Install, Update, and Set up the QuickBooks Database Server Manager

Install, Update, and Set up the QuickBooks Database Server Manager

As you already know the importance of the QuickBooks Database Server Manager. It allows you to configure the QuickBooks Server for multi-user access. This database manager tool creates network data file(.ND) for any company file on the host computer.

Database server manager installation is compulsory because without installation you cant use multiple version of QuickBooks Desktop software. You can connect with the host computer and perform multi-user task. Therefore, Here we are going to describe this step by step guide to teach you to Install, Update & Setup of QB database server manager. if you are not sure to do this then get help from an expert to save your time and effort.

It can perform the following activities for you:

  • Scan the QuickBooks company file which is necessary for multi-user access.
  • Examine the local storage device to detect a new company file automatically.

Important: If you try to install QuickBooks desktop please go to the How to Install QuickBooks Desktop page. This article provides the step by step guidelines to install, update and set up of QuickBooks Database Server Manager(QBDBSM).

Note: The QuickBooks Desktop requirements for optimum file performance on the network, you can install and set up this tool on the computer where the company files are.

Some Quick Tips

  • QuickBooks Database Server Manager (QBDBMS): QBDBMS creates Network Data files and stored the company files on the host computer. If you want to use Multiple versions of QuickBooks Desktop than you should install each version of the Database Server Manager.
  • Multiple Version: If you installing multiple versions of Database Server Manager it will give you only multiple versions of processes but it cannot provide multiple versions of the software.
  • When you want to use multiple versions of QuickBooks Desktop, you may install the Database Server Manager in a chronological order from oldest to newest for each version.
  • Clear that the year’s database services are running in the background when the Database Server Manager works for each year. Sure that the services of Windows interface which accessible via the Windows and the Control Panel than this service is listed as QuickBooks DBXX, where the XX shows the number of versions (ex.”27″ is for QuickBooks Desktop 2018 and “28” for QuickBooks 2019).
  • Add a User: Each QuickBooks versions add a user when the QB Database Server Manager is installed. (ex. QBDataServiceUser28 for 2018 and QBDataServiceUsers27 for 2017).

How to Install QuickBooks Database Server Manager

  • Double click on the installer for your QuickBooks and start the installation of the Wizard.
  • If the computer has access to the internet and able to download an update click on Next. If your computer not connected to the internet then click No, and click Next.
  • Close all the open program and click Next.
  • Read carefully all the terms of the Software License agreements. If you agree to terms and conditions than select I accept the terms in the license agreement and click Next.
  • Choose Custom or Network Options.
  • Select an install type:
    Select I’ll be using QuickBooks on this computer AND I’ll be storing…. when you will run the QuickBooks program on this computer. Select I will NOT be using QuickBooks on this Computer…. when you will only store QuickBooks data on this computer.
  • Choose Yes, allow access.
  • Enter your License Number and Product Number.
  • To complete installation follow the on-screen instructions.
  • After the installation setup the Database Server Manager.

Read also: QuickBooks Connection Diagnostics Tool

How to update QuickBooks Database Server Manager

Systematically, it should be important to update the Database Server Manager. Mostly, it is important when an acritical update to a current year is released Or the new year of QuickBooks Desktop is installed on the workstations.

Note: The patch for the workstation is the same for the patch for the server.

  • After the installation completes, then you reboot your server. (This is strongly compulsory).
  • After the server has been updated on the workstation then you get that the message: The company file needs to be updated to work with this version of QuickBooks Desktop.
  • When the updates can modify the database structure than there will be a prompt to create a backup.
  • You should be able to open the file when you follow the prompts and after completing the backup.

How to Set Up and use the QuickBooks Database Server Manager

Install,-Update,-and-Set-up-the-QuickBooks-Database-Server-Manager-infographyThis Database Server Manager tool can:

  • Scan your folders and QuickBooks company files which need to be configured for multi-user access.
  • The monitor Local hard drives are used to configure new company files automatically.

How to Open the QuickBooks Database Server Manager

  • Go to Start button, click on Programs, click on QuickBooks, and then click on QuickBooks Database Server Manager.

QuickBooks Database Server Manager

Scan your Folder features

When you store all company files on the server must be scanned once to ensure that they’re configured to allow other users access to these company files easily.

  • Go to Start button, click on All Programs, click on QuickBooks Folder, and then click on QuickBooks Database Server Manager.
  • Click on Scan Folders.
  • Scan Folders: Check which folders contain QuickBooks company files. If you do not know where are the files then you can select to scan entire disks.
  • Click on Scan Button to begin the scan. The display bar will show that which folders are being scanned. Once you scan these
  • folders so that other users can open company files remotely. Another user easily to handle the file.
    The company files are configured in the scanned folders for multi-user access when the scanned completely.
Add Folder:

 

QuickBooks Database server manager to add folder

Click on add folders button and select the folder you want to add. The position of this folder under the folders that contain the QuickBooks company file.

Remove the folder:

QuickBooks database server manager to remove folder

You can remove the folder by clicking the folders that contain QuickBooks Company file and then click the Remove Folder.

 

QuickBooks database server manager scan folder

Now you click to scan the folders listed under the folders that contain QB company files. After completing the scanning you will see the list of company files found on that folder

Monitored Your Drives Feature

You can use the Monitored Drives features to keep your QuickBooks Database Server Manager up to date when you add new company files to your server.

  • Go to Start button, click on Program, click QuickBooks, and then you click QuickBooks Database Manager.
  • Click on the Monitored Drives tab.
  • If you want all local drives that you want to be monitored for company files that are added, removed, or renamed than click to select.

Monitored Drives

Note: It’s not possible to display and monitor the mapped drive.

Your Database Server features

 

Database Server

Open your QuickBooks Database Server Manager to determine:

  • The list of users logged into each company file and the company files connected to the server.
  • The status which shows the QuickBooks Database Server services. The services should be running when the server is hosting the company files.
  • If you want to change the status of the services that you use the Services Administrative Tool to configure the service QuickBooksDBXX.

Updates Features

 

Updates

You can use updates features to download updates to the QuickBooks Server and to view the versions of the QuickBooks Server.

  • Go to Start button, click on Program, click QuickBooks, and then you click QuickBooks Database Manager.
  • Click on Updates.
  • To install updates follow the onscreen instructions.

System Feature

 

Database server manager System

To find the system information about the computer where the database server is installed use the System feature.

  • Go to Start button, click on Program, click QuickBooks, and then you click QuickBooks Database Manager.
  • Click on the system.
  • Check the system information for the computer where the database server is installed.

Read also:  QuickBooks Install Diagnostic Tool

I hope that this post will help you to learn the process of installation, Updating & Setting up your QuickBooks Database Server Manager. If you still any doubt or need any kind of support related to QuickBooks then feel free and Talk to a certified Proadvisor, Dial 1-855-441-4417 toll-free.



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