Install/Move QB to Cloud Server 2022

Overview

This article outlines the process for migrating the QuickBooks application from an older server version to our new Cloud Server 2022. To ensure a smooth transition, we highly recommend that the SysAdmin handles this process.

Process

NOTE: If you are setting up QuickBooks for a new customer on our Cloud Server, please begin the process from step 2.

Confirm with customer what the actual cutover will be. After you make a final copy of their QB they can no longer use it on their local desktops as that access will be outdated or obsolete.
Connect to customer, find QB file, make a local Back up. Transfer that QB Back up using Simple Help to the Cloud server, make a file folder on the C drive that is easy to find. Typically, C:\Users\Public\Public Documents is where Intuit will make a folder during step 5 so that folder could be a good spot.
Go to Help>About and take a screenshot of the version of QB and the License and Product numbers & info.
Ask customer for a log in and password for QB so you can log in once they have moved to the server.
Go to Cloud server, download the version of QB the customer has from this site https://downloads.quickbooks.com/app/qbdt/products.
Open the Control Panel on the server.
Open “Install Application on Remote Desktop Server” wizard.
Select “Next” when prompted to input a CDROM or Floppy Disk. Use the browse to find the installer. Run through the installer within the wizard.
Add the QB license info to completely finish the install.
When prompted to use Custom or Express settings, select “Custom”
Make sure to select “I’ll be using QB Desktop on this computer.”
Once the install finishes QB will open and ask that you restore the backup copy and sign in with the admin credentials.
Each user should follow the steps to log in/open that same QB file in the cloud and confirm they can get in and pull open the file ok.
Add the Intuit Folder with the backup, and all the QB install files to the Mango Backup.