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QuickBooks Database Server Manager

Your data from an earlier version of QuickBooks will update automatically the first time you open the company file in a new version of QuickBooks
Views: 309 Created 09/28/2017

QuickBooks Database Server Manager

The QuickBooks Database Server Manager is a utility which allows you to configure the QuickBooks Server for multi-user access.

Important:  If you need to help how to install QuickBooks desktop, then go to the How to Install QuickBooks Desktop page. It provides the steps to install, update and set up QuickBooks Database Server Manager (QBDBSM).

How do I update my data to a new version of QuickBooks Desktop?

Your data from an earlier version of QuickBooks will update automatically the first time you open the company file in a new version of QuickBooks. Before doing so, QuickBooks automatically backs up the company file in its current version format so you can revert back to the previous version of QuickBooks if you need to.

See: (Updating the file to the latest QuickBooks Desktop version does this automatically.)

Move company file from your old computer to your new computer

  • Create a backup copy of your file on your old computer.
  • Copy the backup file to your new computer.
  • Install QuickBooks Desktop on your new computer.
  • Restore the backup file on your new computer.
  • Uninstall QuickBooks Desktop from your old computer.

Note: Moving company file to another computer does not affect your QuickBooks Desktop license.

Where is QuickBooks Desktop company data file?

Defaultly QuickBooks company file is in location of C:\Users\Public\Documents\Intuit\QuickBooks\Company Files

Note: To meet the recommended QuickBooks Desktop requirements for optimum file performance on the network, this tool should be installed and set up on the computer where the QuickBooks Desktop company files are stored.

Few points for QuickBooks Database Server Manager

  • QuickBooks Database Server Manager (QBDBSM) is responsible for creating Network Data files (*.nd) for any company files stored on the host computer.
  • Installing multiple versions of Database Server Manager will give you multiple versions of processes but not multiple versions of the software.

Find a QuickBooks Certified ProAdvisor. Dial our QuickBooks helpline: +1-855-441-4417

How to install QuickBooks Database Server Manager

Step 1 Double-click the installer from QuickBooks

Step 2 Click on start the Installation Wizard

Step 3 If the computer is connected to the Internet then click Next and able to download the updates.

Else not then, click on No and go to Next

Step 4 Select that I accept the terms in the license agreement and then click on Next

Step 5 Select on Custom or Network Options

Step 6 Choose any installation type as per given below:-

  • If you will run the QuickBooks program on this computer then I will be using QuickBooks on

this computer AND I’ll be storing…

  • If you will only store QuickBooks data on this computer then I will not choose to use QuickBooks on this computer…

Step 7 Select Yes, allow access

Step 8 Enter the License Number and Product Number

Step 9 Follow the instructions to complete installation

Step 10 Setup the Database Server Manager after it has been installed

How to update QuickBooks Database Server Manager

It is necessary that QuickBooks Desktop is installed on the workstations or if a critical update to a current year is released.

Note: The patch for the server is the same as for the workstation.

  • Reboot the server after the patch is completely installed in the computer system.
  • After the server has been updated, you may get the following message: The company file needs to be updated to work with this version of QuickBooks Desktop.
  • Create a backup which is required since these updates can modify the database structure.
  • After backup is completed follow the prompts

How to SetUp and Use the QuickBooks Database Server Manager

  • The scan folders for QuickBooks company files that need to be configured for multi-user access.
  • Monitor local hard drives to configure new company files automatically.

How to open the QuickBooks Database Server Manager

Step 1 Click on Start

Step 2 Click on Programs

Step 3 Click on QuickBooks

Step 4 click QuickBooks Database Server Manager

Some Features of QuickBooks Database Server Manager

  • To scan folders
  • To monitored Drives
  • To Database Server
  • To Updates
  • To System

Scan Folder Feature

All company files stored on the server. So that the server must be scanned once they are configured properly to allow other users to access these files properly.

Step 1 Click on Start

Step 2 Click on Programs

Step 3 Click on QuickBooks

Step 4 Click QuickBooks Database Server Manager

Step 5 Click on Scan Folders

Step 6 Indicate which folders contain QuickBooks company files.If you are not sure where files are stored,  then you can choose to scan entire disks from your computer system

Step 7 Click on Scan to begin the scan from the computer system

Monitored Drives Feature

It is to keep the QuickBooks Database Server Manager up to date as you add new company files to your server.

Step 1 Click on Start

Step 2 Click on Programs

Step 3 Click on QuickBooks

Step 4 Click on QuickBooks Database Server Manager

Step 5 Click Monitored Drives tab

Step 6 Click to select all local drives that you want to be monitored for company files

Note: Mapped drives are not displayed and cannot be monitored.

Database Server Feature

  • The company files connected to the server and the list of users logged into each company file.
  • When the server is hosting company files, the service should be running.
  • To change the status of the service, use the Services Administrative Tool to configure the service QuickBooks DBXX.

Updates Feature

It is used to download updates to the QuickBooks Server and to view the version of the QuickBooks Server.

Step 1 Click on Start

Step 2 Click on Programs

Step 3 Click on QuickBooks

Step 4 Click on QuickBooks Database Server Manager

Step 5 Click Updates

Step 6 Follow the instructions to check for and install updates

Note: You can update the QuickBooks Server manually.

System Feature

It is used to find system information about the computer where the database server is installed.

Step 1 Click on Start

Step 2 Click on Programs

Step 3 Click on QuickBooks

Step 4 Click on QuickBooks Database Server Manager

Step 5 Click on System

Step 6 Review the system information for the computer where the database server is been installed

If the problem still exist, you can take help from our QuickBooks Online support team or QB Payroll expert. Dial toll-free number +1-855-441-4417 to talk to an expert now.

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