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Installation & Setup | QuickBooks Enterprise.

 

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QuickBooks Enterprise. Buy online. QuickBooks Enterprise Features. See all features. Advanced Inventory. Advanced Pricing. Advanced Reporting. Field Service Management. Order Management. Job Costing. Cloud Access. New in Technical Specs. Cloud Access Pricing. Industry Solutions. Professional Services. Why Enterprise? Already using QuickBooks. Comparison Charts. In-Depth Guides. New to QuickBooks? Switch to Enterprise. Customer Testimonials.

Compare to NetSuite. Enterprise as an ERP. Enterprise Diamond. QuickBooks Enterprise can handle it with an all-in-one solution built to manage your business and your bottom line. To learn more, call Interested in hosting your QuickBooks? Consider hosting packages. Previous Overview. Industry solutions. Access anywhere. Powerful reporting. Customize user permissions.

Pay employees. Job costing. Manage inventory. Take payments. Automate pricing. Manage field workers. Mobile time tracking. Priority Circle. Manage more of your business with Enterprise. The all-in-one solution for business management Specialized editions for your business. QuickBooks Enterprise with cloud access Gain deep business insights.

Put the right information in the right hands. Manage access with custom user permissions Fast, easy payroll done inside QuickBooks. Stay on top of job costs. Advanced Inventory Get paid and automatically update your books. Control and customize your pricing. Advanced Pricing If you don't have those resources in-house, or if you need assistance with the installation, you can choose to work with an authorized ProAdvisor or Intuit Premier Reseller. These are Intuit affiliates who are experts in the software.

You should back up your financial records from your previous accounting system before installing Enterprise. You should also keep any software and hardware from your previous accounting system, or have printouts of all the information and accounting reports. Your network can be set up one of three ways. The following three diagrams illustrate each different network configuration, showing workstations and servers with different installation scenarios. Choose the option that works best for your company.

The QuickBooks Database Manager is installed on a central server which also stores the company file. Enterprise is installed on each workstation; these workstations acccess the company file over the network. One workstation stores the company file. The other workstations access the company file over the network. All workstations have Enterprise installed. Optionally, you can store your QuickBooks company file on a Linux server and use Enterprise, running on your Windows desktop client, to access that data.

Note: Testing network bandwidth is required for a multi-user environment; for a single workstation installation in which no file-sharing is required, testing is not necessary. To make sure your network connection is fast enough to run Enterprise, perform the following procedure on each computer on which the software will be installed:. If your bandwidth is 40 Mbps or more, your connection is configured for optimum performance.

If it's less than 40Mbps, your connection will be too slow to run Enterprise. Contact your network administrator to learn how to improve your network speed.

If firewall software is running while you install QuickBooks, you may be prompted to allow QuickBooks components to have access to the network. These components must be allowed for QuickBooks to operate properly, especially in a multi-user environment. For more detailed information on how to properly configure your firewall settings for QuickBooks installation, visit the QuickBooks Support Center.

Here you can download the QuickBooks Connection Diagnostic Tool or see how to manually configure exceptions and ports needed for your firewall software. If these solutions do not resolve the issue, visit the QuickBooks Community site or contact a technical support agent for additional guidance. You've finished preparing for your installation and testing your network, now it's time to move on to Step 2: Install Enterprise. Make sure you've completed all the items in Step 1. It's important to install the same version of Enterprise on all computers.

If you haven't already done so, download the latest version of Enterprise. Then proceed with the steps below, which will instruct you when to open the file. Configuring the Database Server Manager is not necessary on user workstations.

Perform these steps only on the server or the computer on which you will store the QuickBooks Desktop Enterprise company file. After installing Enterprise on the server, you need to configure the QuickBooks Database Server Manager to ensure users can access the company files stored on the server.

The Database Server Manager also allows you to check the status of the QuickBooks Database Server service the program that runs in the background and allows other workstations to access the company file , see which users are currently accessing the company file and check for recent Database Server Manager software updates. All company files stored on the server must be scanned once to allow access to other QuickBooks users. If you do not have a company file, return to this section after creating one in Step 3.

The Database Server Manager monitors any selected drives or folders for company files that are added, removed or renamed on the server. This allows other computers to access them. You've finished with your Enterprise installation, now it's time to move on to Step 3: Setup sharing. Consult with your network administrator to learn about sharing folders and providing sufficient access.

The computer storing the company file usually a dedicated server should be set up to "host" multi-user access. In a multi-user environment, only one computer can host multi-user access. On all other installations of the software, multi-user hosting should be turned off to avoid conflicts. If you've installed just the QuickBooks Database Server Manager on a file server, there's no need to enable multi-user hosting on the server.

However, you must make sure that all user workstations have multi-user hosting disabled. Workstation which has Enterprise installed and which stores the company file peer-to-peer environment. If Host Multi-User Access is displayed in the Utilities menu, the computer is not currently the host for the company files and you'll need to follow the steps below:. Make sure that your user workstations have multi-user access turned off. Follow the procedure above on each computer which will be used for Enterprise.

These next steps can easily be performed on the server if it's being used as a workstation e. If only the Enterprise Database Server Manager is installed on the server, perform these steps on a user workstation.

To perform these steps, you'll need a financial professional or office manager who understands the company's financial needs, can set up a company file, knows which users should access the company file, and knows what areas of QuickBooks those users will need to access. You'll need to have QuickBooks administrator privileges. After installing Enterprise, you can use it for 30 days without registering. After that, you must register Enterprise on every computer on which it is installed.

Registration allows you to take advantage of the many valuable benefits that come with your software, including access to technical support. Note: If you move your installation from one computer to another, you'll need to re-register Enterprise on the new computer. The first thing you need to do in QuickBooks is create a company file for your business. The company file is the file which stores all of your QuickBooks data. The steps to create a company file differ depending upon whether you are starting from scratch or converting financial data files from another software package.

Entire PC is limited to GB total storage which includes up to the last 45 days of successful back-ups. Data encrypted using AES bit encryption. Backup can only occur if Intuit Data Protect is correctly set up by user and should only be set up on a single computer. Latest available version of Intuit Data Protect for your version of QuickBooks is required to ensure proper functioning. Not intended as a file transfer, remote access solution for your QuickBooks file. Hours exclude occasional downtime due to system and server maintenance, company events, observed U.

Holidays and events beyond our control. Subject to change at any time without notice. In some cases, including but not limited to the damage being extensive, non-recoverable or involving a large Data File, service can result in longer than average turnaround times.

Data Services will contact you with expected completion date. For customers using a hosting service, check with the hosting provider for backup and sync options they offer. For QuickBooks Online: data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control.

Access to messaging with live experts or call back features requires a QuickBooks Care Plan, and internet connection.

Care plan is included with Standard, Plus and Enterprise subscriptions. Training: Online access to training is included with each QuickBooks Desktop Enterprise subscription. The Cloud access service is a monthly subscription. Each month, your account will be automatically charged the agreed-upon price of the service unless and until you cancel. When a customer calls to cancel, it is canceled and refunded at the date through the end of the current billing period. If you choose to purchase a QuickBooks Desktop Enterprise subscription using the Monthly Payment Plan or QuickBooks Desktop Enterprise with cloud access, you elect to pay your annual subscription in equal payments over the course of 12 months.

Purchasing an annual subscription for QuickBooks Desktop Enterprise commits you to a 12 month term. You must pay for all 12 months of the subscription in full based on the then current rate of QuickBooks Desktop Enterprise.

However, if you choose to cancel after the first 60 days and prior to the end of month 12 you will be subject to a termination fee equal to the amount of monthly payments left on your annual subscription. For purpose of clarity, if you pay for 6 months and have 6 months remaining on your annual subscription, which starts at date of enrollment, you will be charged a termination fee equal to the then current monthly fee of QuickBooks Desktop Enterprise multiplied by 6 months remaining months left on annual subscription.

Right Networks performs backups of all cloud access data on a nightly basis and retains the back-ups for a rolling day period in a protected offsite facility as an additional level of protection. Customers are responsible for verifying the integrity of the hosted data at least every 90 days.

Right Networks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Right Networks facility for Disaster Recovery. However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes.

Virtual desktop connections are protected via TLS with a minimum of bit encryption and authentication. Each customer has a unique Right Networks virtual desktop. Access to each QuickBooks company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks.

Availability can vary and are subject to occasional downtime and may change without notice. Right Networks may offer third party software, separate terms and fees may apply. Internet connectivity required : Desktop Enterprise with cloud access is subject to availability of a reliable Internet connection. Additional fees may apply.

Requires certain hardware. Requires an internet connection. Advanced Pricing is included in the Platinum and Diamond subscriptions only.

Advanced Inventory is included in the Platinum and Diamond subscriptions only. Mobile barcode scanning and barcode label prices: Only available in the Advanced Inventory module. Alternate vendors center and alternate vendor reports: is included in the Platinum and Diamond subscriptions only.

Barcode scanners: Sold separately for use with Advanced Inventory. Cycle count: Only available in Advanced Inventory module. Bin location tracking: Only available in Advanced Inventory module. Express Pick-Pack: is included in the Platinum and Diamond subscriptions only.

Landed Cost: is included in the Platinum and Diamond subscriptions only. Apps integration: Enterprise integrates with more than apps to customize your experience. Some apps may be available from third parties. Consolidating reports from multiple company files: Company files must all be on the same version of QuickBooks Desktop Enterprise. Requires Office — , or Microsoft 32 and 64 bit. Customized financial reports with Intuit Statement Writer: Requires Office — , or Microsoft 32 and 64 bit.

Data file optimization reduces your file size by removing audit trail of historic transactions and a few tables from the database that are not used or needed by the company file. Record level permissions only available in Customer, Employee, and Vendor Centers. Data recovery: In some cases, including but not limited to the damage being extensive, non-recoverable or involving a large Data File, service can result in longer than average turnaround times.

E-commerce integration : Requires an active and current version subscription of QuickBooks Pro Plus, Premier Plus or Enterprise and a separate Webgility e-commerce account subscription. E-commerce integration subscription will be billed directly from Webgility. Your Webgility account will automatically be charged the package price on a monthly or annual basis, starting at sign up, until you cancel.

To cancel your e-commerce subscription at any time, log into your Webgility account customer portal or contact Webgility customer success team at customersuccess webgility.