Where to find it
Path: Help > Help Center, then search for QBM Installer.
This topic is a help or support guide rather than a transaction entry screen. Open it from the Help Center and search by the guide title or the main keyword.
Guide Summary
| Audience | End users, administrators, implementation staff, and support staff. |
|---|---|
| Applies To | QBM Installer, QBM Standard, QBM POS, QBM Retail, QBM Server, QBM Services, and QBM Complete installations. |
| Purpose | Install or update approved QBM packages with a clearer selection screen, license review, backup option, server handling, connection setup, repair, and revert support. |
| Expected Result | The selected QBM package installs or updates successfully, with the installer showing status, progress, and support evidence if something needs review. |
When To Use It
- Installing QBM on a new computer.
- Updating an existing QBM workstation to an approved package.
- Installing QBM Server for a multi-computer setup.
- Installing QBM POS or QBM Retail for a store or cashier computer.
- Installing QBM Services for browser, mobile, or integration-related QBM features.
- Saving the current QBM folder before an update.
- Reverting the last installer-managed package update when support confirms that rollback is appropriate.
- Running Diagnose and Repair when support asks the installer to check the selected package.
Important: QBM Installer is for installing and maintaining QBM program files. It is not a replacement for company backup, database restore, user setup, accounting setup, or daily QBM transactions.
Before You Begin
- Close QBM on the computer before installing or updating.
- Ask other users to exit QBM before updating QBM Server or shared services.
- Make sure Windows is signed in with a user allowed to install software.
- Keep the internet connection stable when the installer needs to download a package.
- Use only the approved QBM Installer download provided by QBM support or the official customer download page.
- Keep Save current installation before installing selected unless support tells you otherwise.
- Confirm which edition or component is needed before clicking Install.
- For server work, confirm the server computer name, the database instance name, and whether this is a single-computer or multi-computer setup.
Main Screen
| Area | What It Does | How To Use It |
|---|---|---|
| Language | Changes the installer language. | Select the language easiest for the person doing the installation. |
| Help | Opens the installer help guide. | Use it before installing if you are not sure which package to select. |
| Package groups | Shows available QBM packages by purpose. | Open the group, then select only one package for the current action. |
| Details panel | Shows the selected package, current version, new version, service name, port, warnings, and progress. | Review this panel before clicking Install. |
| View EULA | Opens the QBM End User License Agreement. | Read the license before accepting it. |
| I accept the QBM End User License Agreement | Confirms that the license was accepted. | The installer cannot continue until this is checked when required. |
| Save current installation before installing | Saves the current package folder before replacing files. | Leave it selected for normal updates. |
| Install | Installs or updates the selected package. | Click after selecting the correct package and accepting the license. |
| Stop QBM Server | Stops QBM Server when it may block a server update. | Use only when shown and when no users are working in QBM. |
| Revert last installation | Restores the last installer-managed backup for the selected package. | Use only after support confirms this is the correct recovery step. |
| Diagnose and Repair | Checks the selected package and offers approved repair actions. | Use when support asks for a package health check or repair attempt. |
| Cancel | Cancels an active package download. | Use only while the installer is still downloading. It is not available while files are being replaced. |
Package Choices
| Package | Use When | Notes |
|---|---|---|
| QBM Standard / Professional / Premier / Enterprise | The computer needs the main QBM desktop application for accounting, sales, purchases, inventory, and office work. | For multi-user companies, QBM Server should be installed or updated first. |
| QBM POS | The computer is used for cashier, barcode, receipt, and counter sales workflows. | For networked POS, confirm QBM Server is ready before installing POS clients. |
| QBM Retail | The shop uses a single-computer retail setup. | This option is intended for standalone retail use and normally does not need a separate QBM Server installation. |
| QBM Server | Multiple computers need to connect to the same company data. | Install this on the server computer before installing or updating client computers. |
| SQL Server Express 2022 | The QBM Server database engine needs to be installed or updated. | Use the default instance name unless the customer environment requires a different one. |
| QBM Services | The customer uses QBM web, mobile, or integration features that require QBM services. | Install this on the correct server or service computer according to support instructions. |
| Utilities | Support asks you to install a required Windows component for older computers. | Use only when the installer or support identifies that the computer needs it. |
| QBM Complete | A new single server computer needs the main QBM application, QBM Server, and QBM Services together. | This option does not install QBM POS. Install POS separately on cashier computers if needed. |
New Installation
- Open QBM Installer from the approved download.
- Select the language if needed.
- Choose the package that matches the computer role.
- Review the details panel for selected package, current version, new version, and any warnings.
- Click View EULA and review the license.
- Check I accept the QBM End User License Agreement.
- Keep Save current installation before installing selected when available.
- If this is a server package, review the server and database settings before installing.
- Click Install.
- Approve the Windows administrator prompt if it appears.
- Wait until the installer shows success or a clear error message.
- Open QBM and confirm the expected shortcut, login screen, or service workflow works.
Single-computer setup: use QBM Retail for a standalone retail computer, or QBM Complete when the computer must host QBM Server and the main QBM application together.
Multi-computer setup: install or update QBM Server first, then install QBM Standard or QBM POS on user workstations.
Update Existing QBM
- Confirm the customer has a current company backup before major updates.
- Close QBM on the target computer.
- For shared environments, schedule the update when users can exit QBM.
- Update QBM Server first when client computers connect to a shared server.
- Open QBM Installer and select the package to update.
- Review current version and new version in the details panel.
- Keep the installer backup option selected.
- Click Install and allow the update to finish.
- If prompted that QBM Server should be updated first, stop and confirm whether the server is already updated on another computer.
- After updating, open QBM and test login, one normal list screen, and one normal print or preview action if relevant.
Do not mix versions casually: when a company uses QBM Server, keep server and client computers on approved compatible versions.
QBM Server Setup
| Item | Meaning | Recommended User Action |
|---|---|---|
| QBM Server | The shared service used by multiple QBM computers to work with the same company data. | Install it on the server computer before installing client workstations. |
| Database instance name | The name QBM uses when connecting to the database service. | Use the default value unless the customer already uses a different approved name. |
| Temporary administrator password warning | The installer may show a reminder to change the temporary database administrator password after setup. | Have the administrator change it immediately after installation according to the customer password policy. |
| Stop QBM Server | Stops the running server service so files can be updated safely. | Use only when all users are out of QBM and the installer shows the button. |
| Default port | The standard QBM Server connection port shown for customer reference. | Use the shown value when configuring QBM client connection settings unless support gives another value. |
| Server restart | The installer restarts QBM Server after server install, update, or revert when needed. | Wait for the installer to finish before users log back in. |
Server update warning: updating QBM Server can affect all connected users. Schedule the work and confirm users are out before stopping or updating the server.
QBM Connection Settings
The Configure QBM Connection button helps save the server connection details used by QBM on the computer. This is optional and does not block installation.
- Click Configure QBM Connection after selecting the relevant package.
- Enter or confirm the connection name, server name, instance name, port, and active status.
- Use the same server and instance details approved for the company.
- Save the settings.
- Open QBM and confirm the connection appears or works as expected.
| Field | What It Means | Best Practice |
|---|---|---|
| Name | The friendly connection name shown to the user. | Use a clear customer or branch name. |
| Server | The computer or address where QBM Server is installed. | Use the server name provided by support or the customer's administrator. |
| Instance Name | The database instance used by QBM Server. | Use the same name selected during server setup. |
| Port | The QBM Server connection port. | Use the default shown by the installer unless support instructs otherwise. |
| Active | Marks the connection as available for use. | Keep active for the normal company connection. |
Backup And Revert
The installer can save the current QBM package folder before installing an update. This gives support a way to restore the last installer-managed package folder if the update needs to be rolled back.
Backup Before Install
- The option is selected by default for normal installs and updates.
- It saves program files for the selected package before replacing them.
- It does not replace a proper company database backup.
- It should stay selected unless support gives a reason to turn it off.
Revert Last Installation
- Open QBM Installer.
- Select the same package that needs rollback.
- Click Revert last installation.
- Approve the confirmation only when support confirms the rollback is appropriate.
- Wait for the restore to finish.
- If QBM Server is involved, wait for the server restart to complete before users log in.
Important: Revert restores installer-managed program files. It does not roll back database changes, company data, transactions, or accounting setup. Always use the correct QBM database backup and restore process for company data.
Diagnose And Repair
Diagnose and Repair checks the selected package and may offer approved repair actions. It is useful when support needs to confirm package state, missing files, stale shortcuts, service status, or installer-managed package problems.
- Select the package that has the problem.
- Click Diagnose and Repair.
- Review the findings.
- If the installer asks for confirmation before repair, read the action first.
- Allow only repair actions that match support instructions.
- Send the repair result and log path to support if the issue continues.
Repair limit: repair is for installer-managed package problems. It does not correct wrong company data, wrong accounting entries, user permissions, product-key issues, or database content problems.
Common Messages
| Message Or Situation | What It Means | What To Do |
|---|---|---|
| No package selected. | The installer needs one package choice before it can continue. | Select one package from the list. |
| Accept the QBM End User License Agreement before installation. | The license was not accepted yet. | Open the EULA, review it, then check the acceptance box if approved. |
| Administrator permission is required. | Windows requires elevated permission for this install, update, repair, or revert action. | Approve the Windows prompt or ask an administrator to run the installer. |
| Online package list could not be refreshed. | The installer could not refresh the latest online package information. | Check internet access. If the built-in package list is used, confirm with support before production installation. |
| QBM Server is running. | The server may lock files needed for a server update. | Confirm users are out, then use Stop QBM Server if the installer shows it. |
| Client package recommends updating QBM Server first. | The workstation package may need a compatible QBM Server version. | Update QBM Server first, or confirm the server was already updated on another computer. |
| Download canceled. | The user canceled while the package was downloading. | Start the install again when ready. |
| Install failed. | The installer could not complete the selected action. | Do not retry repeatedly. Capture the error, log path, selected package, and recent actions for support. |
| Revert failed. | The installer could not restore the last package backup. | Stop and contact support. Do not manually delete QBM folders unless support instructs you. |
What To Send To Support
- Screenshot of the installer screen showing the selected package and message.
- The selected package name.
- Whether the action was Install, Update, Revert, Diagnose and Repair, Stop QBM Server, or Configure QBM Connection.
- Current version and new version shown by the installer, if visible.
- The exact message shown by the installer.
- The log path shown by the installer, or the latest installer log file if support asks for it.
- Whether QBM Server was running and whether users were still connected.
- Whether Windows asked for administrator permission.
- Whether the computer had internet access during the install.
- Whether this was a new install, update, repair, or rollback.
Security Notes
- Download QBM Installer only from the approved QBM source.
- Do not send Windows passwords, QBM passwords, database administrator passwords, product keys, private keys, or remote-access passwords in public chat.
- Do not send company database backups through unapproved channels.
- Do not change database passwords, server names, ports, or firewall settings unless the customer administrator or QBM support approves it.
- Do not run installer actions while users are actively saving transactions in QBM.
- Change any temporary database administrator password immediately after server setup according to the customer password policy.
Rubric Check
| Check | Pass Condition |
|---|---|
| Customer clarity | The guide explains QBM Installer in normal user language. |
| Workflow coverage | The guide covers selection, license acceptance, install, update, server setup, connection settings, backup, revert, repair, and support evidence. |
| Safety | The guide tells users to close QBM, coordinate server updates, keep backups, and avoid unsafe retries. |
| Security | The guide does not request passwords, product keys, private keys, or database backups through public channels. |
| Public wording | The guide avoids internal details and focuses on visible installer behavior. |
| Indexing | The page is linked from the help index and has searchable metadata. |