Merge Company Files
1. Download and install the Data Transfer Utility from Intuit Marketplace on the primary computer that will host your company file (link in Resources).
2. Copy your company file from the secondary computer to the primary computer. You can save the company file to disk or transfer it to the source computer over your network.
3. Launch QuickBooks on your primary computer. Open the company file from the secondary computer by clicking "File," "Open or Restore Company," and then selecting "Open a Company." This is known as the source file and it is used to sync information to your destination file.
4. Click the "Open Source Company" button in the "Export Data From Source Company" section in the Data Transfer Utility.
5. Select "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.
6. Click the "Close" button in the "Currently Connected To" field within the Data Transfer Utility.
7. Click the "File" menu and select "Close Company" in QuickBooks.
8. Click "File," "Open or Restore Company," and then select "Open a Company" in QuickBooks. Select the company file that was originally used on this computer.
9. Click the "Open Destination Company" button from the "Import Data Into Destination Company" section of the Disk Transfer Utility.
10. Select "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.
11. Click the "Close" button for the "Currently Connected To" field in the Data Transfer Utility.
12. Click the "File" menu and select "Close Company" in QuickBooks.
13. Click the "Change" button in the "Select Type of Data" field in the Data Transfer Utility. Select the option that best reflects the information you want to import into the Destination file.
14. Select the "Import Data" button in the "Import Data Into Destination" section of the Data Transfer Utility. This syncs the information from both computers. When finished, delete the secondary source file from your primary computer.
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.
Hope this helps!
Regards,
Adrian
Technical Consultant
https://www.apps4rent.com
https://www.clouddesktoponline.com
|