QuickBooks Database Server Manager – Install, Update & Setup

💠 First, go to the QuickBooks Installer and double-click on the same and “Start” with the installation of the “Wizard“
💠 Next, select the “Next” if the system has proper internet connection and the updates can be downloaded
💠 In case, there is no internet connection then choose “No” >>> “Next”
💠 Now, next move is to close all the other running applications and then hit “Next”
💠 Read out the complete terms of the Software License Agreement and then select the “I accept the terms in the license agreement” and if you’re agree with all the terms and conditions then hit “Next”
💠 Choose the option “Custom or Network” and then choose any one from the two installation types:
💠 Select “I’ll be using QB on this computer AND I’ll be storing” if you plan to run the QB program on this computer.
💠 Select “I will NOT be using QuickBooks on this computer” if you will use this computer just to store QuickBooks data.
💠 To allow the access, click “Yes”, Allow “Access”
💠 Type the correct License and product number within the relevant field of “License Number and Product Number”
💠 To complete the installation, perform the installation prompts instructions
💠 At last, you need to set up the Database Server Manager once the installation is accomplished.  

It is suggested that you regularly update the “Database Server Manager”. In general, QuickBooks database server manager gets updated along with the QuickBooks desktop, but in case you wish to manually update it, then the process involves the steps stated underneath:

💠 Move to the “Update QuickBooks Desktop” >>> “Download the Patch” to the latest release update
💠 After the patch installation is successfully completed, you have to reboot the server
💠 You will receive the following message “ The company file needs to be updated to work with this version of QuickBooks desktop” after the server is updated
💠 Because these changes can change, rewrite, or replace the database structure, you will be prompted to create a backup
💠 Following the onscreen instructions, you should be able to open the QuickBooks company file after the backup is complete.

💠 In the beginning, open the QuickBooks Database Server Manager
💠 Next, scan the files that you wish to use for multi-user access
💠 Now, scan the company files on the server to make sure that the files are configured properly to give them access to the multiple users
💠 After that, add a new company files to the server
💠 Once done then you can use Monitored Drives Features and keep your Database Server Manager up-to-date
💠 Make sure that the company are connected to the server and users are logged into the company files
💠 Change the status of the service if you want then implement the Service Administrative Tools and configure the service
💠 In the end, use the feature “Updates” and then download the recent updates to the QuickBooks Server.

💠 To start with configuring the firewall manually and then QBDBSM can easily run on the server computer
💠 Launch the QuickBooks Database Server Manager and click the tab “Port Monitor”
💠 Next, click “Start” menu >>> find the Windows Firewall and then open it
💠 From the Advanced Settings, do a right-click on the Inbound rules and then select the “rule”
💠 Now, select the “Port” followed by “Next” button respectively
💠 Make sure that the TCP should be selected
💠 In a particular local ports, enter the specific ports
💠 The port format is as per the QuickBooks is currently in use:
💠 QuickBooks Desktop 2017: 8019, 56727, 55373-55377
💠 QuickBooks Desktop 2018: 8019, 56728, 55378-55382
💠 QuickBooks Desktop 2019: 8019, XXXXX
💠 QuickBooks Desktop 2020: 8019, XXXXX
💠 Click “Next” >>> “Allow the Connection”
💠 If you need, click “Next” and then mark all the profiles and then click “Next” once again
💠 Once done then “Create a rule” and also give a name to it
💠 At last, click “Finish” and then repeat the same steps for outbound rules as well.

💠 Go to the Windows Start menu and click “Programs >> “QuickBooks”
💠 Click on the option “QuickBooks Database Server Manager”.

💠 Move to the “Windows Start” button and click “Programs” >> “QuickBooks”
💠 Next, click “QuickBooks Database Server Manager” and then “Scan Folders”
💠 Look for the folders contain “QuickBooks company files”
💠 In case, you don’t know which files then scan the entire the whole disk
💠 At last, click the button “Scan” and you’ll be able to view via the display bar which folders are being scanned.

When the scanned folders are entirely scanned, all of the company files that are setup for multi-user access are found.

💠 Click “Add folders” >>> “Folder” that you want to add there
💠 Under the folders, the location of the folder containing “QuickBooks company file”.

By clicking the folders that contain QuickBooks Company files and then clicking “Remove Folder“, the user can “Remove” the folder.

💠 This is the last step and you have to go to the listed folders containing “QuickBooks Company files” and click “Scan the Folders”
💠 After completing the scanning, you can see the “list of company files” appears in the same folder.

💠 Move to the “Start” button and click “Programs” >>> “QuickBooks” >>> “QuickBooks Database Manager”
💠 Next, click on the “Monitored Drive” tab
💠 Now, you have to “remove and rename” then hit “Select”
💠 In case, you want all the “local drives” that you want to monitor for company files which are added.