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Quick Book Pos

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0% found this document useful (0 votes)
16 views5 pages

Quick Book Pos

Uploaded by

chize4marvelous
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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You are correct that during installation of QuickBooks POS, the setup process typically refers to "Single-

User" or "Multi-User" mode rather than explicitly asking for "Client" or "Server." However, in a multi-
user setup, the roles of server and client workstations are implied based on how the software is
configured after installation. Here’s a detailed explanation:

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How QuickBooks POS Handles Client-Server Setup in Multi-User Mode

When you select Multi-User mode during installation, QuickBooks POS operates in a shared
environment. The distinction between "server" and "client" workstations is determined as follows:

1. Server Workstation:

This is the primary computer that hosts the company file (database).

The company file is stored locally on this workstation, and all client workstations connect to it over the
network.

During the initial setup, you need to share the database folder on the server for network access.

The server workstation typically performs administrative functions, such as managing inventory, running
reports, and backing up data.

2. Client Workstations:
These are additional computers that connect to the server to access the company file.

Once the server is set up, client workstations are configured to point to the server's shared database
folder.

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Configuring Multi-User Mode for Client-Server Interaction

To establish client-server functionality, follow these steps:

On the Server Workstation:

1. Install QuickBooks POS and choose Multi-User mode during setup.

2. Create or open the company file on this workstation.

3. Share the folder containing the company file:


Right-click the folder > Properties > Sharing tab > Share this folder.

Set permissions to allow full access for other users on the network.

4. Note the IP address or computer name of the server, as this will be needed for client workstations.

On the Client Workstations:

1. Install QuickBooks POS and choose Multi-User mode during setup.

2. During setup, select the option to connect to an existing company file.

3. Browse or manually input the network path to the server's shared folder (e.g., \\ServerName\
SharedFolder).

4. Ensure the connection is established successfully.


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Key Notes About Multi-User Setup

1. Role Identification: QuickBooks POS does not explicitly label workstations as "Client" or "Server." The
roles are implied based on:

The server hosts the company file.

Clients access the company file hosted by the server.

2. Single Installation File: The same QuickBooks POS installation file is used for both server and client
workstations. The difference lies in how the software is configured.

3. Multi-User Licensing: Each workstation (client or server) requires a valid license in a multi-user
environment.

4. Database Manager: The server workstation runs the QuickBooks POS Database Server Manager,
which manages client connections.
5. Real-Time Synchronization: In multi-user mode, changes made by one workstation are automatically
synced to all others connected to the same database.

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For the Easiest Client-Server Interaction

To minimize configuration:

Use a high-speed LAN for better performance.

Ensure proper sharing permissions on the server.

Keep all workstations on the same QuickBooks POS version and build.

If you are still experiencing confusion or issues, feel free to provide more details, and I can help further!

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