All that you needed to know about QuickBooks Database Server Manager - Install Update and Set Up
QuickBooks is one of the most used accounting and bookkeeping software available in the market today. This application by Intuit makes day to day business operations very easy and also saves time. That’s why small and medium-sized businesses depend a lot on QuickBooks. A key tool of this application is the QuickBooks Database Server Manager. As it has been observed that most of the users have to go through a lot of hassle to install, update and set up the QuickBooks Database Server Manager. So, in this article we will discuss in depth all about the QuickBooks Database Server Manager.
What is QuickBooks Database Server Manager?
Below are the features of this tool.
- The QuickBooks Database Server Manager basically creates Network Data Files. This tool does it for all the company files that are stored in the host workstation. If you are on multiple versions of QuickBooks Desktop, then in that case you have to install QuickBooks Database Server Manager for each of them.
- If you install this tool, you will be permitted to multiple version of QuickBooks processes.
- Ensure that you install QuickBooks Database Server Manager for each QuickBooks Desktop that are installed in the system
- Note that this tool once you install on your computer adds a user to the QuickBooks Desktop
- Make sure that the latest version of QuickBooks Database Server Manager is installed.
The QuickBooks Desktop Database Server Manager also helps the users to make optimal usage of QuickBooks desktop software and also to create the network data file for the company on the host computer.
Few Facts about QuickBooks Database Server Manager
Below listed are few facts related to QuickBooks Database Server Manager:
- The QuickBooks Database Server Manager is responsible for generating Network Data documents for any provider files that are saved on the server computer. In case, the user is making use of a number of versions of QuickBooks Desktop then in that case the user have to install each version of the Database Server Manager
- By installing multiple version of the Database Server Manager the user can also get multiple variations of processes. Most of the users confuse it with multiple versions of software which is incorrect. This tool basically provides the users with multiple variations of processes but not multiple versions of the software
- In case, the user is using multiple version of QuickBooks Desktop then it is very important to set up the Database Server Manager for every version in the chronological order.
- The loading of the Database Server Manager guarantee that the year’s database is presently running in the background. In the Windows services interface, these types of services are listed as the QuickBooksDBXX. The xx here represents the version number.
- When QuickBooks Database Manager is installed for every QuickBooks variant it adds a user.
How to Download QuickBooks Database Server Manager?
- The
first thing to do is to open the QuickBooks Installer, and start with the
Installation Wizard - After
this you have to connect with the internet and the click on Next - Now
read the Software Agreement carefully and then accept the Terms and Conditions
followed by clicking on Next - Once
done you have to click on Custom or Network Options - Now
select the method of installation - If
needed, you have to type your license number - Tap
on Yes and then Allow access - Once
done, follow rest of the instruction and complete the installation process
How to Install QuickBooks database server manager?
Step 1: Firstly, the user has to double click on the installer to the QuickBooks and then start with the Installation Setup Wizard.
Step 2: Once done, choose the Next option if the system has internet and is equipped to download an upgrade. Or else select the No option then click on the Next tab.
Step 3: Now shut down any active application and then hit on the Next option
Step 4: Once done, you have to read the terms of the “Software License Agreement“. After reading select the “I accept the terms in the license agreement“, followed by selecting the “Next” tab.
Step 5: After this the user have to choose the ‘Custom or Network options icon.
Step 6: Now you have to click on the setup type:
- ‘I’ll be utilizing QuickBooks on this computer AND
I will be saving’… if you
will run the QuickBooks program on this computer system. - Now choose ‘I will NOT be using QuickBooks on
this computer’… if you will only
store QuickBooks information on this computer.
Step 7: Nowselect the “Yes” option and then click on allow access.
Step 8: After this you have to enter the ‘License Number and Product Number’ (the text at the bottom of the window lets you know where to look for this).
Step 9: Now you have to follow the on-screen instructions to complete the installation process.
Step 10: Once done, setup the Database Server Manager
Step 11: You also need to Set your firewall permissions.
Step 12: Finally Update Database Server Manager
How to Update the QuickBooks Database Server Manager (QBDSM)?
The updation of QuickBooks Database Server Manager is needed due to few reasons. You should note that, when a new version of QuickBooks is installed in the system or a new update is released then it is compulsory for the user to update the QuickBooks database server manager. Below are the steps to update the QuickBooks Database Server Manager.
Step 1: Firstly, you need to download the patch from “Update QuickBooks Desktop to the release”
Step 2: After the patch setup is complete, reboot the host. This is considered a very important step.
Step 3: Now that the server has been updated, on the workstations, you will get the following message stating: “The company file has to be updated to work with this version of QuickBooks Desktop“
Step 4: Now will come across a prompt “Create a backup”. This is needed since these updates can change the database structure
Step 5: In the last step you have to follow the prompt message and complete the backup process and once this is done you will be able to open the company file.
How to Use and Set-up QuickBooks Database Server Manager (QBDSM)?
Like the upgradation process, you also need to follow few steps to set up the QuickBooks Database Server Manager. So, below are few steps that you need to abide by do complete the set up process of the tool.
Step 1: The first thing to do is open “QuickBooks database server manager” and then scan the files that are to be used for the multi-user access.
Step 2: After that you have to scan the “Company files” on the server, so as to make sure that the files are configured properly to provide them access to the multiple users. Below are few steps that you are required to follow:
- Go to the start button first
- After that click on the All Programs option, as well as on QuickBooks folder. You will also need to tap on Scan folders.
- Now scan the folders and verify the folders as well that stores the QuickBooks company files. In case, you are not aware of the file location, then he/she can select to Scan the entire disks.
- Once done, you have to click on the Scan button and start with the scanning procedure.
- After all the folders are scanned, the other users will be have the access to open company files remotely.
Step 3: To ‘Add new company files’ to the server you can use the Monitored Drivers feature’ and then keep the database server manager up to date.
- Now go to the Start button and then click on the Program option
- You will also have to click on QuickBooks and also on the QuickBooks database Server Manager
- In case, you want to keep a check on the local drive for the company file, especially the ones that have been added, removed, or renamed then you have to click on the select option.
Step 4: You have to ensure that the company files are connected to the server and all users are logged into the company files
Step 5: If you want to modify the ‘Status of the Service’ then you have to implement the ‘Service administrator tool’ and then you have to configure the service
Step 6: Lastly you have to use the ‘Update features’ tab and then download the latest update to the QuickBooks Server.
- For this,
you have to tap on the Start button and then click on the program option - After that
you will have to click on QuickBooks and also on the QuickBooks Database server
manager - Now choose
the Updates option - You can
install the updates by following the below mentioned instructions
Dynamic Ports is used by QuickBooks Desktop 2019. These are basically port numbers that are assigned during the installation so as to make sure that QuickBooks Desktop is given port entirely. You will come across all these numbers in the QuickBooks Database Server Manager.
QuickBooks Database server manager tool can:
- An
essential aspect of multi-user access is that QBDSM can scan folders and
QuickBooks company files - This tool
also checks the local storage devices to look for a new company file on its own
System features
To find any information about the system, where the database server is installed, makes use of the system feature.
- The user will have to click on program in the start menu, and then on QuickBooks and on QuickBooks database server manager
- After that, the user will have to click on system option
- And lastly, check the system information for the system which has the database server installed
Conclusion!
Through the above ways you can install, update and set up the QuickBooks Database Server Manager. However, if you face any kind of issue in doing these steps then you can always seek assistance from QuickBooks support service providers who are basically well-trained experts.