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Install QuickBooks on the server PC. Refer to Installing QuickBooks in the ALLDATA ® QuickBooks Installation and Setup Guide.
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Install MANAGE SM 4.4 or later on the server PC. Refer to the ALLDATA ® MANAGESM Installation Guide.
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Set up QuickBooks on the server. Refer to Setting Up QuickBooks, including:
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Create a new company of company type Service Business in QuickBooks
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Set up accounts and items
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Set sales tax rates
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Start MANAGE SM on the server PC.
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On the server PC (never on the client PC), Use the Accounting Setup window to integrate with QuickBooks. Refer to Activating Accounting Integration in MANAGE.
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On the Server PC, install the QuickBooks RDS Server software.
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The QuickBooks Remote Data Sharing Server – Setup window displays.
See the QuickBooks Remote Data Sharing Server -Setup window example.
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Complete the RDS Server PC setup. Refer to Setting up the QuickBooks RDS Server Application.
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Open QuickBooks with the integrated company file and then launch the RDS Server. Refer to Launching the RDS Server. The Server application should remain open on the server PC while you install the client software on the client PCs.
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On the Client PC, install the RDS Client software.
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The QuickBooks Remote Data Sharing Client – Setup window displays.
See the QuickBooks Remote Data Sharing Client -Setup window example.
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Complete the RDS Client PC setup. Refer to Setting up the QuickBooks RDS Client Application.
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With the Remote Data Sharing Client - Console window open on the client PC, open the Accounting Setup window on the server PC.
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From the Accounting Setup window in MANAGE SM, click Refresh QB Data.
Result: The Application Registration dialog box displays.
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Enter the RDS Login and password that you created on the server and click Yes, Always.
Result: A confirmation box displays
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Click Yes and then click Exit to close the console window on the client server.
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Verify the Current Activity information on the Server Console window and click Exit.