QuickBooks on a Local Network Best Practices

Transcription

1 #SNH16

2 QuickBooks on a Local Network Best Practices MARIO NOWOGRODZKI, CPA/CITP #SNH16

3 Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session using the mobile app or, if you cannot use the app, sign one of the sign-in sheets in the back of the classroom. Thank you! #SNH16

4 MARIO NOWOGRODZKI, CPA/CITP Master of Acctg Info Systems Original ISP Advisory Council Adv Cert QB, POS & ES ProAdvisor Intuit Trainer/Writer Network Industry awards: Sleeter Group Top Technologist VAR Stars, Technology Pacesetter, Killer VAR Intuitive Accountant Top 100 ProAdvisor Insightful Accountant Top 10 ProAdvisor Insightful Accountant Top Integrations ProAdvisor 40-min from Bahamas

5 What this session is about

6 Good practice? 5/16/2016

7 Epic Learning Objectives Working with QB Files Transferring Files File Sharing Online Storage Networking Best Practices Types of Networks Best Networking Environments QB Database Server Demystifying

8 Working with QB Files Transferring Data Files File Sharing Online Storage #SNH16

9 Transferring Data Files and File Sharing Transferring Data Files QBB or QBM? or QBW? QBA (QBX & QBY) File Sharing Synchronizing your files Cloud storage

10 Transferring Data Files and File Sharing Commercial File Sharing/Transfer Services Dropbox.com Google Drive Microsoft OneDrive & SharePoint Qbox ShareFile.com Hightail (YouSendIt)

11 Transferring Data Files and File Sharing Synchronization of Local Data Dropbox Google Drive Microsoft OneDrive Do not use for QBW Do use for QBB/QBM

12 Transferring Data Files and File Sharing Synchronization of Local Data Qbox Can use for QBW Multi location QB One user in QB at a time

13 Networking Best Practices LANs, WANs Peer-to-Peer Network Client-Server Network Remote access into LAN Terminal Server Virtual Private Network #SNH16

14 Local Area Network (LAN)

15 Wide Area Network (WAN)

16 Remote Desktop Server (Terminal Server) Internet RDP Client: Computing Occurs at SERVER (RDP Windows session)

17 Virtual Private Network (VPN) Internet Windows Computer: Computing Occurs at CLIENT but not QuickBooks!

18 QB in Terminal Server through VPN QB installed here INTERNET No QB installed here

19 TS + VPN = Best Practices Remote Desktop / Terminal Server Run multiple Windows sessions on Server Need separate server from SBS Typical use: QBES VPNs Make Wide-Area-Network possible Remote server/network appear as local Typical use: Secure connection for TS

20 QuickBooks Database Server Background / Installation Multiple versions User permissions QuickBooks CSI #SNH16

21 QB DB Server: Background SQL-based Sybase ianywhere No need for Microsoft SQL Server Requirements Lots of RAM on Server refer to File Stability & Performance session Client-Server or Peer-to-Peer One computer always to act as the server

22 QB DB Server: Installation QB / QBES Application & Database Server Application Only Database Server Only Server Clients Never Firewall Ports need to be opened on server KB article SLN41458 the definitive guide QuickBooks File Doctor utility

23 QB DB Server: Multiple Versions / Editions Multiple Versions of QBDBSvr ( AND ) QuickBooksDB26 QuickBooksDB25 QuickBooksDB24 Multiple Editions of QBDBSvr ( OR ) QBES QB Pro / Premier

24 QB DB Server: User Permissions Shared QB data folder assign access rights Everyone or Selective Authorized Users/Groups If Selective, add QBDataServiceUserXX QB 2016 QBDataServiceUser26 QB 2015 QBDataServiceUser25 QB 2014 QBDataServiceUser24

25 QB DB Server: QuickBooks CSI

26 Review & Takeaways Working with QB Files Networking Best Practices QB Database Server #SNH16

27 Help? #SNH16

28 We sincerely appreciate your taking time to complete your session evaluation. Our goal is to provide you with the very best training possible and your feedback can help us achieve that goal. Thank you! #SNH16

29 Thank you for attending! #SNH16