Xact Link for ACT! and QuickBooks Server Guide

Step 2 – Configure QB Link Server

Make sure current Windows login has administrative privileges.

• Run QB Link Server
• Select Yes to run initialization setup
  
• Click OK to proceed
  

To setup QB Link Server as a Windows Service skip to Step 2b – Windows Service Setup otherwise continue to Step 2a – Setup as Windows Application

Back to top ^

Step 2a – Setup as Windows Application

• Select Yes to configure QB Link Server as Application
  
• Select the QuickBooks company file (“qbw” file)
  
  
• The next step is to request permission from QuickBooks so QB Link Server has access to the company file selected at previous step
  
• Make sure QuickBooks is running with the company file opened (make sure you login as Admin).
  Click OK to proceed
  
• Now, switch back to QuickBooks and the following dialog should appear. See Troubleshooting section if this is unsuccessful.
  
• Select Yes, always; allow access even if QuickBooks is not running option
• Set Login as: drop down to QBLinkServer
• Click Continue to proceed
• Click Yes to confirm and click Done to dismiss the following dialog box
  
• Switch back to QB Link Server
• Click OK to save the settings.
  If prompted select Yes to allow QB Link Server to save the settings to disk.
  
  

Setup is now completed.

Back to top ^

Step 2b –Windows Service Setup

For some of this setup you would need to have Windows administrator privileges

• Select No to operate QB Link Server as Windows Service
  
• The following prompt is notifying that QB Link Server has not been installed or registered in Windows Service.
  
• We recommend creating a new Windows user where QB Link Server will run under.
  Select No as we will set this up later after creating a new Windows user
  
• Select the QuickBooks company file (“qbw” file)
  
  
• We will request access from QuickBooks after setting up a new Windows user account.
  
• Click Cancel to skip this step.
• Click OK to save the settings. If prompted select Yes to allow QB Link Server to save the settings to disk.
  
  
• Click OK to continue
  
• Exit QB Link Server

The next step is to create a new Windows User. You will need to be a Windows Administrator (or Domain Administrator in a Windows Server domain environment) to perform this task.

Creating a new windows user in Windows 7 Professional

• Open Windows Control Panel and select Add or remove user accounts
  
• Click Create a new account
  
• Type in “QBLinkServer” as the new user name (or pick any other unique name if you wish)
  
• Make sure Administrator is selected as the user type
  Click Create Account button to create a new user
• A new Windows user is now created
  
• We now need to assign a password to this new account
  • Click to open the account
  • Select Create a password
    
  • Type in the password and click Create password
    

Creating new Windows user is completed.

Now that a new user is created the next step is to request permission from QuickBooks and install QB Link Server in Windows Services.

• Log off from the current Windows user
• Log into the new Windows user we have just created (“QBLinkServer”)
• Run QuickBooks with the company file open
• Run QB Link Server
• Click Request access to QuickBooks
  
• Click OK to confirm
  
• Now, switch back to QuickBooks and the following dialog should appear. See Troubleshooting section if this is unsuccessful.
  
• Select Yes, always; allow access even if QuickBooks is not running option
• Set Login as: drop down to QBLinkServer
• Click Continue to proceed
• Click Yes to confirm and click Done to dismiss the following dialog box.
  
• Close QuickBooks
• Switch back to QB Link Server
• Click Install service button, click OK to confirm.
  
• Click OK to proceed
  
• Click Yes to allow QB Link Server to be installed in Windows Services
  
• Windows Service will show a dialog that prompt for the user name and password which this application will run under.
  Type in the password you have set for “QBLinkServer”
  
  Technical Note:
  Username is formatted as follows: [domain name]\[user name]
  For local user, domain name may be replaced by computer name or a dot (‘.’) e.g. “.\QBLinkServer”
• QB Link Server is now installed in Windows Services.
  
• Before starting the service make sure QuickBooks is closed

Back to top ^

<< Previous Next >>