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Ayush Sharma
Level 1

Inquiry about QuickBooks Desktop Version

Hello,

 

We have a client who is using 3 different QuickBooks Version on 3 different servers. Versions are:

1 QuickBooks Enterprise Solutions - Manufacturing and Wholesale Edition 24.0

2 QuickBooks Pro Plus 2023

3 QuickBooks Desktop Pro Plus 2024

Client Wants to dissolve the 2 servers and want to make it one means want to move all the company files under one server and if possible want to use on one dedicated QuickBooks version. I want to know if it is possible to merge the QuickBooks company file that client is using in QuickBooks Pro Plus edition to QuickBooks Enterprise solution or if we can install both Pro Plus and Enterprise Solution one a single server . Will it create any conflict? As I know that there are few QuickBooks Version that cannot be installed on a single server as it create conflict. 

 

Please Advice

 

Regards 

Ayush

6 Comments 6
Irene R
QuickBooks Team

Inquiry about QuickBooks Desktop Version

You can store all your company files on one server using a single Quickbooks version, Ayush. Let me discuss this with you and walk you through the process.

 

Since you have QuickBooks Desktop (QBDT) Enterprise Solutions - Manufacturing and Wholesale Edition 24.0, you can use this as your primary server and update other company files from your QBDT Pro Plus 2023 and 2024. You start this procedure by opening your QBDT Enterprise, then follow the below:

 

  1. Type in the Admin password, then click OK.
  2. Mark check I understand that my company file will be updated to this new version of QuickBooks, then select Update Now.
  3. Choose OK to back up your data, then follow the onscreen prompts to back up your company file.
  4. Click Yes to update your file.

 

Refer to this article for more guidance on updating your company files: Upgrade to QuickBooks Enterprise from Desktop Pro/Premier. Note that reverting to the previous company file once it's upgraded. Therefore, backing up your current file is recommended.

 

After updating your company file, you can access it through servers. You can find guidelines for remote access in this material: Open a company file on a remote computer.

 

Whether it's about optimizing QBDT workflows or if you have more questions about the QBDT company file, please don't hesitate to tag me below. I'm here to assist you at every step.

Ayush Sharma
Level 1

Inquiry about QuickBooks Desktop Version

Hi Irene,

Greetings of the day,

 

Thank you so much for sharing us with an update and sharing the solution. Yes, I would like to discuss this further and would like to know the whole process.

 

Regards

Ayush

Jeff_S
QuickBooks Team

Inquiry about QuickBooks Desktop Version

Hello there, Ayush. In line with my colleague Irene R.'s answer, I'll provide you with the steps on how to store company files on one server.

 

You can use QuickBooks Desktop on a different computer than your server. To access it remotely, you'll need to map the server or host computer as a network drive. Next, set up the computers that will access the files for multi-user mode and set the folder where the company file is stored.

 

Then, we're going to install QuickBooks Database Manager on your remote computer, here's how:

 

  1. Download & Install QuickBooks Desktop on the main computer.
  2. From the QuickBooks File menu, select Switch to Multi-user Mode.
  3. Select Yes in the Multi-user hosting setup required window.
  4. Select OK on the Multi-user setup information window.
  5. Add the necessary users by going to Company and selecting Users then Set up Users and Roles and then select New.

 

You can also refer to this article for optional steps: Open a company file on a remote computer.

 

If you need further assistance with managing your QuickBooks Desktop workflows and company files, just click the reply button. I'm always here to help.

Chrea
Level 8

Inquiry about QuickBooks Desktop Version

@Ayush Sharma 

Do you manage 3 different company files with different user access or do the same users has to access all of those company files?

Ayush Sharma
Level 1

Inquiry about QuickBooks Desktop Version

Hi Chrea,

 

I am managing 3 different company file with different user access on two different servers. Few company file are running on QuickBooks Desktop Enterprise and few of them are one QuickBooks desktop pro plus. We want to bring them under one server and transfer all the files from QuickBooks desktop Prop plus  QuickBooks enterprise. 

 

Thank you 

Chrea
Level 8

Inquiry about QuickBooks Desktop Version

You should be able to run all three versions on a single server as long as your specs are strong enough. You will need at least 8GB RAM (5 users); 12GB (10 users); 16GB (15 users); 20GB (20+ users). Consider renewing all three licenses through a reseller and get $200 cashback on each license. You can then use the savings to purchase additional RAM if needed.

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