Install QuickBooks/Quicken On Your Server
If your server is headless and/or doesn’t contain a CD/DVD optical drive, it can be a bit tricky to install an application like QuickBooks or Quicken directly onto it. Here are some steps to help guide you through the process:
1. Select “Dashboard” from the Launchpad application and sign in to open the server Dashboard application.
2. Click on “STORAGE” in the navigation pane.
3. On the “Server Folders” tab, click on the “Add a folder” task in the Tasks pane.
4. Use the Add a Folder wizard that opens to create a new shared folder on your server named “Intuit Setup Files” and grant the server’s administrator user account read/write access to the folder.
5. Insert the QuickBooks/Quicken installation CD/DVD and open up an Explorer window so that you can view the contents of the CD/DVD.
6. Select “Shared Folders” from the Launchpad application and open the “Intuit Setup Files” shared folder that you just created in step #4 above.
7. Copy (drag-n-drop) ALL of the files and folders from your QuickBooks/Quicken installation CD/DVD into the “Intuit Setup Files” shared folder.
NOTE: There may be a lot of files that need to be copied over and so this may take a while.
8. Start a Remote Desktop Connection to your server as any user account with administrator privileges.
9. From the administrator user account’s desktop double-click on the “Dashboard” icon to open the server Dashboard application on the server.
NOTE: The server Dashboard application MUST be opened from the administrator user account’s desktop (and NOT from the Launchpad of one of the computers on the network) in order to successfully install QuickBooks/Quicken directly ON THE SERVER!
10. Click on “STORAGE” in the navigation pane.
11. On the “Server Folders” tab, select/highlight the “Intuit Setup Files” folder and then click on the “Open the folder” task in the Tasks pane.
12. Locate and run the QuickBooks/Quicken setup program (i.e. “install.exe“, “setup.exe”, etc.) in order to install QuickBooks/Quicken directly on your server.
If you receive an error from the QuickBooks/Quicken setup program alerting you that the .NET Framework 2.0 is required, or that it couldn’t be installed, do the following in order to install the .NET Framework 3.5 Features (which includes both .NET 2.0 and 3.0) on your server:
a) From the administrator user account’s desktop type Win+F to open Search, click on “Apps“, type “Control Panel” (without the quotes), click on the “Control Panel” result to open the Control Panel, and click on “Turn Windows features on or off“.
b) In the Add Roles and Features Wizard that opens, click on “Server Selection“.
c) Click on “Features“.
d) Check the box in front of “.NET Framework 3.5 Features“, and click “Next“.
e) Click “Install” to install the .NET Framework 3.5 Features (which includes .NET 2.0 and 3.0).
You can now go back to step #12 above and run the QuickBooks/Quicken setup program (i.e. “install.exe“, “setup.exe”, etc.) again in order to install QuickBooks/Quicken directly on your server.
NOTE #1: Any 2009 or later Windows-based version/edition of QuickBooks may be used. Any Windows-based version/edition of Quicken may be used.
NOTE #2: While WSE RemoteApp/WSE QuickBooks/WSE Quicken should be able to locate QuickBooks/Quicken anywhere on the server, it is recommended that you install it to its default/suggested location on the server’s C drive.
NOTE #3: QuickBooks 2011 (and later) includes a feature that keeps the main QuickBooks application file (QBW32.EXE) continuously running in the background in an attempt to decrease the startup time of the application. This functionality is NOT compatible with WSE RemoteApp/WSE QuickBooks. Therefore, if you are using QuickBooks 2011 (or later), please be sure to disable the feature in QuickBooks Preferences as follows:
a) Open QuickBooks and open your company file.
b) Choose Edit -> Preferences.
c) Choose the “General” icon in the list on the left.
d) Choose the “My Preferences” tab at the top.
e) Click to clear the “Keep QuickBooks running for quick startups” checkbox.
f) Click OK.
NOTE #4: After the QuickBooks/Quicken installation has completed successfully, you can return back to the server Dashboard application and click on the “Delete the folder” task if you no longer need/want the setup files on your server.
That’s it! You now have a copy of QuickBooks/Quicken installed directly on your server and you are ready to install and use WSE RemoteApp, WSE QuickBooks, and/or WSE Quicken.
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