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Blue:Licensed Red:Finance Approval

QuickBooks

QuickBooks Desktop is installed for Accounting and Finance users only. Each install needs a license and product number from the Finance team. Never reuse one from another device without approval.

The software scan shows three entries that USMT Dash groups as one QuickBooks suite:

  • QuickBooks Desktop Pro
  • QuickBooks Database Server Manager
  • Intuit Data Protect

Install

  1. Get the license and product number from the Finance team's request ticket.
  2. Run the installer: Copy:\fileserver\software\QuickBooks\Setup_QuickBooks.exe
  3. Choose Custom and Network Options > I'll be using QuickBooks on this computer.
  4. Launch, register, and apply all updates (Help > Update QuickBooks Desktop).

Company Files

  • Company files (.QBW) live on the finance share, not on the local device: Copy:\fileserver\finance\QuickBooks
  • If the user had a local company file, move it to the share. Don't open it from a USB drive.

Multi-user Mode

The file server runs Database Server Manager. Workstations don't need it unless the user hosts files locally.