Installing and configuring QuickBooks for a multi-user or network environment
Overview

Note: If you were referred to this article from a error within QuickBooks, please read Errors when using QuickBooks

Detailed Instructions

This article provides a central location for articles that assist you in installing and configuring QuickBooks for a multi-user or network environment.

The links are presented in sequential order. Depending on your environment, you might be able to skip some links. For example, if you are setting up a QuickBooks server on a Windows system, you would not need to look at the articles that talk about Linux.

When you finish an article, click Back on your browser to return to this article.

Install QuickBooks
If this is your first time installing QuickBooks on a workstation or server computer, this article guides you through both types of installation.

Installing the Linux Database Server Manager
This article walks you through installing the Linux Database Manager that is found in QuickBooks Enterprise Solutions 7 or higher.

Settings required for network firewalls
QuickBooks requires that certain ports and programs be given full access through your firewalls. This article identifies these ports and programs, based on your version of QuickBooks.

Setting up a new company file
If your company file is not yet set up, follow the steps in this article to get your company file ready to go.

Moving your company file
If you are ready to move your company file to your QuickBooks server, this article shows you how.

Setting access permissions for QuickBooks in Microsoft Windows XP
Once you have moved your company file, you need to set up permissions so that QuickBooks and all your QuickBooks users have full access to the company file.

Setting access permissions for QuickBooks in Microsoft Windows Vista
Setting permissions in Windows Vista differs from setting them in Windows XP. This article shows you how to set up permissions in Windows Vista.

Create a Samba share on a Linux server
If you are using a Linux server to host your QuickBooks file, this article shows you how to configure Samba to allow your QuickBooks users full access to the company file.

Open a company file in multi-user mode
This article walks you through configuring QuickBooks so you can share your company file with other QuickBooks users.

Use the QuickBooks Database Server Manager
This article describes how to configure the QuickBooks Database Server Manager running on a Microsoft Windows-based computer.

Configuring the Linux Database Server Manager
If your QuickBooks server is running Linux, use this article to configure the Linux Database Server Manager.

Mapping a network drive in Microsoft Windows Vista, Windows XP or Windows 2000
Now that your server is ready to go, configure your Windows-based computer to access your QuickBooks share.

Opening a company file that is on another computer or file server
Once your QuickBooks share is mapped, this article shows you how to access your company file on the server.

Adding users and giving them access
If you have a multi-user environment set up, but have not added users, this article shows you how to create users and give them access to your QuickBooks company file.

For more detailed information on configuring QuickBooks on a network, refer to Network/Multi-User Setup.

KB ID# 829e206e
12/3/2008 7:42:15 PM