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QB Database Server Manager:Complete Guide to Install, Update

QB Database Server Manager:Complete Guide to Install, Update

The emergence of Quickbooks has changed the way company’s accounting tasks were done. Now, day-to-day business financial operations are performed easily with the help of this new age software. It has remarkable features that enhance its performance and increase work productivity.

QuickBooks Database Server Manager is one such powerful feature that is essential for the smooth functioning of the QBs software. It helps you to access multi-user mode and its absence will restrict the Quickbooks software use and you will not be able to share your company files. There are many more functions of this tool that we will discuss in the future. 

This is why it is important to install this feature in your system. But the main question is how to download, install and set up QuickBooks Database Server Manager properly?

In this detailed post, you will be informed in-depth about the way to install, set up, and update QBDBSM in the most appropriate manner.

Brief Into QuickBooks Database Server Manager

Before we explore in detail, let’s learn what the QuickBooks Database server is all about. Basically, it is an important tool that enables users to enjoy the software in multiple versions.

It also creates the (.ND) network data files on the active/host system to ensure you have the latest service running in the background.

Through this tool, you can sync your company files with various systems and permit you to monitor the multi-user helps multiple users open similar company files altogether.

It is important to update this tool from time to time to avoid errors like- “Quickbooks Database Server Manager Network Diagnostics Failed Problem.” 

Uses of QBDBSM

  • This tool scans your company file to give you multi-user access.
  • It also monitors the storage device to automatically detect any new company file.

Quick Simple Tips to Follow

Before we move on to the procedure of installing, using, and updating the Quickbooks Database Server Manager, there are certain tips you need to follow. 

  • The QBs Database Server Manager creates .ND files and keeps all the files in the active system. If you desire to use its multiple versions then you need to install every version of the  QBDBSM.
  • If you install multi Database Server Manager versions then it offers you multiple processes’ versions and not the software’s multiple versions.
  • There is a chronological order to follow while installing the Database server Manager, i.e. from the earliest/oldest to the newest version.
  • Database services run in your background when the server functions every year.
  • Windows interface services can be accessed via Windows as well as the Control Panel, and you can see it mentioned in the QBs DBXX (xx refers to the versions.)
  • Each QuickBooks version includes a user when the QBDBSM is installed. (For instance, for 2018 it will be QBDataServiceUser28  and for 2017 it is QBDataServiceUsers27).

Steps for Installing QuickBooks Database Server Manager

  • Firstly, tap twice on Quickbooks Installer and initiate the “Installation Setup Wizard”.
  • Now, choose “Next” if your computer has a good internet connection to download the upgrade. Or else, choose “No” and hit “Next.”
  • After that, close the ongoing application, and hit again on “Next.”
  • Now, carefully read the “Software License Agreement” and tap on “I accept” followed by tapping on “Next.”
  • Then, choose “Custom or Network Options.”

After performing the above step, tap on either:

  • Choose “I’ll be utilizing QuickBooks on this computer and I will be saving” when you want to run the QBs program on your system.
  • Choose “I won’t be using QuickBooks on this computer” when you want to keep the QBs QuickBooks information on your system.

Important: You don’t have to fill in the license number if you choose “I won’t be using QuickBooks with this computer.” 

  • Select “Yes” and then tap on “Allow.”
  • Provide the “License and Product Number.”
  • Now, just carefully follow all instructions step-by-step to conclude the process of installation.
  • After that Setup the QBDSM.
  • Now, set the system’s firewall permissions.
  • At last, Update QB Database Server Manager.

Steps For Updating QuickBooks Database Server Manager

Updating this tool is necessary as when an update is released it comes up with extra tools and bug fixes that are required for the efficient functioning of the software. The steps are:

  • First of all, visit “Update QuickBooks Desktop to the release” and download the patch. 
  • After that, you need to reboot your host once you complete the patch. (Strongly recommended).
  • Then, you will receive a message reading: “The company file has to be updated with this QuickBooks Desktop version.”
  • Going further, you will be prompted to “make a backup.”
  • In the end, just follow the prompt to conclude the backup process. Then you can easily access your company file.

Way to Set up and Utilize QB Database Server Manager

We have already mentioned above how useful this tool is for your system and the company. Let’s learn how to set up QBDSM and its various features.

Open the Tool 
  • First of all, push the window key or tap on “Start.”
  • Then click on “Programs” > QuickBooks > “QuickBooks Database Server Manager“.
Scan the Folder

Your QB files have to be scanned to confirm that they are properly configured to allow other users to open the files conveniently.

  • Firstly, push the window key or tap on “Start.”
  • Then click on “Programs” > QuickBooks > “QuickBooks Database Server Manager“.
  • Now, hit the cursor on “Scan Folders.”
  • Now find the folder of “QuickBooks company files“. You can also scan the entire folder if you don’t know which files to scan.
  • At last, just tap on “Scan” and you will see the folders being scanned via a display bar.
Add Folder
  • The initial step is to tap on “Add folders” and choose a specific folder to include.
  • Find the folders containing “QuickBooks company file” and place them beside them.
Remove the Folder
  • You can anytime “Remove” the unwanted folder by tapping on the folders where QuickBooks Company files are stored. After that, just tap on “Remove Folder.”
Click on Scan Button
  • At last, tap on “Scan the folders.” 
  • Then, the “List of company files” will come after the scanning process is concluded.
Monitored Drive Features

You can add a new company file by using “Monitored Drive features” to keep QBDSM updated.

  • Tap on “Start” > “Programs” > QuickBooks > QuickBooks Database Manager.
  • Now, hit “Monitored Drive.”
  • Then “Remove and rename” and choose “Select“, if you need “Local drives.”

Final Words

The QB database server manager is an effective feature without which you can’t perform numerous business tasks. With this, we conclude this informative post with the hope that you have understood the installation process, updating steps, and setting up of QuickBooks Database Server Manager.

You can also communicate with Quickbooks Customer Support for additional guidance by the expert team. The professionals are ready to help any day and anytime.

Read Also:- Personalised Folders Can Boost Your Business Reputation?

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