Quickbooks Installation in RDS Environment

Best practices to install Quickbooks in terminal servers

Reisbel Machado avatar
Written by Reisbel Machado
Updated over a week ago

Running installer

Agree to license agreement

Enter the license and product number

You'll get the options to choose Express or Custom, ALWAYS CHOOSE CUSTOM. If it is a File server (FBU) choose "I'll be using Quickbooks and storing the file" (second option above), if it is a regular terminal server choose the first option.

Always choose the first option and hit Next, and finish the installation.

Open Quickbooks and Run updates

Open Quickbooks and hit Help at the top> Update Quickbooks

In the prompt hit Options tab on top. Choose "Mark All" on the left then hit Save. Now choose Update now at the top.

Now hit "Get Updates" and once it states "Update Completed" as in the photo above, click Close.

Extra steps for file servers (FBU)

Open Computer Management and go to Local Users and Groups > Users. Take note of all the QBDataServiceUserXX's. You will need to add them all to the Administrator group.

Now Go to Local Users and Groups > Groups > double click on Administrators and hit Add. These are local accounts, so you have to hit location and choose the computer. You will then have to type the name EXACTLY as you saw it in the Users group or it won't find the account. Hit OK.

Browse to the folder holding the company file (I.E. C:\Customer Data\Quickbooks) and right click on it and open the Properties. Under Security tab, add the QbDataServiceUser accounts with full control the folder. Do the same to C:\Program Files (x86)\Intuit and C:\ProgramData\Intuit.

Open the quickbooks database manager, click on browse and select the folder that will be housing the company files. Hit start scan and you are good to go.

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