QuickBooks Desktop Enterprise Installation and Setup Guide
QuickBooks Enterprise has been a marvel in the accounting industry. It has evoked an unprecedented booming revolution by facilitating businesses to accentuate their operations. This software comes with several powerful accounting and money management tools. These tools are designed to meet the needs of organizations with several users. You may think that setting up QuickBooks enterprise is a difficult task to do, but it is not so. All you need to do is follow our detailed guide, and you can install and set up QuickBooks desktop enterprise easily for your business.
Select the right version
There are several versions of QuickBooks Desktop Enterprise which are good for various businesses -
- Silver — 1 to 5 concurrent users.
- Gold — Till 10 concurrent users.
- Platinum — Till 30 concurrent users.
How to install QuickBooks desktop?
Before you install it, decide whether you want to host the company file locally on a desktop or server. By doing this, you can decide how to get the application configured.
- Local file — Install QuickBooks desktop and company files and then enable multi-user access. Users can connect through the QuickBooks database server manager.
- Hosted file — Install QuickBooks desktop locally but keep the company file on Intuit s QBES server. Users can access the file online.
Once you have selected the hosted approach, it will let you secure multi-location access. But that depends on internet connectivity as well. If you want offline access, you can go local. So, you have got to plan networking and connectivity accordingly.
Assign user roles
You need to figure out which users need which level of access within the QuickBooks enterprise:
- Admin — Give full access to features as well as settings.
- Single-user admin — Give admin access but in single-user mode.
- User — Standard access with limited features only.
- Reports — View reports and dashboards but do not perform data edits.
Finally, you must set user permissions to the required function through the user list or ELM. Then, control access to sensitive financial data.
How to install QuickBooks Desktop Enterprise?
- Start QuickBooks enterprise installation.
- Activate the subscription license using the license manager.
- Download QuickBooks desktop enterprise installation executable from Intuit.
- Run the installer.exe file and follow the online prompts to install.
- Select the folder location for installation. The default location is the C drive.
- Give some time for unpacking files and copying components.
- Reboot once the installation is done.
The installation will help set up the database, drivers, integrations as well and other frameworks that are required before the creation of the company file.
How to create a new company file?
- Initially, hit a click on “Create new company file”.
- After that enter business info and industry.
- Further, select preferences for payroll, inventory, etc.
- Review the summary and click OK.
- Name the company file. QBW extension.
- Put the location to store it locally or host it.
You need to use Express Start if you have a new business. Otherwise, import existing data if switching from another system.
How to install a QuickBooks database server manager?
- Download and run the database server manager installer.
- Specify the ports. The default one is 8019.
- Select the file location and put in login details.
- Configure settings for remote connections.
As the database server manager runs, users can access the shared company file from other desktops.
Conclusion
Following the steps above, you can install and set up QuickBooks desktop enterprise. But if by any chance you feel stuck, all you need to do is reach out to us at 1–800–761–1787. Our QuickBooks error support team will be happy to assist you.