Tutorial QuickBooks Point of Sale Network Configuration

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QuickBooks Point of Sale is an amazing tool for small to mid-size business owners to get the maximum sales and inventory management done online. With its real-time inventory tracking, no manual entries are needed to be done and it also help the user maintain a bird-eye view of online and in-store data. Like QuickBooks, multiple users can use the tool and boost overall productivity with no time loss. Multi-user access allows up to 19 clients to connect with the company file with all other features like creating and holding company file at the server, back up and restoration of data, importing data to Excel and Word, etc. But first, you need to straighten out the QuickBooks Point of Sale network configuration.

“If you are facing any errors during the QuickBooks Point of Sale network configuration, installation, or while backing up the data file, call on the QuickBooks Helpline Number 1-(855)-856-0042 and get expert assistance on the line”

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Things to do before QuickBooks POS Network Configuration

Before setting up the POS configuration on your server, you must install the QuickBooks Point of Sale on both the server and the workstation. Starting with the installation process, below given are the system prerequisites required to install the latest version of the QB POS on your system.

Operating Systems

1. All of the editions of Windows 10, including 64-bit, pre-installed
2. All of the editions of Windows 8.1 (Update 1), including 64-bit, pre-installed
3. All of the editions of Windows 7 SP1, including 64-bit, pre-installed (only supported until January 2020)
4. Windows Server 2016
5. Windows Server 2012 R2
6. Windows Server 2011 SP1
7. Windows Server 2008 R2 SP1 and SP2 (only supported until January 2020)

Hardware and OS Requirements

Processor-

1. Single user: 2GHz minimum, 2.8 GHz recommended
2. Multiple Users: 2.8 GHz processor, 3.5 GHz recommended

RAM

4 GB minimum, 8 GB recommended

Disk Space

1 GB of disk space, excluding the company data file storage requirements

Windows

1. US version
2. Supports regional settings when set to English
3. Installed on a particular system or environment for which it was designed. No need to run in a virtual environment or using an emulation software

Optical Drive

4X DVD-ROM for CD installations (not required if the software is downloaded from Intuit web servers)

Screen Resolution

Optimized display for 1280 x 768 screen resolution or higher

Software Compatibility (For Data Import/Export)

1. Microsoft Excel 2010, 2013, 2016, Office 365 (includes 64-bit)
2. Microsoft Word 2010, 2013, 2016, Office 365 (includes 64-bit)

QuickBooks Software Compatibility

1. QuickBooks Desktop Pro and Premier 2016-2019
2. QuickBooks Desktop Enterprise 16.0-19.0

If your workstation and server meet the requirements mentioned above, follow the steps below to install the QuickBooks Point of Sale.

1. Download the latest version of QuickBooks Point of Sale from the Downloads & Updates page of Intuit.
   
   
2. Open the downloaded QuickBooks installation file and select Yes to All to the prompt asking to overwrite the existing extracted files.
3. Click on Next to start the installation process.
4. Under the License Agreement, click on the box of I accept the terms in the license agreement and choose Next.
   
   
5. Provide the license and product number and choose Next.
6. Under the Installation type, choose Two or more computers.
   
   

In the next window, choose the Server workstation to create and store company data on the system.

Click on Install and after the installation process completes, restart your computer.

How to Complete the QuickBooks Point of Sale Network Configuration?

In order to use QuickBooks Point of Sale in multi-user mode, you need to follow the steps given below and complete the QB POS network configuration.

Step 1: Customize the Folder Permissions

Setting up the folder permissions would allow all the workstations to access the company file.

1. On the server, Open My Computer and go to the Users.
2. Under the Public folder, double-click on the Public Documents folder.
3. Open Intuit folder and enter the QuickBooks Point of SaleXX folder.
4. Right-click on the Data folder and choose Properties.
5. Click on the Sharing tab and choose Advanced Sharing.
6. Select Share this folder and click on Permissions.
7. Select Add and type QBPOSdbsrvuser.
8. Hit OK and click on QBPOSdbsrvuser.
9. Choose Full Control and make sure that the permission of Everyone and Services user groups are configured to Full Control as well.
10. Click on Apply and select OK.

Step 2: Complete “Quickbooks pos firewall settings”

To process smooth electronic funds transfer and uninterrupted database server management, the user must manually configure QuickBooks Point of Sale Firewall exceptions. Make sure to log in as Windows Administrator before you try the given steps.

1. Open the run command by pressing Windows + R on the keyboard.
2. Enter Control in the search bar and press Enter.
3. In the Control Panel window, set the “View by” settings to Small Icons and choose Windows Firewall.
4. Click on Advanced Settings and select Inbound.
   
   
5. Select New Rule and click on Port.
6. Select Next and type the Port numbers.
7. Choose Next and select Allow Connection.
8. Click on Next and type a name for the firewall rule.
9. Select Finish and follow steps 5-8 to create the Outbound Rule as well.

POS Firewall Ports

Executable files and their required ports

File Locations

Step 3: Switch to Multi User Mode and Configure the workstation number

Assigning each workstation a number will prevent any confusion in the future.

1. Go to the server and open the QuickBooks Desktop Point of Sale.
2. Choose the File menu and click on Switch Company File to Multi-User Mode.
   
   
3. Move to the workstation and open QuickBooks Desktop Point of Sale.
4. Under the File menu, click on Preferences and select Workstation.
5. Under General, type the number you want to assign to the workstation under the Please enter the number for this workstation field.
6. Click on Save.

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At this point, we would like to conclude this blog on the process of QuickBooks Point of Sale Network Configuration. We hope that the information listed above helps you with your searched query. On a different note, if you require additional assistance, dial QuickBooks Helpline Number 1-(855)-856-0042 anytime.