Step 1: Prep and test your network · Step 2: Install QuickBooks Desktop Enterprise on the server · Step 3: Set up sharing · Step 4: Set up your company file and. Install QuickBooks Enterprise software on the server · Close all running programs, including anti-virus programs. · Double-click on the file you’ve just. Learn how to upgrade or install QuickBooks Desktop Enterprise on a server or Linux File ing on how your network is set up, there are a few.
 
 

Installation & Setup | QuickBooks Enterprise

 
Dec 14,  · For detailed information, you can browse this write-up: System requirements for QuickBooks Desktop When you’re ready, let’s download and install QuickBooks Desktop on your server computer. Next, lodge the QBDT Server Manager. For additional resources, this link outlines the complete steps about setting up and installing a multi-user . Locate the file of the QuickBooks edition on your computer. Go to the downloaded file and right-click on it. Then select the option Run as Administrator to start the installation. Follow all the display instructions that you get one-by-one. You are required to go with the steps you get on your screen. Their download manager downloads your version, based on the license number or account, then auto-installs. Here are the download links for the usual installers: Premier: Enterprise: .

QuickBooks Install Instructions Pro,Premier, Enterprise, MAC Installation

I have a laptop that I want to load QB onto. It might be cheaper to buy an external CD drive!!! Just not on a yearly happening.

I have nothing on my laptop ,I know how to upgrade. I just want to download a QB version that will last the rest of my life. She just does her personal banking. Just want to know how this works in a world of no CD Drive! How much and for how long? I just purchased an updated version of QB Desktop Pro How do I transfer my version over?

From what I read it says we have an update waiting, however an update was just done a day or so ago. I am unable to to figure out how this was done. I have two computers to upgrade from to I was able to get one upgraded but having issues with this one.

Your email address will not be published. Learn how to install QuickBooks Desktop Enterprise for the first time. Step 1: Prep and test your network Before you get started, check the system requirements for QuickBooks Desktop Enterprise.

Use a Peer-to-Peer network With a peer-to-peer network, one workstation stores the company file. Choose a large data file for testing. Note the size of your test file in megabytes MB. Copy your test file from a network location to the computer and note the time it takes in seconds to copy. Install QuickBooks Desktop Enterprise software on the server Close all running programs, including anti-virus programs.

Double-click the file you’ve downloaded. Follow the onscreen prompts until you reach Choose Installation Type. Choose Express to let the installer make the best choice; or select the Custom and Network to customize the install and location.

The option you choose is likely to change depending on whether you’re installing on a server, terminal, or workstation. I’ll be using QuickBooks on this computer, but the company file will be located on a different computer. I’ll be using QuickBooks on this computer and storing our company file here so it can be shared over our network. This may be a server that is also actively used as a user workstation. In a peer-to-peer network, this should be the fastest user workstation. Choose this option if you’re installing Enterprise on a server that also serves as a workstation computer, or if you’re installing on a terminal server, with software and company data stored on a remote computer.

I will not be using QuickBooks on this computer; but I’ll be storing our company file on it so the file can be shared over our network. This computer is typically the server. Selecting this option will install the QuickBooks Database Manager only and does not require an additional user license.

Follow the onscreen prompts until install is complete. Scan Company Files To allow access to other QuickBooks users, you need to scan all company files you have on the server. Select Add Folder , then select the folders that contain company files. If you’re not sure where you store Enterprise company files, you can select Scan to search your entire hard drive. Monitor your Hard Drives The Database Server Manager monitors any selected drives or folders for company files that you add, remove or have renamed on the server.

To monitor the computer drives: Select the Monitored Drives tab. Select all local drives that you want to monitor. Install Enterprise on all workstations Close all running programs, including anti-virus programs.

Double-click the file you’ve just downloaded. This may be a server that is also used as a user workstation. This computer is usually the server. Follow the onscreen prompts until the install is complete. If you receive an error message during the install and rebooting your system doesn’t fix the problem, go to the QuickBooks support site for help.

Set up multi-user hosting In a multi-user environment, only one computer can host multi-user access. Go to the File menu, then select Utilities. Verify that Stop Hosting Multi-Access displays in the Utilities menu the option displays “stop” because the service is running. Choose Yes when prompted to confirm starting multi-user access.

Choose Yes when prompted to close and reopen the company file. Follow the steps on the screen to verify your info. Create a company file The first thing you need to do in QuickBooks is create a company file for your business.

Choose the option which describes your situation. Starting from Scratch Start Enterprise. Select the Express Start. Follow the procedure above on each computer which will be used for Enterprise.

These next steps can easily be performed on the server if it’s being used as a workstation e. If only the Enterprise Database Server Manager is installed on the server, perform these steps on a user workstation. To perform these steps, you’ll need a financial professional or office manager who understands the company’s financial needs, can set up a company file, knows which users should access the company file, and knows what areas of QuickBooks those users will need to access.

You’ll need to have QuickBooks administrator privileges. After installing Enterprise, you can use it for 30 days without registering. After that, you must register Enterprise on every computer on which it is installed. Registration allows you to take advantage of the many valuable benefits that come with your software, including access to technical support. Note: If you move your installation from one computer to another, you’ll need to re-register Enterprise on the new computer.

The first thing you need to do in QuickBooks is create a company file for your business. The company file is the file which stores all of your QuickBooks data. The steps to create a company file differ depending upon whether you are starting from scratch or converting financial data files from another software package. Note that if you are converting data from another software package, you should double-check your company file thoroughly after the conversion to ascertain whether all of your financial information was imported to Enterprise.

Starting from Scratch. Converting from Quicken. Converting from Peachtree. Note: To fine-tune your setup process, click Guided Start.

This will help you customize QuickBooks to better suit your needs. You can easily turn on the features you need and turn off those you don’t. Note: You cannot create a new QuickBooks company file then import your Quicken data into it. You must install QuickBooks before running this tool. If you just created your company file, you’ll need to scan it as described in Step 2.

Then follow these steps to scan your company file. Depending on your business, you may have a few more steps to complete. Please review this information to make sure your company file is properly set up and your data is complete. After creating your company file, QuickBooks Setup will walk you through how to add critical information, such as:. Use this feature to complete common startup tasks like creating invoices, entering sales receipts and bills and writing checks.

You can also view customer and vendor account balances. During the Setup process, QuickBooks created a chart of accounts based on your type of business.

Now is a good time to review it and make sure it accurately reflects the accounts you need to run your business. You can easily change account names and edit, delete or add accounts as needed. For example, you may want to add a business-related bank, credit card or loan account. If you’d like your reports to include past information, you’ll need to enter it. Select a date in the past as your start date.

Then enter past transactions from the start date to today. Enter historical transactions in chronological order within transaction type. QuickBooks won’t know how to apply a payment unless you’ve previously recorded the customer invoice.

Note: Entering historical transactions is especially important if customers don’t pay you at the time they receive goods or services. If you don’t enter historical transactions, QuickBooks can’t help you track and collect late customer payments for those past transactions.

If you subscribe to a QuickBooks payroll service, you’ll be asked to add year-to-date payroll information during payroll setup. If you fail to provide this information, your payroll tax information may not be accurate. Refer to the in-product Help for step-by-step instructions on how to enter these transactions to make your account registers accurate. After you’ve created your company file, you might have to make a few adjustments regarding your start date.

Depending on your company, you may need to:. For step-by-step instructions on how to enter these optional adjustments, refer to the Help feature within QuickBooks Desktop Enterprise.

Check with your accountant if you’re not sure whether you need to enter these optional adjustments. Enterprise can create a backup file, which is a compressed version of your QuickBooks company file containing all transactions through the date the company backup was made. A backup file insures against accidental data loss and can be used to restore your data.

QuickBooks backups have a. The best way to back up your company file is to utilize the online backup service that comes as a complimentary part of an active subscription. This stores your backup file safely offsite. Alternatively, you can manually back up your company file: Go to the File menu and click Create Backup. Select a safe location for your file, ideally on a separate computer or server. To restore your backup, go to the File menu and click Open or Restore Company.

To learn more about backing up your company file, refer to the Help feature within QuickBooks Desktop Enterprise. QuickBooks Desktop Enterprise lets you apply user permissions to different activities by assigning distinct user-access levels including view-only, create, modify, delete and print. You can also restrict access to specific lists and report groups based on user roles. Your QuickBooks Desktop Enterprise application also comes with many predefined roles, with preset access to certain activities, lists or reports.

Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 3. Install Quickbooks Enterprise on the network How do i install Quickbooks Enterprise on the network? Labels: QuickBooks Desktop. Reply Join the conversation. QuickBooks Team. Install Quickbooks Enterprise on the network Hello there, lilavalv. Prep and test your network. Install QuickBooks Desktop Enterprise on the server.

Set up sharing between workstations.