If they use a portable backup file, it may be workable. I see this as applying checkouts to the doc lib before they could edit their local copy, but I have not done this with QB files. I think the risk for problems to lose transactions or damage the database would be too great. ![]() The SharePoint libraries, with the local synch options, could work PROVIDED no one is in the company files at the same time. Hi DodahD, I think you understand what I am getting at. If we could just use Quickbooks online, that would be the easiest and most logical answer. When you say Quickbooks apps, if you mean Quickbooks online, some people don't want to use that because Intuit supposedly does data mining of data you store on their cloud app. ![]() Assuming any of this theory can actually work, will each person essentially have to operate as their own QB server? Are there any standalone versions where each person can install that? Will you be using Android or iOS devices? The new QuickBooks apps can work with here.ĭroid. We don't want to have to maintain an IT infrastructure. Can you dedicate a workstation or small lan for remote desktop? Are you wanting to share the data entry chores or reporting? We considered QB online, but people have heard that they data mine info you store with them. We do not want any central LAN, we want everyone to operate via laptops/tablets, and all central meeting points of info and shared storage will be in the cloud. We want to do everything from Office 365 online except accounting, and if accounting could be done within 365, we would probably even opt for that instead of QB. So my thinking was that maybe, if each person synched this doc lib containing all needed QB files you listed above, to their own hard drive, and then opened the QB workbook locally, made changes, changes are written to their local QB db file, and since the workbook and db file are both linked, as soon as either of them change, the changes synch back to SharePoint.Įveryone is in a variety of locations. ![]() I have done this with non microsoft docs such as psd and the synch works and the changes immediately reflect in SharePoint if connected to the net. I know that you can synch a SharePoint doc lib to a special folder on your hard drive if one has SkyDrive Pro installed locally, and changes made locally to the file will immediately upload back up to SharePoint and synchronize. We do not expect SharePoint or 365 to execute QB, we want everybody to execute QB locally. We just want the files to be stored on a central cloud location, preferably a SharePoint library. can be stored in the SharePoint libraries Reports, backup copies of the company files, transaction batches, templates, etc. To all experts, I know that Quickbooks can't be opened from SharePoint, and has to be opened in a LAN server env, or a cloud based one with the necessary QB infrastructure.ĭoDahD QuickBooks Pro can be installed and shared in a LAN, but not in SharePoint 365.
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