How to Use QuickBooks Database Server Manager Properly?

Author: Quickbooks Service

A company file is an important financial record of a business. Most of the businesses use QuickBooks to manage their company file. QuickBooks provides its two versions: the first is QuickBooks Online, which is run on a Web server and allows one or more users to access company files through the cloud. The second is QuickBooks Desktop, which runs in a local network, that allows multiple users to access company files through QuickBooks Database Server Manager. So, to manage multiple users in QBDT, you have a proper idea about QBDBSM.

Here we are discussing how to use QuickBooks Database Server Manager properly and provide its benefits and features in detail.

What is QuickBooks Database Server Manager?

The QuickBooks Database Server Manager helps to user by organizing applications that enable the company file to be accessed by more than one person logged in at the same time on QuickBooks Desktop. It make easy for the user who creates network data files for the company file present on the host system or workstation. These network files store important information about a company file resource to access team members on a network. Ultimately, QuickBooks Database Server Manager facilitates multiple users working with the same company file by enhancing the team members.

Features of QuickBooks Database Server Manager

The QuickBooks Database Server Manager provides many features to optimize the performance of QuickBooks in a multi-user setting. Describe some features:

Create Network Data Files

Network data file refers to the system design to transform data from two or more access computer files for the use of system control, transmission lines, and data switching. QBDSM is used properly to scan and create network data files for every company's files on the host workstation.

Automatic System Update

The automatic system update ensures that QBDSM stays current and compatible. When a user installs a new version of QuickBooks Desktop, QuickBooks Database Server Manager self-updates to function optimally with the updated version.

Security Management

QuickBooks Database Server Manager provides the best security management. It stores data company files on the host system, so that the company has complete control over its financial data.

Multiuser Access It allow Multiple users to access company files in QuickBooks Desktop. Here, QuickBooks Database Server Manager performs this action accurately and securely.Step-by-Step Guide to Using QuickBooks Database Server Manager Properly

QuickBooks Database Server Manager is a QuickBooks tool and only one of the multiple versions of QuickBooks Desktop over a local network, enabling multi-user access. We’ll properly guide you on how to install and update the process of using the Database Server.

Installation Process of QuickBooks Database Server Manager
  • First, close all open programs on your server system, including QuickBooks.

  • After opening the QuickBooks installation file, set up the named Install_QuickBooks.exe.

  • You follow the instructions on the monitor.

  • Ensure the internet is connected, click on Next to download updates; otherwise, click No and then Next.

  • After that, close all programs and click Next. Then accept the software license agreement.

  • When QuickBooks asked you to choose an installation type, select custom and network type. Don’t select express.

  • You can choose the one option for network setup and click Next. Both options install the tools, and the existing company data remains safe.

  • Select one option for your network setup:

  • You can follow all the steps and click Install.

  • Once you install the server on your desktop, QuickBooks creates a new Windows service for that version of Database Server Manager. After you ensure it has folder access permissions.

How to use QuickBooks Database Server Manager

  • Detect the QuickBooks Database Server Manager tool from the Windows Start menu.

  • Next, in the QBDSM server, connect the scan folder tab and click the Browser option to add your folder. After you find and select the folder containing your computer file, click ok add the folder to the QBDSM.

  • After adding the folder, you click the scan button. The QBDSM will scan the folder, create network data files, and set up necessary permissions for multi-user access.

  • After the scan folder, check the scan results tab to confirm the successful detection of your company files. These files are now ready for multi-user access.

  • You can see the monitored drives feature to check your company files. By selecting the drives that store your company files, the QBDSM will observe these locations and automatically manage permissions whenever a new company file is stored.

Conclusion

This article will guide how to use the QuickBooks Database Server Manager properly, along with the steps to install and set it up. We also provide in-depth, guided step-by-step troubleshooting methods so you can fix common problems with the QBDSM yourself. If you are facing the same issue and are unable to host your company file over a shared network or server, feel free to contact our QuickBooks ProAdvisor to resolve your problem instantly.