Install QQube 5.x Multi-User on a Local Network | CLEARIFY

Multi-User Installation Overview

This How-To Guide is for QQube Versions 5.x

NOTE: This guide does NOT cover Remote Desktop/Terminal Services.

REQUIREMENTS

• Read the latest requirements document covering QuickBooks releases, and hardware/software specs.
• Client version of QuickBooks MUST be installed ON THE SERVER at the console (and registered).  Intuit does not have a mechanism to allow third party applications to run as a service when communicating with QuickBooks, and Intuit doesn't allow any developer to talk directly to the database.
• Multi-User Server portion requires that the console remains running or locked - In order for the QuickBooks client (QBW32.EXE) to run, the console CANNOT be logged off.  If the console session is closed, then QuickBooks cannot run, and therefore QQube cannot communicate with it, and extract any data.

INSTALLATION IS FIRST STEP OF 5 (One Optional)

1. Install the Multi-User Server portion on the console as shown below.
2. Install the Mult-User Client portion on the workstations as shown below.
3. Setup the QuickBooks users. Create QuickBooks Connection Users For QQube
4. Prepare your QuickBooks Data  QuickBooks Preparation Checklist
5. Run the 5.x Configuration Tool Wizard. QQube 5.x Configuration Tool Wizard
6. (Optional) Add multiple companies QuickBooks Multi-Company Setup in QQube 5.x

INSTALLATION STEP BY STEP

***Multi-User Server Install***

There are two options to install the server portion:

1. At the physical console, logged in as admin
2. Remote access to the console (you can use the following command from the Run menu: %windir%\system32\mstsc.exe /admin) 

in order for QuickBooks to run - and communicate with QQube -, the console can ONLY be locked e.g. using Ctrl+Alt+Del.  If the console gets logged out of, then QuickBooks cannot run, and therefore QQube cannot talk to it to extract the data.

The Multi-User Server portion of this install will see three components installed

1. QQube Database
2. QuickBooks to QQube Synchronizer Engine
3. QQube Configuration Tool

Ensure that this session is the ONLY Synchronizer Session, and that it is the Database Manager as shown below:

QQube 5.6x users:

QQube before 5.6x:

***Multi-User Client Install***

You will install this portion using the same QQubeSetup.exe on each desktop. The following components will get installed. 

1. QQube Configuration Tool (Allowing the user to control dates and manual refresh options)
2. Two ODBC DSN's (QQube Financials, QQube User)
3. Excel Add-In

QQube will attempt to find the database on the network:

Version 5.6x users should see the QQube Database listed in the box:

If you DON'T see anything in the box, it is because:

• Firewall on desktop or server is preventing it (turn workstation off first, then server to test)
• Improper dns settings (can you ping the server name as well as address?)
• Machine is on different subnet than server and can't be connected