Financial Software Questions? Ask IT Support for Answers ASAP
the way to do that is to have both computers use the same data file
That is you create a shared folder on one of the computers and you save your company data file in that folder
when you open the quickbooks on the other computer you go to file / open
and browse to the shared folder on the other computer and open that same data file
so-if i have primarily been using one computer, it would be wise to save that data in the in the shared folder first?
or make the folder where it already is a shared folder
i promise i am not a total computer idiot - so i will try not to take too much of your time ;)
how do i save company data file into the shared folder
where do i go in QB to do this
it is in the file menu. what version do you have
ok i havent got that right in front of me but
save copy or backup?
you can either search for *.qbw which will show all of your company files and just copy the correct one through windows
that's what i found under file
that will do it
sigh...okay im so worried about it!
just make sure that you use the file / open to get that copy
can i try to do while i have you here?
sure if you want to open it at the same time on both computers you have to set it to multi user
i'm already there
it's asking me what kind of file i want to save:
what are your choices ?
portable company file
or accountant copy
i would choose portable company
grrrr no you dont want that one
except it says a 'compact version'
yes that is designed for transferring to a different computer or a different version
the accountants copy might work it is basically the same
but probably the easiest thing to do is just copy it through windows
how do i do that?
yeah actually quickbooks recomends using the windows copy feature lol
do you know where the file is now ?
if not you can do a search for *.qbw
where do i search?
i know you're thinking "she said she wasn't a computer idiot" ...lol
what operating system do you have
lol i would never think that
this one that im transferring FROM is windows 7
transferring TO is XP
ok which one do you have the shared folder set up on ?
in windows 7 when you click the start logo on the bottom left you get a white box as part of the menu
I think both, but I am definitely looking at a "shared docs" folder on the old comp aka:XP
put *.qbw in that box it should find it
you cant do both. that defeats the purpose
you need one file in one shared folder that both computers access
I found it...
ok right click on it
lets put it on the xp that way we know we can find it from both computers
click on network neighborhood or network
you should be able to see the other computer
ok if you double click on it you should see something that says shared documents
xp usually sets that up automatically
open it and right click on a blank part and select paste
now from the quickbooks on the windows 7 computer
click file / open
and browse to the xp computer
and the shared folder and open the file that you just copied
great thats how you open it in that computer.
okay - final question - promise
will they always update eachother then
since i am sharing them on the network
from the xp computer go to file / open and browse to the shared documents folder on the xp computer and open it
they dont have to update "each other"
they are using the same data
its like if you and a friend were writing things in a notebook and you wanted to have the same things
you can either have 2 notebooks and try to copy everything either of you does
or you can have 1 notebook and each of you walks over and picks it up when you want to write something
the way we just set it up you only have 1 notebook
i think it's a go then
its in the shared file
it is telling me i have to set up for mutli user something or other, but i think i can fix that
as long as you make sure that is the file you are opening from each computer. ( you might want to rename it so it doesnt have the same name as the old file so you can always tell )
can i print this conversation we have had for future reference?
yes you go to file / utilities / host multi user access
yes you can probably just highlight everything and then right click and select copy then open something like notepad or even ms word and right click on the blank page and select paste
then you can save the document or print it
okay! thank you very much for your help
or this entire page will be around for awhile you can get back to it by adding it to your favorates list
If you are happy i would greatly apreciate if you clicked the accept button because that is the only way that i get paid :-)
i will do that!
thanks ? add it to your favorates and if you have a problem in the next few days you ca n post back in and i will continue to answer. But i think you should be good.
so i can hit accept today and if i have other issue i can pull this chat back up?
yes if it is on the same problem and it is in the next few days before they close the question
cool thanks again