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QuickBooks Server Technical Specifications (sourced from Intuit and our recomendations).

Here are the Quickbooks RECOMMENDATIONS:


https://quickbooks.intuit.com/desktop/enterprise/technical-specs/



Plus see our requirements for QB server below:


How to set up QB server



QB Server Setup:


Usually, we require QB app started, but no company file opened. Only in case of a very slow QB, we recommend opening QB company file with integration user credentials. Also – nobody should use that Windows session for working with QB manually – it should be Windows user only for integration.


1. QuickBooks app (full version) must be installed and registered on the computer where QRemote connector is installed under the same QB server user (usually admin user).


2. Windows user under which QRemote server installed must be logged in 24/7 if you want 24/7 integration. It must set as auto user meaning that it has to log in automatically when the server rebooted. RDP session must have no timeout limitation, and the user must remain logged in even when remote session is disconnected.


3. QRemote server and QB (QB32.exe) must be set in the startup sequence for that server user to make sure that they are re-started when the server rebooted.


4. Only one RDP session should be allowed for that Windows user.


5. Logging out should not be used for that user if it started as RDP session.


6. RDP access for that user should be provided for us as well – so we can fix connectivity issues as soon as we notice them.



Windows Session Setup:


1. Only QB application must always be running (no company file open manually – integration opens and closes company file automatically; very important – integration opens and closes company file – not QB application).


2. Summarizing: you need a Windows session that is not “disconnected” at any time when flows are running and QB running under it. Could be a console session (on the physical or virtual server) or RDP session with no timeout.


Port 4500 Forwarding and Testing


Implement port 4500 forwarding and test it using telnet (instructions are below).



Port 4500 and your Firewall

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Most companies' servers are behind a so-called "firewall" or similar devices that block external access to improve security. For InterWeave to work, your firewall needs to allow inbound/outbound connections (TCP/UDP) to install your QODBC Driver with QRemote connector your QuickBooks Company file on port 4500 and to run integration. Please make sure that this is the case (you may need to contact your hosting provider or IT support for that).


Once the RDP remote access is allowed, please send the following pieces of information to support:

  • Your static IP address (you may need assistance of your IT contact for this)
  • Location of your company file(s) (including filename) on the QB machine (e.g. C:\QBFiles\Company.qbw)
  • Location of your test company file copy (optional)


Port 4500 and Networking

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In order to establish the correct connection to QODBC connector port 4500 has to be forwarded to a server on which QODBC Driver with QRemote connector is installed. Please see port forwarding in your router documentation.


Access to port 4500 must be opened in both external (router) and internal (server) firewalls if both are used.


Testing your connection for correct Port Forwarding

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1. In order to test an internal (server) firewall settings follow instruction below:

From another computer inside local network run

telnet LLL.LL.LL.LLL 4500 - where LLL.LL.LL.LLL is a local IP address of the server QODBC Connector is installed. Telnet window should open. When it is closed you should see the message in the logging tab of QODBC connector. This test shows that Connector is installed properly and Windows (and other –if present) firewall is properly configured


2. In order to test an external (router) firewall settings follow instruction below:

From another computer, outside of local network run

telnet XXX.XX.XX.XXX 4500 - where XXX.XX.XX.XXX is an external IP address of the server QODBC Connector is installed. Telnet window should open. When it is closed you should see the message in the logging tab of QODBC connector. This test shows that port forwarding is done correctly and external (router) firewall is configured properly.

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