Select Company Data File

To link to the back-end database or company data file, select Relink Company Database from the Tools tab. The Select Company Data File screen is used during initial setup and as needed to switch back and forth between companies. The currently selected company is referenced in the Current Company field. The steps for linking to a new back-end database file vary depending on whether you are linking to a Microsoft Access® or SQL Server® back-end database. The steps for each are provided below.

Microsoft Access

1. On the Select Company Data File screen, click the Browse button to find the accdb database file located on the server. The back-end database file should include the suffix “_be” in the file name. Select the file and click the Open button to close the browse dialog box.
   
   
   • Note: To avoid problems synchronizing mapped drive letters and maintaining mapped drives on each client PC, specify a UNC path in the File Name field when selecting a new location for your back-end database. The syntax for a UNC path is \\servername\sharename\path\filename where sharename is the name of the shared folder on the server. The UNC format will be automatically created for you if you browse for the back-end database using the network folder instead of a mapped drive folder.

2. Click the Refresh Links button to link to the company database file. A message box will appear when the process has completed.

SQL Server

1. On the Select Company Data File screen, select a DSN name from the drop-down list. The Database name should populate automatically based on the default database selected when the DSN was created. If it does not, reopen the ODBC Data Source Administrator and use the ‘Configure’ button to assign the correct default database.
2. If using Windows authentication, keep the Use Trusted Connection field checked. If using SQL Server authentication, unselect the Use Trusted Connection checkbox and enter the SQL Server login name and password for the database.
3. Click the Refresh Links button to connect to the selected company database file.