Installing QuickBooks on a Separate Machine

Some BigTime customers would prefer not to install BigTime and QuickBooks on the same computer. For these customers, BigTime has created an add-on product called the Remote Monitor which can be downloaded and installed from the BigTime support website.

BigTime typically creates a conduit, running behind the scenes, between your BigTime server and QuickBooks. By installing and configuring the Remote Monitor onto a specific user's desktop, you're moving that conduit off of the server and putting it onto a user's desktop instead. Once you do, all of the conversations and data transfers between BigTime and QuickBooks will happen at that user's desktop (instead of on the BigTime server).

This section outlines how that product works and how to install the Remote Monitor. To take a look at how Remote Monitor works, take a look at the QuickBooks Integration chapter.

Installing the Remote Monitor

The Remote Monitor is an add-in product that can be downloaded from the BigTime support site. Just login to the support site and take a look at the "templates" area. There, you'll see a list of "additional downloads." The Remote Monitor is one of these downloads. To install remote monitor, just follow these instructions:

1. Download the Remote Monitor file from the support site (see above) and save it to the computer which will be used to connect to QuickBooks.
2. Unzip the installation package, and then run SETUP.EXE. This will create the Remote Monitor shortcut and will copy the program files to your local PC which enable you to link with the BigTime server.
3. Open up an internet browser and login to the BigTime server. You should note the following: the BigTime Server URL, your login and your password. You'll need that information in order to setup Remote Monitor.
4. Open QuickBooks and your company data file. You'll need to login to QuickBooks (initially) as the QuickBooks Administrator.
5. From your Start menu, choose Programs...BigTime...Remote Monitor. The remote Monitor will pop up with a LOGIN window similar to the one shown below. Enter the full URL for your BigTime website in the URL line. Then, enter your user name and password and click the OK button to connect.

   

6. Once the system is logged in, you'll be able to see the standard Remote Monitor screen. You can use the QuickBooks...Initial Import menu item to import your information from you company data file into BigTime. The QuickBooks...Settings menu can be used to change your integration settings per the instructions elsewhere in the System Guide or in Online Help.

For more information about how Remote Monitor works (and how it changes the way your QuickBooks data is posted and retrieved), take a look at the special Remote Monitor section of the Integration chapter.