It's great to see you here, @JinYeh. We appreciate you for updating us that your company will undergo recent changes to the office. And we understand that before doing so, you want to ensure all adjustment steps will be correct without damaging or losing the file of QuickBooks, and that server will be changed appropriately and your client's side will learn about the changes.
Moreover, you also mentioned adjusting authorization settings. With that, allow us to share insights and lend help.
To set up QuickBooks Desktop on a private server so your computers on your network can access your company files. The setup requires you to adjust settings in QBDT, Windows, and your server.
Feel free to follow these steps:
- Set up QBDT. On a multi-user network, one computer holds your company files. This is your server computer. Computers that connect to your network but don't host your company files are called workstations.
- Set folder permissions. Follow the steps to set up folder permissions on your server computer. Make sure the folder with your company files has permission to be on your network.
- Install Database Server Manager. If you follow the steps in Step 1, QuickBooks also installs QuickBooks Database Server Manager on your server computer. This tool lets you share your company files with other computers over your network. Make sure QuickBooks Database Server Manager is installed.
- Adjust firewall and security settings. Follow the steps to configure your Firewall and Internet security settings so QuickBooks and Database Server Manager can run on your network.
- Set admin rights. Make sure the user account you use to sign in to your server computer has Windows admin rights. Also, make sure the Windows user account for Database Server Manager has admin rights.
- Use Database Server Manager. After you install the Database Server Manager, follow the steps and use it to scan the folder that holds your company files.
- Turn on hosting. Now that you've set up everything outside of QuickBooks, all you need to do is turn on Multi-user Access on your server computer. Your server computer should be the only computer with this feature on.
- Install QuickBooks on a workstation. Now that your files are hosted over the network from the server, let's install them on your workstations.
For detailed information about these steps, check out this article: Install QuickBooks Desktop on a server.
We'll also add these articles for future use:
Thank you for choosing QBDT as your daily financial software partner. We wish for more success in your business. Please feel free to come back here if you have additional questions. We'll be happy to lend a hand. Take care, and have a good one!
