How to Sync QuickBooks Files Between Two Computers

Quickbooks Errors Solution

Syncing QuickBooks to another computer increases productivity and also offers flexible workspace. Get the detailed steps here explaining how to easily sync your QuickBooks to more than one computer.

Most of the Quickbooks users want to sync their QuickBooks to another computer. The reason for synchronising QuickBooks files to different computers is its increased level of business productivity. Users can work in a more flexible space and access their data on multiple networks.

Also, the employees can work collaboratively on an accounting report if they choose to sync QuickBooks between two computers.

But the problem lies in not all of them knowing how to sync QuickBooks files to multiple computers, which downturns their work efficiency. So, to make sure that you are progressing in your work righteously, here is the complete write-up staring the requirement for syncing QuickBooks to a different computer.

Basically, the synchronisation of QuickBooks can be done in two ways. Read them below:

  1. The first way to sync the files is to check if both the computers have the correct installation options. If not, check for the correct installation options and then connect both the computers on the same network.
  2. You can also do it the other way. In this, you have to first uninstall the QuickBooks application on both the computers and then reinstall them following the proper installation options.

Note: Your primary desktop will keep the files stored safely and will allow you to sync them to the secondary computer.

Now that you know the benefits of syncing QuickBooks files, let us have a look at the steps involved in the process.

Steps to synchronise Quickbooks files between two computers

Step 1: Install and download data transfer utility.

In the very first step, you need to install and transfer the data transfer utility provided by Intuit. The data transfer utility should be installed and downloaded in the primary computer which will host the company file.

Step 2: Paste the company file.

Now, paste the company file from the secondary computer to the primary computer. This step will make sure that the company files are available on both computers.

Step 3: Open the company file from the secondary computer.

After you have pasted the company file into the primary computer, open the company file on the primary computer. Then select the file and open the company file on the secondary computer by clicking the ‘Open company’ option.

Step 4: Select ‘ Open source company’.

You now have to choose the Open source company option in the data transfer utility. Then select ‘ Export data from the source company’.

Step 5: Allowing access to your personal data.

You now have to select ‘Yes and permit access if QB is not running’ and then the option for accessing personal data. Click ‘Continue’, then ‘Yes’ and finally ‘Done’. The QuickBooks application will now access your personal data. 

Step 6: Search for ‘Close.’

After you have allowed the app to access your personal data, search for ‘Close’ in the ‘currently connected to field’ option.

Step 7: Select ‘close company’.

Now go the ‘File menu’, check and then select the ‘close company’.

Step 8: Choose ‘Restore company’ or ‘Open’.

Now choose ‘File’ and select ‘Restore Company.’ Then select ‘open a company in QB’ in QuickBooks.

Step 9: Choose an open destination company of disk transfer utility. 

From the ‘Import data into destination company’, choose the Open destination company of disk transfer utility. 

Step 10: Permit access to the personal data even when QB is not running.

Now you have to select ‘Yes, always permit access even if QuickBooks is not running’ to make sure that your computer is accessing all your personal data. Click ‘Continue’ to keep running the process and then click Yes and ‘Done’.

Step 11: Close the tab and also close the company in QB.

Close the tab that is currently connected to the field in the data transfer utility and press Ok. After that, you have to go to the File menu and then select ‘close company in QB’.

Step 12: Select the type of data you need to import.

In this step, you have to select the data type by clicking ‘type of data’ and also choose  ‘change’ to change the data type. After that, you need to search for the option to have the required best information that you want to import to your destination file.

Step 13: Import data into the destination file.

The final step is to visit the ‘import data into destination’ and choose ‘import data’ in the transfer utility option. This synchronises the files between the primary and secondary computers.

Note: You can delete the secondary source file from the primary system once you have imported all the data.

Steps to sync your QuickBooks file to another computer

This syncing process can be achieved by using the Database server setup. Here are the detailed steps.

  1. First of all, copy the QB installer file on both the computers.
  2. Select the ‘Use QB on this computer’. In the primary computer, select the ‘Store company file for Network Sharing’.
  3. Now enter your product number and license and click ‘Install’. Select:
    File< Utilities< Host Multi-User Access.
  4. The next step is to scan the primary computer for the QuickBooks company file. For this, go to ‘Scan Folders’, select Add Folder and then click ‘Scan’.
  5. Close the folder when you finally find the company file.
  6. Now set a username and password by clicking ‘Set up users and passwords’.
  7. Choose options for changing as well as deleting transaction permissions. Press ‘ Next’ and ‘Finish’.
  8. Go to the secondary computer and search for the option ‘File’.  Now click ‘Open or Restore Company’ in QuickBooks.
  9. Browse the correct network location of the primary company file in the secondary computer.

Select the file and then log in with the same username and password that was created on the primary computer. This syncs the QB files between both the computers.

Following the above steps, you will surely be able to succeed in the process of syncing QuickBooks to another computer. Just the right steps and your work will be done efficiently.

How to Sync QuickBooks Files Between two Computers?

A Comprehensive guide to sync QuickBooks files between two computers

Many QuickBooks users wish to sync their QuickBooks files between two systems and this is because this process permits the users to augment the flexibility in accessing the data, as well as productivity of their business. But unfortunately, many users fail to sync the QuickBooks files between two systems, due to lack of proper acquaintance.

But need not to worry, as we have come up with this article, where we will be discussing the process to sync QuickBooks files between two computers. For more details, the users can contact our support team via our toll-free number.

Process to Synchronizing the QuickBooks files between two computers

If you want to synchronize the QuickBooks files between two computers then there is few ways you can follow:

  1. First way is to check the correct installation options for each computer and then connect both the computers on the same network.
  2. The another way is to uninstall the QuickBooks application on both computers and then reinstall with the selected options.
Uninstall or Install QuickBooks Desktop - Screenshot

At the time you reinstall and configure the QuickBooks the it will be complete on the both systems. Also the primary desktop keeps your data files and allow you to Sync the data to other systems on the network. Apart from this you can use the Data Transfer Utility that is known as a 3rd party commercial utility if it contains the two different company files that need to be merged.

Important: Synchronizing QuickBooks files between two computers allows to employees to collaborate on one unified accounting report.

Simple Steps to sync QuickBooks files between two computers

Steps to Sync QuickBooks Files Between Two Computers - (Infographic)
  1. To begin with, the user is required to install and download data transfer utility that is provided by Intuit, on the primary computer which hosts the company file.
  2. After that, the user is required to paste the company file from the secondary computer to the primary computer.
  3. Once you have completed the above step, open the QuickBooks software on the primary computer. After that select the File and then open a company file from the secondary system, followed by selecting the Open company option.
  4. The next step is to choose the Open Source company tab, in the data transfer utility, and then select the Export data from the source company.
  5. Moving ahead, the user is required to select the option stating ‘Yes and permit access if QB is not running’, and look for the option that permits the application access personal data.  To continue, the user is required to click on ‘Continue’ ‘Yes’ and ‘Done’ in QuickBooks.
  6. After that, the user is required to select the ‘Close’ button in ‘currently connected to field’ within the data transfer utility.
  7. The next step is to check the file menu and then select the close company option in QuickBooks.
  8. Now, tap on File option and then choose Open or Restore Company, followed by selecting the open a company in QB.
  9. To move ahead, the QuickBooks user is required to select the open destination company of disk transfer utility from the import data into Destination Company.
  10. Once doing that, the user is required to select ‘Yes, always permit access even if QB is not running’ and then allow the application to access the personal data. Then the user is required to click on Continueyes, and done in QuickBooks.
  11. The next step is to select the close tab, for current connected to field in the data transfer utility.
  12. Now, the user is required to select the File menu and then choose the close company in QB.
  13. Coming to the end of this process, the user has to select type of data and change button of data transfer utility and select any option that would present the best information that the user want to import into the destination file.
  14. The last and final step of this process is to visit the Import data into destination and then select the Import data button, in the data transfer utility.

Read also:Fix QuickBooks has stopped working or not responding error?

Steps to turn on host

  • In order to turn on host, the user needs to navigate to the file menu and then select utilities
  • After that, select the host multi user access
  • And also, select yes to confirm
Host multi-user access - Screen shot

After turning on host, the user will have to carry out the steps below:

  • For this, the user needs to navigate to the server system i.e. computer that physically stores the company file
  • And then, at the server system i.e. system hosting the company files, and then navigate to the start menu and look for the database
  • The next step is to select the QuickBooks database server manager
  • If there are no folder locations displayed on the screen, then the user needs to click on browse and then look for the folder where the company file is saved and then hit OK
  • After that, the user needs to click on start scan. This repairs all firewall permissions to enable QB to communicate over the network
Scan Company File in QuickBooks Database Server Manager - Screenshot

See Also: How to fix QuickBooks error code 3007?

Final Words

This brings us to the end of this article. And we hope that reading the entire article might be helpful for you to sync the QuickBooks files between two systems. The above-enumerated steps might simplify the entire process to syncing files. Many users might find this procedure a bit confusing and time consuming.

In such cases, the users can get in touch with our QuickBooks enterprise support team via our toll-free +1-888-300-3913. You can call us anytime for round the clock assistance.

Trouble Free Guide To Sync QuickBooks Files Between Two Computers

Most of the people wish to sync their data between devices because it allows them to increase their productivity and enhance their flexibility in accessing the data. But when it comes to syncing the QuickBooks files between two computers then most of the people are not clear about it. Syncing QuickBooks files help users to enhance their collaboration on a unified accounting report, that’s why in this article we will be looking at the step by step guide of syncing QuickBooks files between two computers.Before syncing the files, you need to make sure that there is correct installation option for each computer and both the computers are connected on the same network or you can also uninstall QB on both the computers and then reinstall them with the correct options.

Now let us look at the trouble-free guide to sync QuickBooks files between two computers

  • First of all, you will need to install and download Intuit’s Data Transfer Utility on the computer which hosts the company files.
  • Then paste the Company file from the primary computer to the secondary computer
  • After that, start the QuickBooks on the primary computer. Then click on File and choose Company File on the secondary computer
  •  Select Open Company
  • Now in the Data Utility Transfer, select the button of Open Source Company  from the Export Data from source company
  • Select Yes and permit access even if QuickBooks is not running. After that, look for the options to allow the application to access personal data and then click on ContinueYes and Done
  • Now in the data transfer utility, select the button of Close in the field of Currently Connected To
  • In QB, select File and choose Close Company
  • Now click on File>Open or Restore CompanyOpen a Company
  • Select Open Destination Company of Disk Transfer Utility from the Import Data into Destination Company
  • Now select Yes, always permit access even if QuickBooks is not running and then allow the application to access personal data
  • Click on ContinueYes and Done
  • For the field of Currently Connected To in Data Transfer Utility, select Close  
  • Now in QuickBooks, click on File and choose Close Company
  • Select Type of Data and the Change button of Data Transfer Utility. Select an option which best presents the information which you want to import in the destination File
  • Go to Import data into destination in Data Transfer Utility and select the button of Import Data

Now you have successfully synced the QuickBooks files between two computers and the users can work very easily on the same accounting report with enhanced collaboration which will result in better productivity.

How to Sync QuickBooks Files Between Two Computers

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.

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 Server Setup

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.

Sync QuickBooks Files Between Two Computers

Having a problem in Syncing QuickBooks files between two computers?? Don’t you worry..! Here, you will get the answers of your all queries. In this informative article – we are going to clarify all such topic. Moreover, you can also converse with a QuickBooks expert to attain the best possible solution without wasting time & effort.

Sync augmented productivity and increases the flexibility to access the data. In many situations, it has seen that many QB users desire to connect their data between multiple devices to enhance their productivity & flexibility in accessing the data. Unfortunately, they fall short to connect the QB files between two computers as they don’t have proper awareness about it.

Here, we will endow you the exact insight & knowledge for – how to sync QuickBooks files between two computers? This information is provided as we understand that many QB users desire to sync data or files between the devices in their workplace or home.

How to Synchronize the QuickBooks desktop files?

To synchronize the QuickBooks file between two PC’s, one of the best way is to confirm that you chose the correct installation alternatives for each machine. Also, sync both of the computers on the same network. On the other hand, you can also uninstall the QuickBooks on both PC’s & reinstall it with the correct options.

When the QuickBooks re-install & configuration get completed on both the computer then, be sure that the primary computer stores all the company files. It also allows you to synchronize the QB data to other machines on the same network. Apart from this, you can also use the ‘Data Transfer Utility’ also known as a third-party commercial utility.

How to Sync the QuickBooks File between two Computers?

Checkout and follow the systematic steps to sync the QuickBooks files between two computers:-

Blog Summary in Infographic

Steps to Sync QuickBooks Files Between Two Computers - Infographic
  1. From the Intuit’s official website, download & install the ‘Data Transfer Utility’.
  2. Copy the QB company files from the secondary company and paste it to the primary computer.
  3. In the primary computer, open the QuickBooks software.
  4. In the “Export Data from the source company”, choose the ‘Open Source Company’ button.
  5. Select the dialogue ‘Yes and permit access even if QuickBooks is Not Running’ and see the option to permit the application to access the personal data. Now, click on the ‘Continue’ icon => ‘Yes’ icon => finally ‘Done’ icon.
  6. Select the ‘Close’ tab in ‘Currently Connected To’ section within the Data Transfer Utility.
  7. Verify the ‘File’ menu & select the ‘close Company’ in QuickBooks.
  8. Select the ‘File’ option & then, choose the Open or Restore Company & select the ‘Open a Company’ in the QuickBooks.
  9. In the ‘Import Data Into Destination Company’ section, select the ‘Open Destination Company’ of Disk Transfer Utility.
  10. Select the dialogue Yes, Always permit access even if QuickBooks is Not Running’ and allow the application to access the personal data. Hit onto the “Continue” tab => “Yes” tab => finally “Done” tab in the QuickBooks.
  11. Select the ‘Close’ tab for the ‘Currently Connected To’ section in the Data Transfer Utility.
  12. Choose the ‘File’ menu & ‘Close Company’ in the QuickBooks.
  13. Select the ‘Type of Data’ and ‘Change’ tab of Data Transfer Utility.
  14. In the ‘Data Transfer Utility’, go to the ‘Import Data Into Destination’ and select the ‘Import Data’ button.

If you have to sync your QuickBooks file to another computer

  1. You may also be interested in learning how you can sync QuickBooks file to another computer.
  2. Start by copying the QB installer file on both the computers.
  3. Next, choose the ‘Use QB on this computer’. On the main computer, select the ‘Store company file for Network Sharing’.
  4. Now insert your product number and license and click ‘Install’. Select: File< Utilities< Host Multi-User Access.
  5. Go to ‘Scan Folders’ select ‘Add Folder’ and proceed to ‘Scan’ for the QuickBooks company file.
  6. After you find the QB Company File, close the folder.
  7. Now create a username and password by clicking ‘Set up users and passwords’.
  8. Select options for changing and deleting transaction permissions and then click ‘Next’ and ‘Finish’.
  9. Next, open the other computer and look for the option ‘File’
  10. Click ‘Open or Restore Company’ in QuickBooks accounting software.
  11. Browse the accurate network location of the primary company file in that other computer.

Get Quick Help & Support

By following the above given steps we hope now, you have successfully synced the QuickBooks files between two computers. We anticipate that this technical editorial would be helpful for you to comprehend this issue in a better manner. However, it could be possible that there are some indistinct topics or trouble associated with the QuickBooks. In such an event, you can directly speak to the QuickBooks support team anytime.

We, Pro Accountant Advisor is a specialized team of QB expertise technicians to fix, Resolve all QuickBooks issues and Errors. You can even avail our services by just making a call on our toll-free helpline .i.e. +1-888-300-3913

Also Read :- Fix QuickBooks Internet Connection Errors IC 67186429, 67186457, 67186445, and 6718407?

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