The top tool released by Intuit to improve user experience is QuickBooks Database Server Manager. Multi-user access is simple to set up when you connect to QuickBooks DB Manager. Here you will read about how to install QuickBooks Database Server Manager and for more information like how to run a payroll summary report in QuickBooks, click on this link, you can also have a look at QuickBooks payroll support by clicking on this link.
Additionally, several users can collaborate on a single corporate file in a multi-user network setting by using QB Database Server Manager.
The tool must only be installed for every QuickBooks Desktop edition, though. We guide you through the installation procedure of QuickBooks Server Manager in this comprehensive blog post. You will eventually learn how to use it for managing numerous PCs on the network server.
Install QuickBooks Database Server Manager
You won’t find any unique instructions for downloading QuickBooks Database Server Manager. The QuickBooks Desktop includes the QB Database Server Manager. Because of this, QuickBooks Server Manager gets downloaded along with the QuickBooks desktop when you do so. The quick steps to installing QuickBooks Desktop are listed below.
Download QuickBooks Desktop from the QuickBooks Product Download Page.
- Save the file to an easily accessible location.
- Open the downloaded QuickBooks.exe file and agree to the software License Agreement.
- Click Next and enter the Product and License Number.
- Decide the Install type from Express, or Custom and Network.
- After that, finally, Activate and Update QuickBooks Desktop.
Install Database Server Manager on the Server Computer
On the server computer, the Database Server Manager installation procedure must be used. The computer that will host your company’s files is referred to as the server computer. To install the Database Server Manager for QuickBooks Desktop, follow the instructions listed below.
- Close all the running programs on the server computer, and that includes QuickBooks as well.
- Search for QuickBooks.exe and follow the installation instructions as they appear on the screen.
- On being asked about the install type, choose Custom or Network Options.
- Press Next without selecting Express.
- Choose the option best for network setup and then click Next.
- Once done with the instructions, hit Install.
Provide QuickBooks Database Manager Permission to Run on the Server Computer.
- Configure the Firewall manually to let QuickBooks Database Manager run on your server computer.
- Click on the Start menu and search for Windows Firewall. Click on it to open it.
- From the Advanced Settings, right-click on Inbound Rules and select New Rule.
- Choose Port and hit Next.
- Ensure that TCP must be selected. After this, enter the specific ports in specific Local Ports The port format is as per the QuickBooks version you are using.
- Once you have entered the port number, click Next and Allow the Connection.
- Hit Next and when asked, mark all the profiles. Click Next once again.
- Finally, create a rule. Give it a name like “QBPorts (year).”
- When you’re done, select Finish.
QuickBooks Desktop 2020: 8019, XXXXX.
QB Desktop 2019: 8019, XXXXX.
QuickBooks Desktop 2018: 8019, 56728, 55378-55382.
QuickBooks Desktop 2017: 8019, 56727, 55373-55377.
Further to create an Exception for QuickBooks Database Server Manager File, create it by following the steps mentioned below:
- From the Start menu search for Windows Firewall and click on it.
- Select Advanced Settings and right-click on Inbound Rules (Follow the same for Outbound Rules
- Select the Program and then Next to Choose This Program Path.
- Using Browse, select the following files
- Hit on Next and select Allow the Connection.
- When prompted, see that all files are marked and select Next.
- Finally, create a rule with a name like QBExceptFirewall with a .exe extension.
- At last, to Provide QB Database Manager permission to run on the server computer, repeat steps for Outbound Rules.
Check for QuickBooks Database Server Manager Update
The QBDB Server Manager Update must be performed simultaneously. The most recent updates are automatically installed whenever you update QuickBooks Desktop. You can use the procedure outlined below to manually update it:
- Open the Windows Start menu and click on Programs.
- Search for QB DB Server Manager and hit on Updates.
- Follow the on-screen instructions to complete QuickBooks Database Server Manager Update
- For more info read our Article on how to install the latest QuickBooks Database Server Manager updates.
Putting DB Server Manager for QuickBooks Desktop to use
Given below are the steps to host the company file over a network by using QBDBMgrN for QuickBooks Desktop.
Scan the Folder
- This step is to be done only once before you share your company files.
- From the server computer, open QB Database Server Manager.
- Navigate to the Scan Folders tab and click on Browse.
- Choose the folders that hold your company files (QBW).
- Click on OK after selecting the folder and select Start Scan.
*On completion of the scan, the folders become available in the “QuickBooks company files found” section. They then become accessible from other computers on the network.*
Monitor your Drives
The scanned folders are held in the drives that appear under the Monitored Drives tab. Monitoring your drives will ensure that re-scan won’t be needed if you move or change your company files in them.
- Choose the Monitored Drives From there checkmark the boxes next to Hard Drive that holds your company files.
- At last close it and if you ever change or move the company file on the drives, re-scanning won’t be required.
Read also: QuickBooks Data Migration
