How to Set QuickBooks Permissions in Windows

by Laura Madeira | January 3, 2013 9:00 am

Windows permissions are required for QuickBooks.

Simply installing QuickBooks for single-user or multi-user configuration will not guarantee that it will work properly. Certain Windows user permissions must be established to ensure proper access. All QuickBooks users must have full control including read/write privileges for any directory from which Company data files will be accessed.

Setting Permissions in Windows 7 or Windows Vista

To properly configure Windows 7 or Windows Vista user permissions, follow these steps:

1. Using Windows Explorer, locate the folder containing your QuickBooks Company files.
2. Right-click the folder and select Properties.
3. Click the Sharing tab and then click the Share button.
4. In the File Sharing window, use the drop-down list to select each User needing access to QuickBooks and click Add.
5. In the Permission Level column, click the Read drop-down list and select Read/Write.
6. Click the Share button to close the File Sharing window, and then click the Security tab in the Properties window.
7. Click the Edit button for the Group or usernames section.
8. Click the QBDataServiceUser22 User.
9. In the Permissions for QBDataServiceUser22, check the Full Control checkbox in the Allow column, and click OK.
10. Click Close.

Setting Permissions in Windows XP Professional

To properly configure Windows XP Professional user permissions, follow these steps:

1. Using Windows Explorer, locate the folder containing your QuickBooks Company files.
2. Right-click the folder and select Properties.
3. Click the Sharing, Share this folder option.
4. Click the Permissions button.
5. In the Group or usernames section, select Everyone.
6. In the Permissions for Everyone section, check the Full Control checkbox in the Allow column.

From Laura Madeira’s QuickBooks 2012 In Depth[1]

Source URL: http://www.quick-training.info/2013/01/03/how-to-set-quickbooks-permissions-in-windows/

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