Overview
NOTE: This guide does NOT cover Remote Desktop/Terminal Services
Pre-Install Requirements
- Review the current requirements
- Client version of QuickBooks must be installed and registered under the server administrator account.
- Administrator console can only be locked - not logged out of
- Be prepared to leave QuickBooks open to NO company file under the server administrator account.
The Intuit SDK (Software Development Kit) only allows QQube to communicate with QuickBooks via a client interface, and doesn't allow the use of a service to perform that communication.
Installation Choices
***Multi-User SERVER Install***
If necessary, download the latest QQube version
There are two options to install the server portion:
- At the physical console, logged in as admin
- Remote access to the console (you can use the following command from the Run menu: %windir%\system32\mstsc.exe /admin)
In order for QuickBooks to run - and communicate with QQube - the console can ONLY be locked e.g. using Ctrl+Alt+Del. If the console gets logged out of, then QuickBooks cannot run, and therefore QQube cannot talk to it, to extract the data.
The Multi-User Server portion installs three components:
- QQube Database
- QuickBooks to QQube Synchronizer Engine
- QQube Configuration Tool
It will always default to - and install - the multi-user Server option. A single-user is not allowed to be installed on a server, as a dedicated user (Administrator) exists to synch (auto or manual) without interrupting QuickBooks users.
If Excel is not installed (which is normal on a non-remote desktop server), then this option will be greyed out.
This is the default installation folder and should not be changed.
The following window will begin the file copy and component installation.
Progress Window:
Installation Finish:
***Multi-User CLIENT Install***
You will install this portion using the same QQubeinstall.exe on each desktop.
The following components will get installed.
- QQube Configuration Tool (Allowing the user to view synch logs and remotely engage in the synch process)
- Two ODBC DSN's (QQube Financials, QQube User)
- Excel Add-In
NOTE: If QuickBooks is not installed, the installer will automatically choose Multi-User Edition Client as the default choice as shown here:
QQube will attempt to find the database on the network and return the following screen:
If you see:
then please use this guide to solve your issue: Multi-User Client Cannot See Server
NEXT STEPS
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