Post installation of QuickBooks 2009, only on client

Posted on 2009-02-13
Last Modified: 2012-05-06
I just finished installing QB 2009 Pro on a users workstation.   The company files are located on a network share and are totally accessible and everything works.  However from previous threads and stuff i'm reading online I thought 2009 was a client-server application and I could actually have most of the files installed on a server location?  

What should I be concerned with that is on the users workstation that isn't being properly stored on the network drive?  I know when I did the conversion from 2007 to 2009 it said it needed to do a backup to be safe.  I don't see that on the network drive though.  Where is this being saved?  

Is there a simple way to move all of these program files out to the server or is this unneccessary?  So right now the user has the full install on her workstation and just the company files are out on the network?  Is this correct?

It's a single user environment but I want to protect against her hard drive failing or something similar.  Would doing the "server" install (which i couldn't find and saw no option for) be a safer method of access if this was my concern?
Question by:dlabbadia01
    1 Comment
    LVL 89

    Accepted Solution

    I think you have done this correctly.

    QuickBooks 2009 is a client server model. The main application installs on the client workstation (you have done this). In a single user situation, you can install the ledger (data file) on the workstation or on the server. You have chosen the server.

    There is a server install to do, and it is on the QB2009 CD. You put the CD in the server, let is start, and select the Server only option. Make sure the ledger file is on the same drive and then scan for the ledger with this application. This is really for use with multi-user, but works for single user as well.

    With respect to backup, QB chooses a location. Once you are all set up, choose the server drive as the location for the backup. There will be a warning about storing the backup with the ledger, but on a server you can ignore this. Just back up the server, which I assume you are doing.

    With respect to your first question, "most of the files" are the program and go on the workstation. The ledger (.qbw) and the associated files (.tlg, .nd) will land on the server and that is correct.

    In general, you appear to have the right things and have a good setup. Install the server program and you should be good to go.
    ..... T

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