Intuit QuickBooks Desktop Enterprise
[Pages:26]Intuit? QuickBooks? Desktop Enterprise
Installation and Setup Guide
Copyright
Copyright ? 2017 Intuit Inc. All rights reserved.
First printing, September 2008
STATEMENTS IN THIS DOCUMENT REGARDING THIRD-PARTY STANDARDS OR SOFTWARE ARE BASED ON INFORMATION MADE AVAILABLE BY THIRD PARTIES. INTUIT AND ITS AFFILIATES ARE NOT THE SOURCE OF SUCH INFORMATION AND HAVE NOT INDEPENDENTLY VERIFIED SUCH INFORMATION. THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE.
Trademarks and Patents
Intuit, the Intuit logo, QuickBooks, QuickBase, Quicken, TurboTax, ProSeries, Lacerte, EasyStep, and QuickZoom, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such. Features and services within QuickBooks products may be the subject matter of pending and issued U.S. patents assigned to Intuit Inc.
Important
Terms, conditions, features, service offerings, prices, and hours referenced in this document are subject to change without notice. We at Intuit are committed to bringing you great online services through QuickBooks. Occasionally, we may decide to update our selection and change our service offerings, so please check the QuickBooks website at for the latest information, including pricing and availability, on our products and services.
Contents
Welcome
Audience of This Guide 4
Technical Support 4
Chapter 1. Installation Summary Preparation 5 Installation 5 Setup 5
Chapter 2. Preparing to Install QuickBooks Desktop Enterprise Installation Options 7 System Requirements 8 Integration and Compatibility Requirements 9 Firewall and Antivirus Software Compatibility 9 Testing Your Network Bandwidth 9 Backing Up Your Previous Accounting System 10
Chapter 3. Installing QuickBooks Desktop Enterprise Installing QuickBooks Desktop Enterprise Software 11 Configuring Database Server Manager 12 Scanning Company Files 13 Monitoring Your Hard Drives 13 Providing Access to Company Files 13 Setting Up Multi-User Hosting 13
Chapter 4. Setting Up QuickBooks Desktop Enterprise Activating Your QuickBooks Desktop Enterprise Software 15 Updating Your Company File 16 Creating a Company File 17 Converting Data from Other Applications 18 Reviewing and Completing Your Company Setup 19 Setting Up Users and Role 21
Appendix Frequently Asked Questions 22
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Welcome
Welcome to Intuit QuickBooks Desktop Enterprise Financial Software. Use this guide to install and set up QuickBooks Desktop Enterprise.
Audience of This Guide
The QuickBooks Desktop Enterprise Installation and Setup Guide has been prepared for two types of users:
? A system administrator who understands network operations and has permissions to properly install and configure the QuickBooks Desktop Enterprise software.
? A financial professional or office manager who understands the company's financial needs, can set up a company file, knows which users should access the company file, and knows what areas of QuickBooks they need access to.
Technical Support
Call 866-340-7237 to speak with the QuickBooks Desktop Enterprise support team or visit for support options and answers to frequently asked questions.
Intuit offers a Subscription1 that includes product upgrades, technical support, training tools, and data protection services
You can also visit the QuickBooks Desktop Enterprise User Community at to connect with other Enterprise users and experts to ask questions and share advice.
1 . If you choose to purchase QuickBooks Desktop Enterprise using the Monthly Payment Plan or QuickBooks Desktop Enterprise with Hosting, you elect to pay your annual subscription in equal payments over the course of 12 months. Purchasing an annual subscription for QuickBooks Desktop Enterprise commits you to a 12-month term. You must pay for all 12 months of the subscription in full based on the then current rate of QuickBooks Desktop Enterprise. If you choose to cancel inside the first 60 days, you can opt to receive a refund per the 60 day money back guarantee (see for details). However, if you choose to cancel after the first 60 days and prior to the end of month 12 you will be subject to a termination fee equal to the amount of monthly payments left on your annual subscription. For purpose of clarity, if you pay for 6 months and have 6 months remaining on your annual subscription, which starts at date of enrollment, you will be charged a termination fee equal to the then current monthly fee of QuickBooks Desktop Enterprise multiplied by 6 months (remaining months left on annual subscription).
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1 Installation Summary
This chapter summarizes the steps involved in installing and setting up QuickBooks Desktop Enterprise.
Preparation
Preparing to install QuickBooks Desktop Enterprise is covered in Chapter 2 starting on page 7. These tasks are best performed by your system or network administrator. 1. Determine your network configuration and review installation options. 2. Verify network and computer system requirements. 3. Back up prior accounting system data.
Installation
Installing QuickBooks Desktop Enterprise is covered in Chapter 3 starting on page 11. These tasks are best performed by your system or network administrator. 1. Install QuickBooks Desktop Enterprise software.
NOTE: For Linux server installations, see the FAQ on page 22. 2. Set up the QuickBooks Database Server Manager. 3. Set network sharing and permissions to the folder that contains your QuickBooks
company file. 4. Turn on multi-user hosting on your server.
Setup
Setting up QuickBooks Desktop Enterprise is covered in Chapter 4 starting on page 15. These tasks are best performed by a financial professional or your office manager. 1. Activate QuickBooks Desktop Enterprise.
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2. Set up your company file:
? If you are using QuickBooks Desktop Enterprise for the first time, create a new company file.
? If you are upgrading from a previous version of QuickBooks Desktop Enterprise, or from QuickBooks Desktop Pro or Premier, update your existing company file.
? If you are switching to QuickBooks Desktop Enterprise from another accounting system, convert your accounting data into a QuickBooks Desktop Enterprise company file.
3. Add users and set access permissions.
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2 Preparing to Install QuickBooks Desktop Enterprise
IMPORTANT: Read the following information to determine what you need to know before you start to install and configure QuickBooks Desktop Enterprise. These tasks are best performed by your system or network administrator.
NOTE: For Linux server installations, see the FAQ on page 22.
Installation Options
IMPORTANT: To enable multiple users to work on QuickBooks Desktop Enterprise at the same time, a dedicated computer must run the QuickBooks Desktop Enterprise Database Server Manager and store the company file. The QuickBooks Desktop Enterprise application is then installed on each user's computer. During installation, you are presented with three installation options:
? I'll be using QuickBooks on this computer: You use QuickBooks on this computer, but the company file is located on a different computer.
? I'll be using QuickBooks on this computer, AND I'll be storing our company file here to it can be shared over our network: This may be a server computer that is also actively used as a user workstation. Or in a peer-to-peer network, this should be the fastest user workstation. Use this option if you are installing QuickBooks Desktop Enterprise on a terminal server (software and company data on a remote computer).
? I will NOT be using QuickBooks on this computer. I'll be storing our company file here so it can be shared over our network: This is typically your server. This will install the QuickBooks Database Manager only and does not require an additional user license.
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System Requirements
The following table provides the hardware and software requirements for installing QuickBooks Desktop Enterprise. See for the most current system requirements.
Hardware/Software
Processor
RAM
Disk Space
4x CD-ROM Drive
Monitor
Operating Systems Supported (U.S. versions with Regional Language set to U.S. English recommended)
Minimum Requirements
2.4 GHz
4.0 GB (8.0 GB recommended)
2.5 GB (+ additional space for company files)
Required unless downloading via Intuit server.
Display optimized for 1280 x 1024 screen resolution or higher with up to 2 Extended monitors.
? Windows 10, all editions including 64-bit, natively installed
? Windows 8.1 (Update 1), all editions including 64-bit,
natively installed
? Windows 7 SP1, all editions including 64-bit, natively
installed
? Windows Server 2012 R2, Windows Server 2008 R2 SP1
For Database Servers: Windows: Windows Server 2012 R2, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed. Linux: When using QBES Database Server-only installation ? OpenSuse 42.1, Fedora 23, Red Hat 7 (Update 2) NOTE: Natively installed means it was installed on a particular system or environment that it was designed for. This also means that it doesn't need to run in a virtual environment or emulation software.
Disk Space Requirements for Additional Software
Microsoft .NET 4.6 Runtime
60 MB, provided on the QuickBooks CD
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