Sale (POS) generates technical help for businesses, provides effective services to the customers, and fulfills all the needs and requirements. It chases the customer’s details and produces multiple marvelous features to improve or maintain consumer loyalty, their perceptions, and revived sales. Also feature consists of the tracking function that informs you about the previous purchases so you easily get to know the brands what they try to convince you to buy products.

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Import and Export Data in QuickBooks Point of Sale

It can be obtained as an online-based service according to your assumptions and mobile POS solutions. It is mainly designed for small to medium to large businesses. It is also accessible for online payments through credit cards. Other major functions include- inventory arrangement, customer services, and so on. Other various hardware features enhance the productivity of the QuickBooks POS that include barcode scanners and print receipts.

The helping that QuickBooks POS provides is incredible. The system offers a separate FAQ section where you can clear your doubts. 

Top Six Features of QuickBooks POS Multi-Store 

QuickBooks Point of Sale offers multiple features that provide splendid services to their customers. Here are 6 top features that assist you to organize the business more effectively.

Take the backup of the files that can be helpful to recover the files or even the entire hard drive when you face the data loss situation Multi User Mode in QuickBooks POS. The protects your data when the event of a system failure or file corruption occurs in the system

⏩ Helps to organize the Point of Sale company files and carry the files securely

⏩ It enhances the connectivity by exchanging the information or details with the QuickBooks Desktop application

⏩ It provides the innovative or unique feature that shares the information from Multi-Store to other multiple stores

⏩ You can easily allow arranging the item and consumer ranking  preference

⏩ You can easily import your data through different tools. For example- Data Import Tool.

How to Setup QuickBooks POS Multi-Store 

To learn the procedure for set up the QuickBooks Point of Sale Upgrade you need to stay tuned till the end of this article. Follow the complete procedure step-by-step and make it accessible for use.

Remember the Points Before the Beginning of the Process

⏩ Fulfill all the requirements for point of Sale 

⏩ You have to download the QuickBooks Desktop Point of Sale 

⏩ Make sure that Store Exchange Overview is properly managed if you are using the Multi-Store.

Step 1: Access the Folder 

💠 At first, you need to right-click on the folder where you stored your company file and choose the Properties 

💠 Now, locate the C:\Users\Public\Public Documents\Intuit\QuickBooks Point of SaleXX\Data

💠 Then, you have to tap on the Sharing tab

💠 After that, select the Advanced Sharing and choose the Share this folder 

💠 In the next step, you need to select the Permissions and tap on the Add

💠 Add the text QBPOSdbsrvuser and press the Enter key 

💠 Then, select the QBPOSdbsrvuser and go to the Full Control option 

💠 Then, click on the Apply and tap OK.

Step 2: Manage the Windows Firewall

💠 At first, go to the Windows Start menu and quest the Firewall

💠 Then, select the Windows Firewall

💠 On the right side, you have to pick up the option Advanced Settings 

💠 Now, right-click on the Inbound Rules and choose the New Rule 

💠 Select the option Port and proceed with the Next option 

💠 Permit the ports 8443, 8040, 8035, 8036, 8024, 8025, 46228, 46225, 46216-46220, 46203, 2638, 443

💠 Tap on the Next option and ensure Allow the Connection is selected and then click on the Next 

💠 Ensure that all profiles are included checked marked and choose the Next

💠 Now, provide the name for the rule like QBPorts. 

💠 Tap on the Finish, when you complete the process

💠 Again, you need to repeat the steps for the Outbound Rules

💠 Permit the ports 8024, 8036, 2638, 8035

Step 3: Re-Check that Move to The Server to Multi-User Mode 

💠 You need to visit the File menu in the system 

💠 Further, you need to opt for the Company File in Multi-User Mode

💠 Now, modify the Store Type into Point of Sale Pro Multi-Store.

Step 4: Manage Headquarter

💠 You installed a store as one type erroneously, rather than it must be other (like installed as Headquarters but it must be a Remote Store)

💠 You already operated various stores separately, and each one of them as a Headquarters, Multi User Mode in QuickBooks POS and now you planned to connect them into a real multi-store operation

💠 Also, you wish to exchange the locations of a Remote store and the Main store 

In case you installed the incorrect store type, and till now you don’t enter inventory data or keep a record of the transactions then, you can change the store type:

Modify Headquarters to Remote Location:

☑ At first, go to the File and then Preferences and select the Company 

☑ Now, select the Multi-store preference and tap on the Change to Remote Store. 

Modify Headquarters to Remote 

☑ Visit the File and go to the Company Operations and select the Create a new company 

☑ Now, you need to mention the Company Name, and make sure Headquarters is select after that, tap on the Create.

End-Up!

Hope you successfully set up your QuickBooks Point of Sale in Multi-User Mode by following the above-mentioned procedure and without facing and serious issue. In case you are stuck in between the process and can’t able to get over it then don’t panic and be stress because there is a expert’s team to assist you. You can contact them through our live chat box you just need to dial the mentioned number to resolve the issue.

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