(Previous Topic: Introduction)
The following sections outline the requirements for a successful Restaurant Manager QuickBooks Interface installation. Read through the following requirement sections prior to purchasing and setting up the interface.
The system requirements for the Restaurant Manager software would be as follows:
Installed Restaurant Manager Ver. 20 or later. Older builds used the master password to enter the interface. Current builds incorporate the same employee passwords setup in the Employee Setup form. In addition, there has been a security level option added in station configuration (requires admin password).
For RMPOS, BackOffice, and POSQBi, these applications should be installed by the Restaurant Manager dealer that provides the system. At the very least, you should be able to start the following applications from the RMWin folder:
Restaurant Manager’s POSQBi is compatible with QuickBooks 2018 (Pro/Premier/Enterprise, U.S. Edition) and version dated back to QuickBooks 2005. However, it is recommended more recent versions of QuickBooks be used.
For QuickBooks, make sure you have followed the installation procedures provided for in the manual. Make sure you have the Pro or Premier edition of QuickBooks for the interface to work. To check if you have it already installed, you may:
If after any of the above starts QuickBooks without any errors being reported, then it means that it is installed.
It is assumed that you already have a QuickBooks company file set-up and in use in your operation. If not yet, then refer to the QuickBooks manual on the proper procedure on setting up a company file.
Another option, you may call Intuit and request for a certified QuickBooks Advisor in your area to help you on this process and make sure that you inform him that you are setting up a company file to work with a QuickBooks integrated application, in this case the Point of Sale QuickBooks Interface (POSQBi).
Check on the QuickBooks manual for contact information. You may also visit http://www.intuit.com or http://www.quickbooks.com for some after sales support and additional information.
Note: It is highly recommended that a person with specific knowledge of the restaurant’s QuickBooks Chart of Accounts be present when configuring the initial setup of the Restaurant Manager QuickBooks interface.
In the QuickBooks terminology, a "company file" is the term used for "database file". QuickBooks allows you to create and use any number of separate databases (but you can only work on one at time). There may be instances where more the one "Company file" is being used, Example might be multiple store locations or two business entities in the same location (gas station/restaurant). So a business might be running a separate database "Company File" from within the same QuickBooks program.
When you create a company in QuickBooks, it creates a "company file". When you create the company file, you give it a name, and specify where it should be located on your computer or network. The company file will have the suffix of ".qbw"
It is assumed that you already have a QuickBooks company file set-up and in use in your operation. If not yet, then refer to the QuickBooks manual on the proper procedure on setting up a company file.
As an alternative, you can also use the included sample company files as template when building a company file of your own. You can copy either of these files to another filename of your choice and use that. These files are:
During the setup procedure it is important to map to the correct company file. It is recommended that you know the location of the restaurant company file prior to setup.
As another option, you may call Intuit and request for a certified QuickBooks Advisor in your area to help you on this process and make sure that you inform him that you are setting up a company file to work with a QuickBooks integrated application, in this case the Point of Sale QuickBooks Interface (POSQBi).
The following Windows systems listed meet Restaurant Manager requirements. Please visit the Inuit website for additional requirements: Support.quickbooks.intuit.com
The following Window Operating Systems may be used:
Windows 7 Pro
Windows 10 Pro
Windows Server 2001, Server 2016,
Note: QuickBooks requires Windows operating systems above to be natively installed.
The following are additional requirements found on the Inuit website:
U.S. version of only
Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
Disk space requirements for additional software: 250 MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD
Note: Windows Home Server Edition is not supported.
The required installed software being large applications, the better system hardware set-up that can be provided would provide better performance.
However, as a guide, the minimum hardware should be as follows:
2.0 GHz processor; 2.4 GHz recommended
1 GB RAM for single user, 2 GB RAM recommended for multiple QuickBooks users (QB requirement)
Minimum 80 GB hard drive
4x CD-ROM drive required for CD installations (QB Requirement)
Display optimized for 1024 x 768 screen resolution or higher; 16-bit color or higher
Contact your dealer to check if you have met the minimum hardware requirements for all the above applications to work properly.
If running QuickBooks software on a computer other than the rmserver (recommended), you will have to map the where the rmwin folder resides on the QuickBooks computer. Use standard PCI network protocol when mapping drives. You may also have to setup firewall permissions depending how the network has been configured.