As some of our previous posts alluded to, the QuickBooks (blog label search) upgrade from 2007 to 2008 was very painful and in some cases outright destructive. With the advent of QB 2009, which looks to be an incremental update to 2008, things seem to have settled down.
Whenever we are asked about updating the company books to the newest version of QB, or any other accounting software for that matter, we always recommend that the company do the upgrade at year end and the previous year's books are closed. If anything blows up, then very little work will be lost.
When it comes to the new setup in QB 2008 or 2009, the database structure is based on MySQL. So, if there is a need to share the QB company file, the QB Database Manager will need to be installed on the computer where the company file resides.
We have a number of Windows Server 2008 x64 Standard file servers where we have set up the database manager. There are, however, a couple of gotchas when there is a need to get things going on Win2K8 and SBS 2008 too.
We just finished an SBS 2008 setup with a centrally located QB file. The process is essentially the same for it.
SBS 2008 Firewall - QB Database Manager and Network Service
Both QB database manager programs need to be added to the Windows Firewall with Advanced Security Inbound Rules.
From there, after installing the QB database manager Server Only components on the server, make sure to visit the QB Update (Canadian site) site and download the webpatch.
Once the patch has been applied, there will be a need to reboot the SBS box. Keep this in mind if the install is being done during business hours.
After SBS reboots, if at an accounting office client, have a user load up a QB company file and try to switch it over to Multi-User Mode. Do the same for a non-accounting firm client that requires two or more people connected to the QB company file. Make sure to run this test, as the QB 8202 error will not show itself until the user tries this.
QB 8202 error tells us that QB cannot connect properly to the QB Database manager. The first time we received this error, we ran both the Db Manager update and realized we needed to open up the firewall at the same time.
Once the users have demonstrated that they can connect to the same company file together, it is time to move on! :)
Microsoft Small Business Specialists
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