When working in QuickBooks, you can identify QuickBooks Messenger by the little grey figure with the green bubble in your system tray at the bottom of your computer screen. It allows for communication between QuickBooks users operating in multi-user mode.
QuickBooks Messenger is automatically started whenever you are logged into QuickBooks. Double-click the icon in the system tray to launch the messenger or go to the Company tab and click on Chat with a Co-worker.
While you are working in QuickBooks, you may receive a notification that another user has just logged into the company file. You can click Chat on the notification window and begin a conversation with that user. You can also right-click the QuickBooks Messenger icon in your system tray and select "Chat with..." to start a conversation with another user.
The QuickBooks admin user can chat with ALL users logged into the company file by clicking the Actions drop-down arrow (only available under their profile) and selecting Send Message to Logged In Users.
QuickBooks Messenger allows you to change your status so other users will know your availability. Change your status by clicking the drop-down arrow that displays your username. Then simply select the status that applies to you and it will be displayed for other users to see.
If you find your colleagues are too "chatty" using Messenger, you can disable it. Just right-click on the chat icon in your system tray, and from the Settings menu, choose which notifications to display.
But wait! Before you do that, there are two important features of Messenger that are a bit hidden, but very useful.
Only the Administrator of the file will see an extra tab in the Messenger box. It's labeled "Actions," and by selecting that the Administrator can:
To totally disable the QuickBooks Instant Messenger feature follow these steps:
So chat as much or as little as you want while working in QuickBooks.
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