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QuickBooks2011 PremierPlus Contractor

Posted on 2013-01-03
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Last Modified: 2013-01-09
I have a client, runs QuickBooks2011 PremierPlus Contractor on her Windows 7 computer. I installed a SBS 2010 Essentials and setup a domain network with all PCs and laptops running Windows 7 and domain network, I did this a few months ago.

Today she called me and asked if I could install her QuickBooks so multi users can open up the same company database. She said she tried setting it up as a muti user without using the SBS 2010 Essentials server. She installed on a total of two PCs Windows 7 and she cannot get it to work.

At a diff. company:
The last time I setup QuickBooks so all users could open up the same QuickBooks I installed QuickBooks on a Server 2003 and install QuickBooks on 2 Windows XP Prof. computers. They open up Quickbooks just fine but one at a time which works for them.

I just went to Quickbooks.intuit.com and looked around and found this:

http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K11/ContentPackage/Core/Multi_User/task_multiuser_setup_non.html 

I plan on backing up QuickBooks to an external drive
Instal QuickBooks on server and a total of two PCs Windows 7
On server store the backup on a mapped-shared drive
Open up as multi User
Then on the PCs open up this company database that is on the share drive.

Any suggestions is appricated?

Thanks
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Question by:jsarinana
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John Hurst earned 500 total points
ID: 38743473
QuickBooks on a server should work just fine. I do this at all my clients.

1. Make sure your client has a multi user license. You cannot do the above on a single user license.

2. Close down Quickbooks on any computer that has it installed.

3. Install the QB Server Engine (but not the QuickBooks application) on the server.

4. Make a folder for the company ledger on the same physical partition as the Server Engine.

5. Move the company data files (but not .ND) to the folder above. Make sure no data files remain on local machines.

6. On the first client workstation, map the ledger folder like you would map any other folder. Do not browse - use proper mappings.

7. Open QuickBooks. Make sure no company is open. Use File, Utilities to make sure Host Multi User Access is unchecked.

8. Now use the QB senter dialogue window to open an existing company. Navigate to the server folder and open it. Again make certain Host Multi User Access is off (unchecked). Switch to Multi User Mode (different than Host Multi User Access).

9. All should be well with the first computer.

10. Now start QuickBooks on the other computers, ensure Host Multi User Access is off (it should be) and use the center dialogue window to navigate to and open the company file. It will automatically go to Multi User Mode.

Good luck, and please let us know if you have issues.

.... Thinkpads_User
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by:jsarinana
ID: 38744273
Thanks Thinkpad_user
To onfirm
Steps
3. QB Server Engine (I use the same CD to install from correct?)

4. Company ledger folder (this will be a shared folder that users will map to correct?)

5. Company data you are ref. to is it intuit\quickbooks\company files ?
I see two folders letters-templates and images I also see 3 files .QBW, .QBW.nd and .QBW.tlg
I do not move all folders and files excluding the .QBW.nd correct?
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Expert Comment

by:John Hurst
ID: 38744332
Step 3:  Yes, you use the same CD. The install has 3 options: One computer only (which is the correct option for Workstations in a multi user environment); Multipe computers (which is for Host Multi User Access that you do not use); and server (no QB application). Use the 3rd option.

Step 4: Yes, the server folder can be a shared folder - no issue. Be sure to map with a server script, Explorer, Tools, Map Network Drive, or NET USE Z: \\....

Step 5: "Company Data files" are the QuickBooks data files and they are the .QBW file (data), .TLG file (transaction log), and .ND file (license file). Move the .QBW and .TLG to the server. Do not attempt to move the .ND file. It will disappear when you move the other two out.

Please let us know if we can assist further. .... Thinkpads_User
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Author Closing Comment

by:jsarinana
ID: 38760203
Thanks for the help, I did not have a chance to do this myself. My client ended up purcahsing an upgrade from 2011 to 2013 setup was included. I ended up letting support in remotely and having them complete the setup.
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Expert Comment

by:John Hurst
ID: 38760226
Thansk for the update. I was happy to help you with this.

.... Thinkpads_User
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