Install QuickBooks Desktop on a Terminal Server

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Our technical support team has the tools to review your account securely and remote into multiple computers at one time. I’ve included the steps to contact support below. Please keep me posted if you have any other concerns about this process. I want to make sure everything is taken care of for you. You can reach out to the Community at any time. Take care and have a great day! View solution in original post. I was able to get this setup correctly after understanding I needed to create the Company File on another computer.

I have a similar case, I understand that I have to create a company file on a workstation, then copy that file to the server on the server I only install QB database server manager, not QB Desktop Software , is that correct? So what files do I have to copy in case of creating a new company file or I already have an existing file? Please help to show me these files with the QuickBook Thanks for joining us here!

Let me continue in assisting you setting up the new QuickBook Desktop There should be one computer called the server computer that hosts the company file. If you created it on the workstation, the computer that doesn’t host the file, you’ll need to transfer it.

That way, all other workstations can access and use the file at the same time. Thanks for your reply, I bought a QB pro plus license package for 3 users. According to my company’s security requirements, I need to install the Database Server Manager on a Virtual Server to store the company file redundancy and confidentiality.

So I wonder:. You can install 3 licenses to 3 work stations your members can work simultaneously. On the other hand, if you only use one license, you can install it to multiple work stations it’s just that they can’t work at the same time.

I’ll add this article for more information: General info about hosting your company data in multi-user mode in QuickBooks Desktop. So how can I get a company file on this server to share with another user? Do I have to transfer this file from another workstation?

So what files do I have to transfer? I appreciate you for performing the recommended solutions provided by my colleagues. To get a company file on this server to share with another user, we can set up a multi-user network.

Wherein one computer hosts your company files this is your server computer. All other computers connected to your network that don’t host your company files are called workstations. Here’s how:. We recommend to keep your company files on your server computer’s local hard drive. This makes it easier to share them over your network. Follow the steps to map the drive if you want to keep your files on a mapped network drive. Once done, follow Step 2 to Step 7 in the Set up and install a multi-user network for QuickBooks Desktop article to finish the process.

To learn more about hosting your file, see Hosting your company data in multi-user mode in QuickBooks Desktop for more details. If you need further assistance about this one, please contact our Technical Support Team. They’ll pull up your account in a secure environment and guide you with the step by step process of your concern.

See our support hours and types for more details about this one. Here’s how to reach them:. Feel free to visit our Install, upgrade, and register page for more insights about installing, upgrading, activating, and registering Intuit products. I’ll be right here to continue helping if you have any other concerns or questions about QuickBooks.

Assistance is just a post away. Have a great day ahead. I was under the impression from this thread that an expert could connect remotely to my computer to complete the installation of multi user correctly. I already installed Quickbooks but did not choose custom network installation. How to change that? Help screens don’t function. Phone numbers only get to robots. Thanks for joining the thread. Let me provide instructions so you can set up in multi-user mode properly.

If you want to have additional assistance with our phone supports, you can use this article to contact them. Just let us know or leave us a comment below. Keep safe. Sorry for jumping on what might be the wrong thread, but I couldn’t find another more closely related. I’m currently running QB Multi-User on two computers and it’s working fine.

However, I upgraded these two computers and want to transfer these files to them. Will the migration tool do all the work for me? Will I need to do any other type of network configs? You can share your QuickBooks Desktop for Windows data with multiple users. Just set up a multi-user network to access your company files from other computers. Thank you for the quick response! I just have two questions for now. Thanks for walking me through this. I’m assuming I need to start the migration process with the host computer, or does it not matter?

Once I get the host computer set up do I need to migrate anything to the work stations? I’m guessing not since they’ll just be reading the file from the Host. If so I’m guessing I’ll need to download the software to the host computers? You’ll need to set up and install a multi-user network after migrating to another computer. Then, install the database manager so you can turn on the Multi-user Access on your server computer. Then, you can now host your company files over your network. If you want to access your multi-user network, you can sign in as a user with admin rights on your server computer and workstations.

You might try to consider following the process according to how it was written in the article to prevent any issues with the process. For more available resources, visit these help articles for your reference. I apologize if this comment comes up twice, the session timed out before I could confirm it was submitted.

Thank you for that information, it will be helpful when I get the new host computer set up. I was wondering though, instead of using the migration tool can I just download the QB software from the CD to the new computer. Then all I would have to do is transfer the files using a flash drive, correct? I’m a little nervous about using the migration tool because of a bad experience with Quicken using a similar transfer method.

How is your day going so far? I hope all is well. Thank you for reaching out to the Community for support. I’m happy to provide additional insight into moving your company data. You’re correct with your thinking. You don’t have to use the migration tool. The migration tool is designed to make this process easier, but it’s not necessary to use. You can install QuickBooks from your disk as you’ve mentioned above. Or you can follow the link I’ve included below that contains the direct download and use it on your new computer.

Once you’ve installed QuickBooks, you can transfer your files over with no hassle. Please be sure to create a local backup of the company file before moving it. Check out Move your company files to another computer to see further details about this process. Let me know if you have additional questions or concerns. I’ll be here every step of the way. Well I’m happy to say that it appears that the new systems are up and running! There were some problems that required deleting and starting over, but eventually it worked.

Thank you for your help!! The only problem that occurred was that none of my attachments which are MANY seemed to have made the transfer. We scan all of our receipts to the transaction for tax purposes. Is there a fix for this? Thank you for getting back to us. Some data may not be successfully transfer due to Intuit Data Protect. If the same thing happens, you can always reach out to our customer support team. They have the tools to navigate your computer and look moreover there to rectify the issue.

Contact QuickBooks Desktop support and time available. Let me know if you have any other questions. I’ll be around to help. Have a great day and stay safe! I am running QB Enterprise Desktop with 11 users in 3 locations. I understand I have to upgrade to QB before May 31, What is the most efficient way to upgrade all 11 licensees at the same time with minimal interruption?

Thanks for joining in this conversation, arctric1. You can go to the printer set up section to set up a default one. Continue the steps to assign each transaction a default printer. For additional solutions, you can open each article:. Get back here if you have more questions. We’re always around to help. Guess my question was unclear. We are moving QB to another computer. Here are the steps to check the number:.

If you need tips, resources, and playlists, you can visit our Support page to learn more. This helps manage your account and improve your QuickBooks experience.

Don’t hesitate to drop a reply below if you have additional multi-user concerns. I’ll be around to help in any way I can. Always take care! I know this is quite a while since you sent me a message but tax season was busy. I am now trying to get this figured out but not much luck. Thanks for getting back with the Community about this, kimhazen. I appreciate your detailed information about what’s going on. Since QuickBooks is showing your company file’s location in the Downloads folder, you’ll want to perform the same steps provided by MadelynC with that folder.

Once you’ve finished setting up your folder’s permissions, you can proceed with the next set of steps in MadelynC’s post. You’ll additionally be able to find many detailed resources about using QuickBooks in our help article archives. Hello I want to clarify that if we want to use multi user mode for 2 pcs we cannot back up files to the Intuit cloud.

Thanks for turning to the Community about your concern, innovative B. You can create a data backup in your account using either Multi-user or Single-user mode because both of these modes provide a task or feature to completely back up the file.

To learn more about the tasks that can be performed in multi-user mode, check out this article: Features available and tasks you can perform in single or multi-user mode.

Additionally, you have an option to adjust user roles in QuickBooks Desktop by going to the Company tab, then select Users and Roles , and click the Edit button to review or change the access level. For the detailed guide, please visit this article: Create and manage roles. I’ll share the article about how to fix Error H and H as a future reference. You’re always welcome to tag me in your reply if you have other questions about multi-user mode.

It’s always my top priority to help and ensure to keep you on the right track. Stay safe! I did the switch to multiuser and allow the sharing on the server computer office , how I open the file on the other computer Home??

Do I need copy the file from office and restore at home or what’s the steps? Secure a backup file QBB from your office and restore it on your machine at home. You have to install QB Desktop on your home machine and need one user license to do so.

Make sure no one access your company file at your office until you restore the file with the updated one. This method is free but very risky for your team. Thanks for joining us here, cypress Yes, you can restore the copy of your company file at home. However, you’ll need to set up a multi-user mode to share your data file. Let me share the steps on how you can switch to multi-user mode.

Before we begin, make sure to back up your company file. Here’s how:. See this guide for more information: Back up your QuickBooks Desktop company file. Once done, proceed with setting up multi-user mode. You can refer to the above steps provided by my peer MadelynC. You can also check out this article for details: Set up and install a multi-user network for QuickBooks Desktop. With the above steps you’re able to share your company file.

Drop a reply anytime below if you have follow-up questions or concerns with your company file. I’ll be around to assist you. Take care and have a great day ahead. I did restore file at home and switch to multiuser but how I know home computer is linking with office computer? You need to have a 3rd party solution. As long as you don’t need more than one user working on a file at the same time, consider using this solution. The steps that were shared above were focused on how to set up and install a multi-user network for QBDT.

To check if your home computer is connected to your office computers, simply go to the Windows search bar. Then, look for View network computers and devices. This will show you all the devices that are connected to your server computer.

You can also reach out to an IT professional to help identify which workstations are connected to your host computer. Please take note that on a multi-user network, one computer hosts your company files.

This is your server computer. Computers that connect to your network that don’t host your company files are called workstations. Additionally, you may be able to find some helpful resources about using QuickBooks in our Help article archives. By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word.

Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. I set my computer up as the server I think How do I get the other workstation to access the server and work on our clients that we do accounting for? I am really wishing someone could remote into my computer and help me out. I feel this should not take so much of my time Thanks Solved!

Labels: QuickBooks Accountant Desktop.

 
 

 

Install QuickBooks Desktop on a server.How to set up QuickBooks Desktop to work from home

 
QuickBooks Database Server Manager lets you share your company files with other computers over your network. It also helps you monitor your multi-user network. Configure QuickBooks Database Server Access · 1. Click the “File” and “Utilities” menu in QuickBooks. · 2. Click the “File” menu, “Utilities” and “Host Multi-User. Open QuickBooks Desktop on your server computer. · Go to the File menu. · Select Open a company file. · Select the Open file in multi-user mode checkbox, then.