How do I access the POS data files from a server file?

I'm using POS 18.   I'm trying to access my point of sale data file from a server and not the workstation, but every time I open the data file, QB POS moves the data files to the workstation.  I want the file on the server so I can access it on our register in our store and at my desk to run financial items.   I do not need both locations open at the same time, so I don't need multi user. 

Answer

Hi there, jlturnbull

I appreciate for letting me know the steps you've tried to resolve this issue. I’ll help connect your POS data file on the server and not the workstation.

Here are are the possible reasons why the server isn’t connected when accessing your POS data file and goes back to the workstation:

  • The server is not in multi-user mode.
  • Firewall and/or third-party application is blocking the connection between the server and workstation.
  • Network connection issues.
  • The IP address used is a dynamic IP.
  • Network sharing and folder permissions are not configured properly.

To help fix this, let’s first create a backup before uninstalling and reinstalling the QuickBooks Desktop Point of Sale (POS).

Then, you can uninstall the program. Here’s how:

  1. On your keyboard, press Windows + R to open Run window.
  2. Type Control Panel, then select OK.
  3. Select Programs and Features. Note: If Control Panel is in Category View, select Uninstall a Program.
  4. In the list of programs, select QuickBooks Desktop Point of Sale 18.0.
  5. Choose Uninstall/Change.
  6. Follow the prompts to complete the process.

Once done, let’s reinstall POS as a "server" on your server computer and as long as the server computer has the company file. This way, it will change the installation type of POS from your workstation to the server.

Here’s how:

  1. Go to the location where POS was saved when you downloaded on your desktop. Double-click the QuickBooks Point of Sale executable file (ex. QBPOSv18.exe) to run the Point of Sale installation.
  2. Select Yes to All if prompted to overwrite the existing extracted files. Select Next to begin the installation.
  3. Read the Software License Agreement. If you agree, select I accept the terms in the license agreement, then select Next.
  4. Enter your License and Product numbers and select Next.
  5. Select the Server Workstation to be used for Point of Sale on the Multiple Users page.
  6. Select Install to continue.
  7. Restart your computer and then open QuickBooks Desktop Point of Sale to get started.
  8. After installation, activate QuickBooks Desktop Point of Sale and you’re all set.

The steps above will help you access your POS data file on the server. By doing so, you can access it on the register in your store to run your financial items.

If you’ve received any errors when connecting the POS data file to the server, please go through this article: Troubleshoot Multi User Issues in Point of Sale.

Keep me posted after performing the steps above, jlturnbull. I’m always glad to help you in any way I can.​ Thanks for doing business with QuickBooks!

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