QuickBooks 2018 Pro

BO Terry

BO Terry

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I have a client with QuickBooks Pro 2018 (network version for 3 users) running on two computers. One is W10 (acting as the "server") and is the main install location as well as one users workstation. They other is a W7 computer that I am replacing this week with W10. I can find the installation instructions fir setting up the main install but nothing for the second workstation. I know with install's like Sage, you navigate to the WINCSI folder on the "server" from the workstation and find the desktop installer inside the Desktop folder. Is there something similar in QuickBooks?

Any tips for setting up this new workstation?

Thanks!
 
BO Terry said:
I have a client with QuickBooks Pro 2018 (network version for 3 users) running on two computers. One is W10 (acting as the "server") and is the main install location as well as one users workstation. They other is a W7 computer that I am replacing this week with W10. I can find the installation instructions fir setting up the main install but nothing for the second workstation. I know with install's like Sage, you navigate to the WINCSI folder on the "server" from the workstation and find the desktop installer inside the Desktop folder. Is there something similar in QuickBooks?

Any tips for setting up this new workstation?

Thanks!
Click to expand...

Download here: https://downloads.quickbooks.com/app/qbdt/products

During install select custom install and then you'll have the option to do workstation only. The Quickbooks "Server" install does not include a workstation install directory.
 
thecomputerguy said:
Download here: https://downloads.quickbooks.com/app/qbdt/products

During install select custom install and then you'll have the option to do workstation only. The Quickbooks "Server" install does not include a workstation install directory.
Click to expand...

That's great, thanks. Will it navigate me through the remainder of the process from there? I'm guessing take the default install locations (after selecting "custom") and map a drive to the same path on the server?
 
BO Terry said:
That's great, thanks. Will it navigate me through the remainder of the process from there? I'm guessing take the default install locations (after selecting "custom") and map a drive to the same path on the server?
Click to expand...

Yep it's pretty straightforward, just map a Q drive or whatever on the server and you're good to go
 
Mapped drives are not ideal... better to use a UNC path shortcut for QB. If you don't on reboot the mapped drive will show "disconnected" and throw an error in Quickbooks.

But yes, QB doesn't have a workstation install, it has a client, and a server, and both. You pick what you want during install.
 
Sky-Knight said:
Actually by default that's just were QB Desktop puts it, even if you don't share it, there's an Intuit folder in Public Documents.
Click to expand...

And I've run across at least one cloud backup program that does not include the Public folders by default (don't remember which one, but obviously, if QB data files are not backed up to the cloud, then the customer is going to be in big trouble if/when their system crashes and the hard drive is gone).

Harry Z
 
Thanks everyone! I am heading back to the client Friday morning armed with your info. Fingers crossed!
 
Some accounting software, like Sage, and Thomson Reuters products...have desktop install folders within the shared directory. Such as with Thompson Reuters \WinCSI\ACS\Desktop that gets created in the server setup install, for example.

But Quickbooks..it's always just one big install download for all types. And like Rob mentioned above, you'll see 3x choices during the install. Need to select customize install option. It's a radio button choice.
*"I will be using Quickbooks Desktop on this computer" Run Quickbooks but company file not located on this computer. (only client gets installed).
*"I will be using Quickbooks Desktop on this computer, AND be storing the company file on this computer so it can be shared over the network". Run Quickbooks and company file will be also on this computer. (so client, and server share components get installed)
*"I will not be running Quickbooks Desktop on this computer, I will be storing the company files here so it can be shared over our network" Company file will be stored on this computer but I won't run Quickbooks on it (This only installs the Quickbooks Server Database Manager component. (my wording may be off a bit but it's the general idea).

No more CDs, you just go download the latest from Intuits site, you can quickly find the download site via Google but it's this
https://downloads.quickbooks.com/app/qbdt/products

Just select the version. Client should have the license key and product type number to enter during the install.
 
Last edited:
YeOldeStonecat said:
Need to select customize install option. It's a radio button choice.
Click to expand...

Thanks @YeOldeStonecat, this helped me get it installed. Now I have a new issue. The computer that is acting as the "server" (W10) is not visible to the other computers on the network.


I have a four computer office with a peer to peer network. As of recent upgrade (replaced some tired W7 machines), all four are on Windows 10 1903. When I view "Network" in This PC, here is what I see:
Computers 1, 2 and 3 can all see 1, 2 and 3 but NOT 4.
Computer 4 shows all 4 under Network.

1:Computer 4 has QuickBooks installed and I just installed it on the replacement Computer 2 (other QB user). Since 2 can't see 4 under "network", I can't pick it as the data source for QuickBooks. *Note, I can ping computer 4 from 2, just can't see it under Network.
2: Computer 4 has a USB printer set up to share but the other computer's can't use it. This all used to work but a I'm guessing a recent Windows update reset something. I only mention the USB printer issue because it also seems connected to permissions.

Turned on Network Discovery and File and Print sharing on for Private Network.
I have not adjusted the settings for Public network which could be impacting QuickBooks because of where the files are stored.
Enabled SMBv1 (But have since read that I should uncheck the first option re: Automatic Removal)
Reset Winsock, int ip, ip release/renew, flush dns.
Set Function Discovery Resource Publication to Automatic
Same Workgroup name.
2, 3, and 4 are wired and 1 is on Wifi.
Standard ISP wi-fi router (Arris I think) from Spectrum

I've researched and found that I need to verify the following when I next connect/go back onsite again:
Function Discovery Provider Host verify running/automatic
Network List Service verify running/automatic
Network Location Awareness verify running/automatic
 
Windows 10 resets public file sharing on every "Feature" upgrade and needs to be re-enabled in network and sharing, else create standard user accounts for each person that needs access with names and passwords.
 
Diggs said:
Windows 10 resets public file sharing on every "Feature" upgrade and needs to be re-enabled in network and sharing, else create standard user accounts for each person that needs access with names and passwords.
Click to expand...

This does not surprise me about resetting to defaults. I had actually told them that I felt that a Windows Update changed something, I just didn't know what.

So, on computer 4, the one with the QB data and the USB printer, create users for each of the people needing access. I assume they need to match the user/password they use on their individual machines, correct? And Standard is fine, they don't need admin rights, correct?

So, only on computer 4:
user4 / password4 (already setup)
add: user2 / password2 (so they can access QB and USB printer)
add: user1 / password1 (so they can access USB printer)

user3 doesn't need either QB or Printer so not necessary to add them.

computer/user2: finish QB setup and add printer
computer/user1, add printer

Any other steps/suggestions?
 
Don't worry about if you can or cannot "see" a workstation in network neighborhood.
Big question...can you go start...run.. whack whack <IP of QB's server ? For example, if the QB server was 192.168.10.11, can you go start...run... \\192.168.10.11 and bring it up?

If yes...next...can you do it via host name? Say the QB server is called ..oh let's pick something original.."server". So can you go start...run... \\server and bring it up?

Just because you can't browse network places and see computers...does "not" always mean you cannot actually hit them across the network via direct manually entered SMB path.

Might be a master browser issue, or different workgroups (which is really meaningless), or whatever is doing internal DNS for the network.

Some things to help..
*All computers in same workgroup
*All computers...TCP/IP v4 properties, Advanced button, WINS tab...change radio button to "Enable netbios over TCP/IP" on all computers in a workgroup.
 
Last edited:
BO Terry said:
So, on computer 4, the one with the QB data and the USB printer, create users for each of the people needing access. I assume they need to match the user/password they use on their individual machines, correct? And Standard is fine, they don't need admin rights, correct?
Click to expand...

Correct. Standard user accounts and using their regular name and password saves confusion. Then right click on the folder you want to share and give access to those/that user. This is particularly helpful if you want to pick and choose other folders to share with some users but not others. I would explore @YeOldeStonecat post first. You may not currently be able to browse to the folder(s) needed but they may still be accessible through correct pathing.
 
I'm just going to throw out there that at this point... if you consider yourself a "professional" and you don't know Microsoft's Network Browser is a horrible, buggy, inconsistent mess not to be used... you aren't a professional.

That thing has been broken most of my LIFE TIME. Seriously, use the UNC paths directly. That's how you do this. Winkey + r, then type it in... it's not hard!
 
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