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aabry
Level 1

data File on server computer and local machine.

Hello, I have a question regarding a data file located on a computer that I want to access from another computer on the same network, but save just that original file as the working file.  I am a fairly new user to quick books, so I'll do my best to explain below...

 

I have computer A and computer B.  A is the computer that has the data files, backups, etc.  Computer B is new, and will be used exactly like Computer A with the same program and it has access to the same files from Computer A.  The files are visible on the network, shareable, accessible, etc.  When I open the file from Computer B and edit it in quick books, I'd like to save it to the same location, just overwriting that same file, which I can do, however it also creates a file in the local computer (B).  How can I prevent quick books from saving the file on B other than where I want it saved on Computer A?  Thank you in advance

 

Andy

2 Comments
Rasa-LilaM
QuickBooks Team

data File on server computer and local machine.

Thanks for dropping by the Community about your concern, aabry.

 

Based on the scenario, we’ll have to make sure the computers are properly mapped. This way, it will not create another file on the local computer.


The Multi-User setup allows you to access your company files from other computers. When using this feature, one computer will host the company files (server computer).

 

While all other devices connected to your network that don’t host the data files are called stations. We’ll have to perform the following tasks to configure the setup.

 

 

To set up QuickBooks:

 

  1. Download and install the desktop program on your server computer.
  2. Choose Custom and Network install for the install type.
  3. Pick I'll be using QuickBooks Desktop on this computer, AND I'll be storing... if you want the full version of QuickBooks Desktop on your server computer. Or if you just want your server computer to host your files, select I will NOT be using QuickBooks Desktop on this computer...
  4. Follow the on-screen instructions to complete the installation.

 

Next, set up folder permissions on the server computer. For detailed instructions and to finish the setup, perform Steps 2-7 in this article: Set up and install a multi-user network for QuickBooks Desktop.


For future reference, this guide outlines the complete steps on how to resolve hosting errors: How to fix Error H202 and H505.


Keep in touch if you still need help with QuickBooks.I’ll jump right back in to assist further. Have a good one.

Fiat Lux - ASIA
Level 15

data File on server computer and local machine.

You can only setup one QB DB Manager on one Host in the same environment.

https://quickbooks.intuit.com/learn-support/en-us/configure-for-multiple-users/install-quickbooks-da...

 

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