Update Guide

Follow these step-by-step instructions to update an existing QuickBooks Desktop Enterprise installation to the most recent version.

Step 3: Configure network and server settings

Set your network up to work with QuickBooks in a multi-user environment

  • Open the QuickBooks Database Server Manager by clicking the Windows Start button > Programs > QuickBooks > QuickBooks Database Manager.

  • Click Scan Folders.

  • Add the folder where your company file is located.

  • Scan the folder. Your company file should be listed at the bottom of the window.

  • Close the Database Server Manager.

Run security settings and permissions diagnostics

Play it safe by running some important diagnostic tests on your security settings and permissions. Here's what you need to do:

  • Create a new folder on the desktop and name it "Tool."
  • Download our QuickBooks Desktop Enterprise Diagnostic Tool.
  • Enter your email address and read the Terms and Conditions. You must agree to these before downloading and using the Tool.
  • When the File Download window appears, click Open.
  • When the WinZip window appears, click the Extract icon, then browse to the Tool folder you just created.
  • Click the Extract button.
  • When asked for a password, enter "intuit" and click OK.
  • Go back to the Tool folder, find the QBConnectivity.exe file and double-click it to launch the Tool.
  • When the QuickBooks Connectivity Analysis Tool opens, click Scan Folders.
  • Click Add Folders and go to the location of your company file.
  • Click Scan. This sets the correct read/write permissions for the folder containing your company file.
  • Click the QB Connection Troubleshooting tab. Network components are color-coded. Green indicates a component that's working fine. Blue indicates a component that might cause problems. Red indicates a component that will cause problems.
  • To open the Windows firewall, click Open Ports.

    Note: If you have a third party firewall other than Zone Alarm, McAfee, Norton or Trend Micro, it may or may not be detected here. If it's not you will need to make sure that your anti-virus program works with QuickBooks. Click here to view the open ports you need for QuickBooks to work properly or see how to manually configure exceptions and ports needed for your firewall software. If these solutions do not resolve the issue, visit the Intuit QuickBooks Community site or contact a technical support agent for additional guidance.

  • To test connectivity, browse to the company file. If any components are red, a port may be blocked or permissions to the folder are not set properly. Click Help for assistance with fixing red-labeled components.
  • Close the Connectivity Analysis Tool.

Additional Resources

The following helpful articles from our knowledge base provide further information and insight about configuring your network and server settings.

Improving Network Performance

http://support.quickbooks.intuit.com/support/Articles/SLN54633

Proceed to the Next Step

You've finished with your QuickBooks Desktop Enterprise installation; now it's time to move on to Step 4: Upgrade the software on all your workstations.