How to use Quickbooks Database Manager

PostedOctober 3, 2024

UpdatedOctober 3, 2024

Using QuickBooks Database Server Manager

Step	Action	Description
Step 1	Install QuickBooks Database Server Manager	Ensure that QuickBooks Database Server Manager is installed on the server: Run the QuickBooks Desktop installer. Select Custom and Network Options and choose Install Database Server Only. Complete the installation process.
Step 2	Open Database Server Manager	Open QuickBooks Database Server Manager: Go to the Windows Start menu. Search for QuickBooks Database Server Manager and open it.
Step 3	Scan Folders	Use the Database Server Manager to scan for QuickBooks company files: In the Database Server Manager window, click the Scan Folders tab. Click Browse and select the folder where your QuickBooks company files are stored. Click OK and then click Scan. The server will scan the folder and display the QuickBooks files that are ready to be hosted.
Step 4	Monitor Server Status	Check the status of the QuickBooks Database Server: Click the Server Status tab to check if the server is running. This will show the status of the QuickBooks services for multi-user mode.
Step 5	Update Database Server	Ensure the QuickBooks Database Server Manager is up to date: Go to the Updates tab in the Database Server Manager. Check for any available updates and install them. Restart the server if necessary after updating.
Step 6	Configure Firewall and Network Settings	Make sure the firewall allows QuickBooks communication: Ensure that the Database Server Manager and QuickBooks are added as exceptions to the firewall. Open the ports required by QuickBooks: QuickBooks 2024: Port 8019 QuickBooks 2023: Port 8018 QuickBooks 2022: Port 8017
Step 7	Set Up Multi-User Mode	Enable multi-user mode for QuickBooks Desktop: On the workstations, open QuickBooks and go to File > Switch to Multi-User Mode. This allows multiple users to access the same QuickBooks company file simultaneously.
Step 8	Restart QuickBooks Services	If you encounter issues, restart the QuickBooks-related services: Press Windows + R and type `services.msc`. Find and restart QuickBooksDBXX (XX is your QuickBooks version year) and QBCFMonitorService.