Upgrade Guide

Step-by-step instructions for upgrading from QuickBooks Desktop Pro and Premier.

Step 2: Install QuickBooks Desktop Enterprise

Download QuickBooks Desktop Enterprise

Before you move on:

Make sure you've completed all the items in Step 1. It's important to install the same version of Enterprise on all computers.

If you haven't already done so, now it's time to download the latest version of Enterprise. Then proceed with the steps below, which will instruct you when to open the file.

Install QuickBooks Desktop Enterprise software on the server

  • Close all running programs, including anti-virus programs.
  • Double-click on the file you've just downloaded. Note: if you ordered the optional backup CD, you can also install from that; however, we recommend installing from the download in order to make sure you have the latest version.
  • Follow the onscreen prompts until you reach the Choose Installation Type window.
  • Choose the option you want to install:
    • Choose Express to let the installer automatically make the best choice; or Select the Custom and Network option to customize installation and location.
    • You'll be asked to select one of the following three options for how QuickBooks will be installed. Note that the option you choose is likely to change depending up on whether you're installing on a server, terminal, or workstation.
    • I'll be using QuickBooks on this computer, but the company file will be located on a different computer.
    • I'll be using QuickBooks on this computer and storing our company file here so it can be shared over our network. This may be a server that is also actively used as a user workstation. In a peer-to-peer network, this should be the fastest user workstation. Choose this option if you're installing Enterprise on a server that also serves as a workstation computer, or if you're installing on a terminal server, with software and company data stored on a remote computer.
    • I will not be using QuickBooks on this computer; but I'll be storing our company file on it so the file can be shared over our network. This computer is typically the server. Selecting this option will install the QuickBooks Database Manager only and does not require an additional user license.
  • Follow the onscreen prompts until installation is complete. If you receive an error message during installation and rebooting your system doesn't resolve the problem, go to the QuickBooks support site at http://support.quickbooks.intuit.com/support/InstallCenter/ for help.
  • Launch the QuickBooks Database Server Manager to configure the database server (see next step).

Installing QuickBooks Desktop Enterprise on a Linux File Server

To install Enterprise on a Linux server, download our guide here.

Configure the Database Server Manager

Configuring the Database Server Manager is not necessary on user workstations. Perform these steps only on the server or the computer on which you will store the Enterprise company file.

After installing Enterprise on the server, you need to configure the QuickBooks Database Server Manager to ensure users can access the company files stored on the server. The Database Server Manager also allows you to check the status of the QuickBooks Database Server service (the program that runs in the background and allows other workstations to access the company file), see which users are currently accessing the company file and check for recent Database Server Manager software updates.

If the QuickBooks Database Server Manager doesn't open automatically after installation, go to the Start button and click Programs > QuickBooks > QuickBooks Database Server Manager.

Scan Company Files

All company files stored on the server must be scanned once to allow access to other QuickBooks users. If you do not have a company file, return to this section after creating one in Step 3.

  • Click the Scan Folders tab in the Configuring Database Server Manager window.
  • Click the Add Folder button to browse the server and select folders that contain company files. The folders display in the Folders That Contain Company Files box.

    Note: If you're not sure where QuickBooks Desktop Enterprise company files are stored, you can choose to scan your entire hard drive.

  • Click the Scan button to start the scanning process. When the scan is complete, the QuickBooks Company Files Found box displays all the company files found.

    Note: If you create a new company file or move your company file to a new location, you may need to repeat the company file scan process.

Monitor your Hard Drives

The Database Server Manager monitors any selected drives or folders for company files that are added, removed or renamed on the server. This allows other computers to access them.

To monitor the computer drives:

  • Click the Monitored Drives tab.
  • Click to select all local drives that you want to monitor.

    Note: Mapped drives are not displayed and cannot be monitored.

Proceed to the Next Step

You've finished with your QuickBooks Desktop Enterprise installation; now it's time to move on to Step 3: Set up sharing