Are you looking to install QuickBooks Enterprise for the first time but unsure where to begin? This comprehensive guide will walk you through each step of the installation process and help you become acquainted with the features associated with QuickBooks Enterprise. Follow this article carefully to ensure a successful installation.
Step-by-Step Guide to Install QuickBooks EnterpriseTo install QuickBooks Enterprise for the first time, follow these steps:
Step 1: Network Security TestBefore proceeding with the installation, it is crucial to back up your company files and other important documents from your previous accounting program. Choose one of the following methods to set up your network:
Method 1: Central Server OptionInstall QuickBooks Database Server Manager, which also serves as a storage location for your company files.
Method 2: Peer to Peer OptionInstall QuickBooks Enterprise on each workstation, with one system storing the company file and others accessing it on the network.
Method 3: Remote Desktop ServicesInstall QuickBooks Enterprise on a central server, granting access to the application and associated company file(s) only through the Remote Desktop Service. Note that workstations cannot install QuickBooks using this method.
Step 2: Installing QuickBooks Desktop EnterpriseBefore proceeding with the installation, ensure that the same version of Enterprise is set up on all computers. Follow these steps to install the software on the server:
· Close all running applications and security programs.
· Open the downloaded QuickBooks Enterprise file.
· On the "Choose Installation Type" window, select the appropriate installation type (Express, Custom, or Network) based on your needs.
· Follow the onscreen instructions to complete the installation process.
Installation Type 1: Express InstallChoose this option when using QuickBooks for the first time or reinstalling it. It is also suitable for installing QuickBooks on a specific system. To install QB Enterprise with the Express Install option:
· Select the "Express" option.
· Click "Next" and then choose "Install."
· Once the installation is complete, open QuickBooks.
Installation Type 2: Custom and Network InstallThis installation type allows you to install QuickBooks in a location other than the default destination. It is also useful for hosting company files on a server or establishing a multi-user network. Follow these steps for a custom or network install:
· Select the "Custom and Network" options and click "Next."
· Choose how you intend to use QuickBooks.
· Change the installation location if desired.
· Hit on "Browse" to select a desired location for the QuickBooks folder.
· Tap on "Next" to proceed with the installation process.
· Click "Open QuickBooks" when the software is successfully installed.
· Configure the QB database server manager to access the company file stored on the server.
Step 3: Setting Up Multi-User HostingNote that only one system can host multi-user access in a multi-user hosting environment. If the QuickBooks database server manager is already installed, there is no need to enable multi-user hosting on the server. Follow these guidelines:
· Peer to Peer option: Enable multi-user hosting on the server and disable it on your system.
· Remote Desktop server: Enable multi-user hosting on the server and it is not applicable to the system.
· Central server: Enable multi-user hosting on the server and disable it on the computer.
· Verify multi-user hosting on the server:
· Access QB Desktop Enterprise on the server.
· Go to "File" and then "Utilities."
· Ensure that "Stop Hosting Multi-Access" is displayed in the "Utilities" section.
· If displayed, follow these steps:
· Click on "Host Multi-Access."
· Confirm starting multi-user access by selecting "Yes."
· If prompted to close and reopen the company file, click "Yes."