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Knowledge Center

Converting your company file to new version of QuickBooks

  • 1.   First of all you will need to open the new version of QuickBooks
  • 2.   Then go to File and choose Open or Restore Company
  • 3.   Now select Open a company file and then click on Next
  • 4.   Choose your data file and click Open
  • 5.   Now If QB displays the window of Move Company File, read it and follow the instructions
  • 6.   Go through the information in the Update Company File for New Version window, click the check box to show that you understand and then select
  •     update Now.
  • 7.   Go through the instruction to back up your company file and remember where you put it.
  • 8.   Now a message will appear saying ‘You are about to open a company file using a newer version of QuickBooks….Do you want to continue?’
  •     appears, choose Yes.Now when the company file is updated go through these steps
    • 1.   Keep the backup in a safe place until you are sure that you will not need it again
    • 2.   If you have copied the data file from another computer to update it, copy it back again

How rebuild data utility repairs data damage

  • 1.   Choose Windows and then Close All in the menu bar.
  • 2.   Now from the ,emu bar, choose File and then click on Utilities.
  • 3.   Then from your keyboard, press and hold CTRL key.
  • 4.   Now on the utilities menu, choose Rebuild Data.
  • 5.   Go through the information in the Update Company File for New Version window, click the check box to show that you understand and
  •      then select
  • 6.   Now leave the CTRL key
  • 7.   Then QB will display the message ‘REBUILD: Rebuilding without first backing up of the company file is not recommended. Are you sure
  •      you want to continue?
  • 8.   Click on OK and the Rebuild Data Utility will run.

How to create backup of your QuickBooks File

  • 1.   First of all, open the QB file which you want to replicate
  • 2.   Now go to the option of File and then choose Save Copy or Backup option
  • 3.   Check the Backup option and click on the next button
  • 4.   Now check the local backup option and select the next button again
  • 5.   Next, you will be asked where do you want to save your backup file. So click on the browse button
  • 6.   You have the option of choosing between a different location or use the same original location depending on your choice.
  • 7.   Save the file and click on next button
  • 8.   Now the process of backing up has started
  • 9.   After completion, a confirmation message will pop up and it will show the new location where the QB file has been backed up

How to recover your Intuit Account login ID password

  • 1.   First of all, open the Forgot Password Page
  • 2.   Enter your User ID
  • 3.   Enter your e-mail address
  • 4.   Now a security PIN will be sent to your e-mail id which is associated with your Intuit Account.
  • 5.   Enter the security PIN
  • 6.   Answer the security question
  • 7.   Enter new password

How to update company file while shifting to new version of QB

  • 1.   First of all open the new version for QuickBooks
  • 2.   Choose File and then select Restore Company File
  • 3.   Now select Open a company file and then click on Next
  • 4.   Now browse the data file from the available list of options, choose it and click on Open
  • 5.   If you see the message Move Company file then read it and follow the instruction
  • 6.   Read the instruction in the Update Company file in the New version window, check the box to show you understand and then click on
  •      Update Now
  • 7.   When the message says ‘You are about to open a company file using a newer version of QB….Do you want to continue?’ Choose Yes
  • 8.   When the company file is updated, store the backup in a safe place until you are sure that it is no more required.

How to send an e-mail from QB

  • 1.   First of all, open the concerned company file on the server
  • 2.   Now choose Create Invoices
  • 3.   Then click on the Send option
  • 4.   Enter the email address for the To and From column and then click on Send Now.

How to Restore Backup files in QuickBooks

  • 1.   If your backup file is not on your hard disk or in a network folder then you will need insert the CD, USB flash drive or other storage
  •      device in the right drive.
  • 2.   Now in QB, go to the File menu and then choose Open or Restore Company to open the restore Wizard.
  • 3.   Choose Restore a backup copy (.qbb) and then click on Next.
  • 4.   Click Local Backup and then choose Next. Now the Open Backup Copy window will open
  • 5.   If required, click the Look in drop-down arrow and go to the location where you saved the backup file, which has a .qbb file extension
  • 6.   Choose the backup file and then click on Open.
  • 7.   Click Next
  • 8.   If required, click the save from drop-down and navigate to the location where you want to restore the backup file.
  • 9.   Choose the backup file, click Save and respond to any message which QB may show.

How to register QB on the server?

  • 1.   Open the QB home window
  • 2.   Move to the help option on the top of the screen toolbar
  • 3.   Choose the Register QB option
  • 4.   Give the required details that have been asked for
  • 5.   Fill the form that follow on the screen

How to recover Lost data from Auto Data Recovery

  • 1.   First of all, open the folder where the company file is located
  • 2.   Then make the file extension visible if required
    • -   Go to organize then Folder and then the search option
    • -   Choose the view tab
    • -   In the hidden files and folders, choose show hidden files
  • 3.   Now open the QuickBooks Auto Data Recovery folder
  • 4.   After that, there will be two files with extensions .qqbw.adr and .qbw.adr.old
    • -   The 12 hour Auto Recovery files (.qbw.adr)
    • -   The 24 hour Auto Recovery Files (.qbw.adr.old)
  • 5.   Now cope the ADR file to the new folder
  • 6.  Then right click on ADR file and choose rename
  • 7.   Delete the .adr extension from the end of the file and click enter
  • 8.  Verify the file
    • -   Click on the file switch to single user mode
    • -   Click on the file again and in utilities, pick the verify data option

How to convert from Quicken to QuickBooks

  • 1.   Open QuickBooks
  • 2.   Select the File menu
  • 3.   Click on Utilities
  • 4.   Click on Convert
  • 5.   Select the Quicken option
  • 6.   Choose the Quicken.QDF file
  • 7.   We want to convert

How to set Maximum Number of QB company files

  • 1.   First of all open QB and then Login to any file on the server
  • 2.   Now go to File, then click on Open Previous Company and then click on Set number of previous companies
  • 3.   Now on the dialog box which follows, choose the number of files as desired
  • 4.   Click OK and close the QB and then Re-open it.
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