How to Sync QuickBooks Files Between Two Computers

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How to Sync QuickBooks Files Between Two Computers

To sync files between two computers, you must connect both to the same network and make sure you’ve set the correct installation options for each computer. The best way to do this is to uninstall QuickBooks on both PCs and then reinstall with the correct options. Your QuickBooks company file remains on the computer when you complete the uninstall. Once you’ve reinstalled and configured QuickBooks on both computers, the primary computer stores your company files and allows you to sync data to other computers on the network. If you have two separate company files that need to be merged, you can use the Data Transfer Utility, a third-party commercial utility for merging company files.

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Database Server Setup

1.

Insert the QuickBooks installation disk into your optical drive or double-click your QuickBooks installer file if you downloaded the file. You must complete this process for both your primary and secondary computer.

2.

Click “Yes To All” and select “Next.” Agree to the terms in the license agreement and click “Next.”

3.

Select the option to use QuickBooks on this computer and to store the company file for network sharing, if you are installing QuickBooks on the primary computer. Otherwise, select the option to use QuickBooks but not store the company file on the secondary computer. Click “Next.”

4.

Provide your license and product number when prompted. Click “Install.”

5.

Click “File,” “Utilities” and “Host Multi-User Access” in QuickBooks on the primary computer.

6.

Click the “Scan Folders” tab, “Add Folder” and “Scan” to scan the primary computer for the QuickBooks company file. Click “Close” once you have verified the company file has been found.

7.

Click the “Company” menu, then click “Set Up Users and Passwords” and “Set Up Users” within QuickBooks on the primary computer.

8.

Click “Add User” and assign a username and password. Select your access options for the secondary computer and click “Next.”

9.

Select the options for changing or deleting transaction permissions. Click “Next” and “Finish.”

10.

Click “File,” “Open or Restore Company” and “Open a Company” in QuickBooks on the secondary computer. Browse to the location on your network where the primary company file is stored. Select the file and then log in with the username and password created on the primary computer.

Tip

You can access the default location for your company file in Windows 8 by swiping in from the right edge of the screen. If you’re using a mouse, point to the upper right corner of the screen and move the mouse pointer down. Select “Search” and type “File Explorer” in the box. Select “Apps” and “File Explorer.” Select the arrow next to the “Documents” library, then select “Public Documents | Intuit | QuickBooks | Company Files.” Your company file is within the Company Files folder.

Best Way to Sync QuickBooks Files Between Two Computers

Having trouble regarding Syncing QuickBooks files between two computers? Don’t worry here you’ll get all the answers related to your questions. Just go through this article in detail. You also can talk to an Intuit certified QuickBooks ProAdvisor and get help without wasting your time and effort.

Sync increased productivity and enhances flexibility in accessing the data. And, it is seen that most of the users wish to sync their data between devices in order to increase their productivity and enhance their flexibility in accessing the data. But they fail to sync the QB files between two computers as they don’t have any clear knowledge about it.

Here, we will provide you with trouble-free steps for how to sync QB files between two computers? As many users want to sync data or files between the devices in their workplace or home.

Note: Just make sure that there is a correct installation option for each computer, before syncing the files. And, also you need to check for both the computers connected on the same network or not. There is one more option available for you that is you can also uninstall QuickBooks on both the computers and after that reinstall them with the right options.

Synchronizing Quickbook files

In order to synchronize QuickBooks file between two computer, one way is to check correct installation options for each computer and connect both the computer on the same network and other best way to uninstall QuickBooks on both PCs and reinstall with the right options.

When you re-install and configuration will be completed on both desktop then primary desktop stores your company files and allow you to Synchronize data to other computers on the network. Other then this you can use Data Transfer Utility known as a third-party commercial utility if contain two separate company files that need to be merged.

Note: Synchronizing Quickbook files between two computers allows and make it easy for employees to collaborate on one unified accounting report.

Steps to Sync QuickBooks file between two computers:

Install and Download Data Transfer Utility provided by Intuit. Marketplace on the primary computer which hosts your company file (link in Resources).
Paste your company file to the primary computer from a secondary computer.
You can save company file to disk or transfer it to the source computer over your network.
Start QuickBooks on the primary computer. Choose ‘File’ and open a company file from the secondary computer and choose ‘Open company’.
In Data Transfer Utility. Select Open Source Company button in the “Export Data from the source company“.
Choose ‘Yes and permit access even if QB is Not Running’ and see the option to permit the application to access personal data. click on ‘Continue’ ‘Yes’ and ‘Done’ in QuickBooks.
Choose ‘Close’ button in ‘Currently Connected To’ field within the Data Transfer Utility.
Check the ‘File’ menu and choose ‘close Company’ in QuickBooks.
Click on ‘File’ option and then click ‘Open or Restore Company’ and choose ‘Open a Company’ in QB.
From the ‘Import Data Into Destination Company’ choose ‘Open Destination Company’ of Disk Transfer Utility.
Choose ‘Yes, Always permit access even if QB is Not Running’ and allow the application to access personal data.
Click “Continue,” “Yes” and “Done” in QuickBooks.
Choose ‘Close’ button for ‘Currently Connected To’ field in the Data Transfer Utility.
Select the ‘File’ menu and select ‘Close Company’ in QB.
Choose ‘Type of Data’ and ‘change’ button of Data Transfer Utility choose an option which best presents the information you want to import into the Destination file.
In Data Transfer Utility goto ‘Import Data Into Destination’ and choose Import Data button.

Now you have successfully synced the files between two computers.

Learn and support

As a result, I hope you find this blog useful. If you need any further information related to this topic or QuickBooks. Or if you are facing any issue while using QuickBooks. Or your QuickBooks is not working. Please feel free to contact us at our toll-free Customer Service. consequently, Our intuit experts will give you Quality and instant support.

Synchronizing Quickbook files between two computers makes it possible for employees to collaborate on one unified accounting report. For synchronization to work, there needs to be only one set of Quickbooks company files on the network, and you may need to merge existing company files together. It will, as of early 2013, require uninstalling and reinstalling Quickbooks on all affected machines.

Merge Company Files

Step 1
Download and install the Data Transfer Utility from Intuit Marketplace (link in Resources). This utility should be installed on the computer hosting the final company data file. This computer will be the “primary computer” for future instructions.

Step 2
Copy any secondary company data files to the primary computer. You can transfer the file over your company’s network, or, in a pinch, move it via a USB flash drive or CD-ROM.

Step 3
Start QuickBooks on the primary computer. Click on “File” and then select “Open or Restore Company,” and then “Open a Company.” Navigate to the location of the company file from the secondary computer.

Step 4
Start the Data Transfer Utility. You will be keeping both Quickbooks and the Disk Transfer Utility open, and will be switching between windows. Click the “Open Source Company” button in the “Export Data From Source Company” pane. Then click “Yes, Always; Allow Access Even if Quickbooks is Not Running” and check the option that allows the application to access personal data. Click “Continue,” “Yes” and “Done” in Quickbooks to complete the merge.

Step 5
Click the “Close” button in the “Currently Connected To” field within the Data Transfer Utility, then click the “File” menu and select “Close Company” in QuickBooks.

Step 6
Click “File,” “Open or Restore Company,” and then select “Open a Company” in QuickBooks. Select the company file originally used on the primary computer.

Step 7
Click the “Open Destination Company” button from the “Import Data Into Destination Company” section of the Disk Transfer Utility. Click “Yes, Always; Allow Access Even if QuickBooks is Not Running” and check the option to allow the application to access personal data. Click “Continue,” “Yes” and “Done” in QuickBooks.

Step 8
Click the “Close” button for the “Currently Connected To” field in the Data Transfer Utility. Switch to Quickbooks, and close the company file by Clicking the “File” menu and selecting “Close Company.” This tells Quickbooks you’re done modifying the file.

Step 9
Click the “Change” button in the “Select Type of Data” field in the Data Transfer Utility, then select which subsets of data you want to migrate to the primary computer. Click the “Import Data” button in the Data Transfer Utility when you’re satisfied with the results. This synchronizes the data between both company files. When this process is done, and you’re certain you have all the data imported that you want, delete the secondary source file from the primary computer.

Database Setup For Quickbooks

Step 1
Copy the Quickbooks installer file into both the primary and secondary computers. You may need to copy it over your local network, or put the installer disk into both machines if you’re still using optical drives. An installer window will come up. Click “Yes to All” and then click “Next.” Agree to the license terms and then click “Next” to begin the installer.

Step 2
Choose “Use Quickbooks on this computer,” then select the option for “Store Company file for Network Sharing” for the primary computer.

Step 3
Enter your license and product number on the primary computer when the installer asks. Click “Install.” Once the installer has run, click “File,” select “Utilities” and then “Host Multi-User Access.”

Step 4
Switch to the “Scan Folders” tab, then click “Add Folder” and “Scan” to scan the primary computer for the QuickBooks company file. Click “Close” once you have verified the company file has been found.

Step 5
Click the “Company” menu, on the primary computer. Set up users by clicking “Set Up Users and Passwords” and “Set Up Users” in QuickBooks. Click “Add User” and assign a username and password. Set the access options for the secondary computer and click “Next.”

Step 6
Select the options for changing or deleting transaction permissions, based on who will be accessing them from which computer, and what makes sense for your business. Click “Next” and “Finish.”

Step 7
Move to the secondary computer and click “File,” “Open or Restore Company” and “Open a Company” in QuickBooks. Browse to the network location of the primary company file. Select the file and then log in with the username and password that you just created on the primary computer.

Tip

The default location for your company file in Windows .If you’re in Windows 8, use the “Search” charm in the right hand Charm bar and type “File Explorer” to bring up the conventional Windows “nested file folders” view, and navigate to the appropriate directory.