All set to download, setup or update QuickBooks database server manager? But hang on! Do you know what all it takes to download, setup and update it? QuickBooks database server manager is also named as Intuit personal database manager tool. It is a very effective tool in QuickBooks which actually helps the users in organizing applications for multiple users. Without this tool, the users will be unable to use the multiple version of QuickBooks desktop. This effective tool makes it super easy to create network data files for each and every company file on the host system. For the ones who prefer using the multi-user mode, QBDBMS is a must-have tool.

QuickBooks Database Server Manager Tool - Screenshot Image

Considering the importance of this amazing tool, we have crafted this piece of writing, where we are going to discuss the entire set of steps that can be followed to simply setup, download and update QuickBooks database server manager. All you need to do is to go through this write-up carefully, and you will be able to successfully perform the entire process. Whereas, if you are doubtful about implementing the steps on your own, then in that case, we can help you. Simply connect with our tech personnel at 1-800-761-1787, and we will be answering all your queries instantly.

What is QuickBooks Database Server Manager?

QuickBooks database server manager is an remarkable feature rolled out by Intuit. This tool functions to organize the QuickBooks server folder for multi-user mode. It helps in making the most of multi-user mode, and also without this utility, it is not possible for you to access multi-user mode. This tool basically creates Network data (.ND) file and all the company files that are stored in the host workstation. If you are on multiple versions of QuickBooks desktop, then in that case you have to install database server manager for each of them. The absence of this tool will restrict the software use and also will affect the performance. This tool is accountable for sharing the company files with other systems over the network.

Facts about QuickBooks database server manager

There are certain facts related to QuickBooks database server manager, it includes:

  • The database server manager creates .nd files (known as network data files) on the host system.
  • Database server manager is compulsory in the case of multiple versions of QuickBooks desktop. In case you wish to use the multiple version of QuickBooks, then you are recommended to install the QuickBooks database server manager.
  • The QBDBSM has multiple versions. It can offer multiple versions of processes, but it can not provide multiple versions of the software.
  • Various QB versions add a user during the installation of the database server manager.
  • In case you are using multi version of QuickBooks desktop, then install each version of the database server manager.

You might also like: How to Convert an Accountant’s Copy to a Regular Company File?

How to Download, Setup & Update QuickBooks Database Server Manager?

You can follow the below given updated methods, in order to download, setup and update the QuickBooks database server manager tool:

Step 1: Download QuickBooks Database Server Manager

Now that you have decided to download the QuickBooks database server manager, but before downloading the database server manager, it is important for you to know the exact process that you are supposed to follow, in order to avoid any kind of mess. The database server manager can be downloaded without any issue, as it doesn’t involve a very complex process. However, as per the developers of Intuit and as per observation, this effective tool is part of QuickBooks accounting software. In case you are not having it, then it can easily downloaded from QuickBooks tool hub program.

Alternative method

In case you found the first option of downloading QuickBooks database server manager a bit confusing, then simply carry out the steps enumerated below:

  • Start off with Downloading QuickBooks Tools hub from Intuit’s website and then move to the downloads by pressing Ctrl + J keys together.
  • After that click on QuickBooksToolsHub.exe file.
QuickBooksToolHub.Exe File - Screenshot 1
  • Hit a click on Yes, in order to allow the app to make changes.
  • Now click on Next to install it, and also click on Yes to Accept the license agreement.
  • Hit on Next and Install options respectively. It should be noted that the process might take some time, which demands you to be a bit patient.
  • After the installation is complete, hit Finish option.
  • Hit twice on the QuickBooks Tool hub icon to launch it.
QuickBooks Tool Hub - Logo
  • Under the Network issues tab, click on QuickBooks database server manager option.
QuickBooks Database Server Manager - Screenshot

After the process completes, give all the Users permission to access the company folders. However, by default, the QBDBSM will create a unique user for each installation.

Step 2: Set Up QuickBooks Database Server Manager

After downloading the QuickBooks database server manager, it is time for set up process to be performed. The steps to carried out in this process are as follows:

Permit QuickBooks database server manager to run on the server computer

  1. Configure the firewall manually so that the QBDBSM can run on the server system.
  2. Open the QuickBooks database server manager and click on the Port Monitor tab.
QuickBooks Database Server Manager Port monitor tab - Screenshot
  1. Hit a click on Start menu and then look for Windows Firewall and open it.
Windows Firewall - Screenshot
  1. Right-click Inbound rules from the Advanced settings and then select Rule.
QuickBooks Firewall Port (Create a New Rule) - Screenshot
  1. In the next step, select Port and Next option respectively.
Choose Port Option (QuickBooks Database Server Manager) - Screenshot 1
  1. Ensure that the TCP is selected.
Ensure TCP option is Checked - Screenshot
  1. Enter the specific ports in the Specific local ports option.
Configuring QuickBooks firewall and security exceptions - Screenshot
  1. The port format is as per the QuickBooks currently in use:
    • QuickBooks Desktop 2020: 8019, XXXXX
    • QB Desktop 2019: 8019, XXXXX
    • QuickBooks Desktop 2018: 8019, 56728, 55378-55382
    • QuickBooks Desktop 2017: 8019, 56727, 55373-55377
  2. Click on Next and Allow the connection.
Allow the connection - Screenshot
  1. Now hit a click on Next when needed and Mark all the profiles. And click Next once again.
Firewall Setting up in QBDBSM - Screenshot
  1. Create a rule and also name it.
  2. Lastly, click on the Finish option. Repeat the same steps for outbound rules.

Configuring the QuickBooks database server manager

In case you want to use the default setting, then skip this section. Or else can carry out the steps below:

  • Open the Windows start menu and type Services into the search tab and then Open Services.
  • Choose QuickBooksDBXX to open it.
  • Move to the General tab and look for the service status section. In case started or running, you should select Stop tab.
  • Go for the Automatic option from the startup type drop-down menu.
  • Move to the Logon tab. Also, choose the Local System Account option.
  • Head to the Recovery tab. And also, opt for restarting the service from each of these drop-down menus: First failure, Second failure, and Subsequent failure.
  • Last step is to choose the General tab and also choose Start tab to restart the database server manager.

Related article: Ways to Fix data damage on your QuickBooks Desktop company file

Step 3: Update QuickBooks 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:

  1. Open the official Intuit website, and then Download the updated patch for the database server manager.
  2. Reboot the server after the Installation of the patch completes.
  3. The following message will appear on the screen “The company file needs to be updated to work this version of QuickBooks desktop”.
The company file needs to be updated to work this version of QuickBooks desktop - Screenshot
  1. In the next step, backup the data, as these updates can make changes in the Database server.
Backup your data - Screenshot
  1. Make sure to carry out the on-screen prompts, and you are good to go.

You can also checkout this infographic image for better understand the update process.

Steps to Update QuickBooks Database Server Manager - Infographic Image

Read Also: How to resolve QuickBooks error message 15271?

Final words.!

As we all knew about that QuickBooks database server manager is one of the most effective features that is offered to users. Without this, you cannot access the multi-user mode. However, at times you might get confused with the download, setup and update process of server manager. Whereas, if you are having any questions in your mind, or in case you got stuck somewhere, then do not hesitate to talk to our accounting professionals, as we will be happy to help you anytime.

You can connect with our accounting professionals using our helpline i.e. 1-800-761-1787, and converse the issue with our QuickBooks enterprise customer support team. Our experts will ensure to resolve all your queries in the best possible way. So, hurry up and call us and let our team manage the rest on your behalf.

Is QuickBooks Database Server Manager required for multi-user mode?

Yes, if your company file is stored on a server and accessed by multiple users, QuickBooks Database Server Manager is required. Without it, users may encounter network-related errors while opening the company file.

Where can I find QuickBooks Database Server Manager?

The Database Server Manager is generally installed automatically when you choose the Custom and Network Install option while installing QuickBooks Desktop. You can also access it through the QuickBooks Tool Hub or the Windows Start menu.

Why should I scan company file folders in Database Server Manager?

Scanning company file folders allows the Database Server Manager to create and update the required .ND files. This helps workstations locate and access the company file properly in multi-user mode.

Do I need QuickBooks Database Server Manager on every workstation?

No, QuickBooks Database Server Manager is only required on the server computer where the company file is hosted. Workstations simply need QuickBooks Desktop installed to access the company file.

 

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