QuickBooks is an accounting software that is primarily used by Student Print(SP), but some ASM staff have use for it as well. The licenses are kept by the staff, but the primary contact of whomever you are installing the software for should have a copy of it as well.

Notes

Make sure customer has following info on hand:

• License Number
• Product Number
• QuickBooks login information

Necessary Mapped Drives for SP: \\RSO-SP-014.doit.wisc.edu\Quickbooks Hosting

Necessary Permissions group: RSO - Student Print - QB - Share

If having database connection issues: run updates on QuickBooks with Admin rights

How to Set Up QuickBooks

1. Navigate to \\rso.drive.wisc.edu\ASM\RaDS\Software Licenses\
2. Copy the QuickBooksEnterprise20 setup application to the local computer
3. Run the setup application with Admin rights
4. Have user input the License and Product Keys to continue with installation
5. select defaults for everything
6. When prompted for a version to install, ask customer which one
   • Student Print uses Enterprise Retail
7. It might prompt for an update, run them
8. Upon relaunching the program, click on "Open Existing Data File"
9. In the window that pops up, navigate to the most recent QuickBooks file
   • Student print's is located within the Necessary Mapped Drive
10. Click open on the file and then a prompt for a login will appear
11. Have user log in with their QuickBooks Credentials
    • Note: A user can only have one instance of QuickBooks open at a time with any given login
12. If Various data and spreadsheets are accessible, then the program is setup properly.