On our old Peachtree system we had a network hard drive that was independent of our computers and we had our entire company folder sitting on it so that everyone with Peachtree installed could access and manipulate the same data. Can this be done with QuickBooks? And if so, can anyone give me some pointers as how to set it up?
Open up the manual that came with the product and read the section on setting up QB up on a server for the answer to both your questions.
Well here's the problem... I'm sort of trying to help another person do this via phone and although she does have the product manual with her, I don't think she has the technical expertise to do this. I'm trying to help her via phone, so I was hoping for a quick and easy description. I could tell her how to do it with Peachtree in a way that even she could follow but I'm not sure of the basic setup of QuickBooks. I could drive there tonight and read the book and make the move but that's 60 miles one way and I would like to avoid this if at all possible.
I'm not as expert as many on this forum, but I'll try to help. You need at least the Professional version, and each user must be on the same version. The company file resides on a central PC or server, with that drive shared, and the drive path mapped by each user. Then when each user starts QB, they 'point' to the server company file (in multi-user mode). I hope this is of some help,
Thanks that does help. I guess I need to know how to move the company file (I'm assuming that I can cut and paste the entire file to the network hard drive) and how to redirect each version of QB so that the both look for the file on the network hard drive instead of their local drives.
Its just like any other data that doesn't reside on the local drive. You can drag it directly to the server or do a c&p. The easiest way to redirect is to just open Quickbooks on each computer, browse to the company file in the new location, click open. In the future it'll remember that file location.
Allan, are the instructions in the manual, I realise I should know, but I havent looked at the manual since QB Pro7. and are the instructions the same for QB 2005/2006 Australian?
Greg
Installation instructions have always been in a small Getting Started manual.
I can only speak about the US version. I have just confirmed that the US version 2006 is different from all previous versions. The machine that the database file resides on should also be running the database engine that hosts the file for all other workstations accessing the file. Having a single engine rather than multiple engines controlling record access usually results in faster and more stable environment.
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