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Syncing the QuickBooks files between two computers, majority of the users are unsure about the process to do so. In case you try to sync the data without complete information, then you might face issues. Thus, considering this fact, we have tried to summarize the entire information of syncing QuickBooks files between two computers. – PowerPoint PPT presentation

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Title: arundidm (4)


1
Sync QuickBooks Files between two Computers
  • uberaudit.com

2
How to Sync the QuickBooks files
  • Syncing the QuickBooks files between two
    computers, majority of the users are unsure about
    the process to do so. In case you try to sync the
    data without complete information, then you might
    face issues. Thus, considering this fact, we have
    tried to summarize the entire information of
    syncing QuickBooks files between two computers.

3
Important
  • You need to ensure that there is a correct
    installation option for each system. It is also
    important for you to check for both the systems
    connected on the same network. Another option
    available for you is to uninstall and reinstall
    QuickBooks on both the systems and then use
    QuickBooks on both computers with the right
    options.
  • When you reinstall, the configuration gets
    completed on both desktop then the primary
    desktop will store the company file and also will
    allow you to sync the data to other systems on
    the network.

4
Process
  • You need to install and download data transfer
    utility provided by Intuit.
  • Then required to paste the company file to the
    primary system from a secondary system. And can
    also save the company file to disk.
  • Start QuickBooks on the primary computer.
  • Now, we need to select the file and open a
    company file from the secondary computer and also
    select the open company option.
  • Now, select the data transfer utility and open
    source company tab in the export data from the
    source company.

5
  • Pick Yes and permit Access . After which, click
    on Continue than Yes, and Done in QuickBooks.
  • Followed by checking the File Menu and also
    selecting Close Company option in QuickBooks.
  • Click on the File Option and then click on Open
    or Restore Company.
  • Now you are supposed to select Open Destination
    Company of disk transfer utility from the Import
    Data into destination company.
  • Select Yes, than Always Permit Access .
  • Now, click on Continue, Yes, and Done
    respectively.
  • Go for the Close Tab for currently connected to
    field in the data transfer utility.

6
  • Followed by selecting the File Menu and also
    selecting Close Company in QuickBooks.
  • Select Type of Data and change tabs respectively
    from Data Transfer Utility. Along with that
    select an option that presents the information
    you wish to import to the destination file.
  • Lastly Navigate To The Import Data into
    destination, in the Data Transfer Utility and
    also select the Import Data Tab.
  • This way to sync the files between two computers
    successfully.

7
Steps to share the desktop version
  • Database file manager permits the software to
    interact with the QuickBooks desktop company
    file. Below are the steps to turn on host. You
    should ensure that you are using a server to host
    the file, which you will not need to turn on
    hosting for workstations. Now, let us check out
    the steps involved
  • Step 1 For this, you need to first navigate to
    the file menu and also select the utilities tab.
  • Step 2 Followed by selecting the host multi-user
    access.
  • Step 3 You need to select yes to confirm.
  • Step 4 Initially, navigate to the server system,
    which is the computer that stores the company
    file.

8
  • Step 5 At the server system, you need to
    navigate to the start menu and also search for
    the database server manager.
  • Step 6 Now select the QuickBooks database server
    manager from the resulting drop-down menu.
  • Step 7 Click on browser and browsing the folder
    where the company files are to be saved, in case
    the folder locations arent displayed in the
    previous step. Also, hit OK after that.
  • Step 8 Select the Start Scan option, which will
    repair all the firewall permissions to enable QB
    to communicate over the network.
  • Step 9 Close and try to open QB in multi-user
    mode on your workstations.

9
Database server setup for sync
  • Head to the scan folders tab, add folders, and
    scan, so as to scan the primary computer for the
    QuickBooks company file. Click on close once your
    verified company file has been found.
  • Click on the company menu.
  • Move to the set up users and password and click
    on set up users tab within QuickBooks on primary
    system.
  • Click on the given tab of add user in the system
    display and then assign QuickBooks username and
    password.

10
  • Select the access options for secondary computer
    and hit next tab.
  • Choose the changing or deleting transaction
    permissions.
  • Move to the next and finish tab.
  • Click on open or restore company and click on
    open a company in QuickBooks on the secondary
    system.
  • Look for the location on the network where the
    primary company file is stored.
  • Select the file, then login with the username or
    password created on the primary system.

11
  • Thank You
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