need help setting up quickbooks server and client connection...

knc

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I have a client who traditionally keeps their quickbooks data on their workstation.. They asked me to setup the server app on their server.

So I successfully got the server app installed however when it comes to the point where it asks to scan a folder for the quickbooks files I get lost. Is it looking to scan the original workstation and then migrate the data to the server automatically? Or is it just wanting me to place the original QB data folder on to the server and then scan it so quick books knows where it is??


Ok once that is done, how does the original workstation find the new data files?
Does QB have to be uninstalled from that workstation and then reinstall it with the network option?
 
The data files need to be stored on the server on a shared drive. Once the server is up you goto the workstation and map a drive to server share and find the file on the mapped drive. QB will figure out the rest internally.
 
I have a Q about this myself. Not wanting to hijack the thread but it's relevant to the OP and may be of use. Here's what I got:

  • QB 2011
  • QBW files are on a server with the folder shared over the network.
  • Several workstations connect to the server via mapped drive to access the QBW files in multi-user mode.
  • Server has "Quickbooks Database Server Manager" (QDSM) installed and running
  • QDSM is configured for the appropriate folders with the QBW files and can see them when you click the scan button.
  • QDSM on the Database Server tab reports that it is running fine, but does NOT report that the QBW files are connected or that any users are ever logged in - even though they ARE.
I assume something is wrong with QDSM. I know in the past I've never used it but Intuit seems to suggest it is a necessary component when connecting to QBW files shared over the network. Despite it not appearing to function properly, I have no issues with Quickbooks working for my users.

Thoughts?
 
Last edited:
I have a Q about this myself. Not wanting to hijack the thread but it's relevant to the OP and may be of use. Here's what I got:

  • QB 2011
  • QBW files are on a server with the folder shared over the network.
  • Several workstations connect to the server via mapped drive to access the QBW files in multi-user mode.
  • Server has "Quickbooks Database Server Manager" (QDSM) installed and running
  • QDSM is configured for the appropriate folders with the QBW files and can see them when you click the scan button.
  • QDSM on the Database Server tab reports that it is running fine, but does NOT report that the QBW files are connected or that any users are ever logged in - even though they ARE.
I assume something is wrong with QDSM. I know in the past I've never used it but Intuit seems to suggest it is a necessary component when connecting to QBW files shared over the network. Despite it not appearing to function properly, I have no issues with Quickbooks working for my users.

Thoughts?

Honestly I think that something was boned during the install.

Here's what I would do :

Backup the quickbooks database.
Rename all of the QB folders.
Uninstall and reinstall the QB server app.
Restore QB from backup.

That *might* fix it if it was a wierd setup error in the QB database, because it will rebuild the DB through this function.

Lemme know if it works ... haven't had quite the same issue but similar.
 
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