7.x Multi-User Install | CLEARIFY

Multi-User Installation on a Local Network

Login to Admin Console Install QuickBooks client Install QQube multi-user server Configuration Tool options: Add/remove QuickBooks files Setup synch process Admin Console locked, (no logoff)

QB does not have to be installed For user: Give temporary admin rights Install multi-user client Revert regular rights Configuration Tool options: Viewing of synch logs Synch remotely on demand Excel Add-In to create or get started Over 250 Report Examples

This How-To Guide is for QQube Versions 7.x

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

Instructions for QQube Version 6.x multi-user-install

Instructions for QQube Version 5.x multi-user install

PRE-INSTALL REQUIREMENTS

• Read the latest requirements document covering technical hardware/software specs, and application requirements.
• Client version of QuickBooks must be installed and registered on the server via the administrator console.
• Administrator console can only be locked - not logged out of

The Intuit SDK (Software Development Kit) only allows QQube to communicate with QuickBooks via a client interface, and doesn't allow the use of a service to perform that communication.

INSTALLATION CHOICES

***Multi-User SERVER Install***

If necessary download the latest QQube version

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 installs three components:

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

It will always default to - and install - the multi-user Server option.  A single-user is not allowed to be installed on a server, as a dedicated user (Administrator) exists to synch (auto or manual) without interrupting QuickBooks users.

If Excel is not installed (which is normal on a non-remote desktop server), then this option will be greyed out.

***Multi-User CLIENT Install***

You will install this portion using the same QQubeinstall.exe on each desktop.

The following components will get installed.  

1. QQube Configuration Tool (Allowing the user to view synch logs and remotely engage in the synch process)
2. Two ODBC DSN's (QQube Financials, QQube User)
3. Excel Add-In

NOTE: If QuickBooks is not installed, the installer will automatically choose Multi-User Edition Client as the default choice as shown here:

QQube will attempt to find the database on the network and return the following screen:

If you see:

then please use this guide to solve your issue: QQube Multi-User Client Cannot See Server

NEXT STEPS - FIRST TIME SETUP

While logged into the:server console  

1. Create the QuickBooks Connection users
2. Prepare your QuickBooks File 
3. Run the QQube Configuration Tool Wizard
4. (Optional) Add multiple QuickBooks companies

NEXT STEPS - INITIAL DATA SYNCHRONIZATION

1. Synch your data and check the synch logs for success