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?

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

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.