Monthly Archives: September 2009

13 posts

Moving QuickBooks Company Files

Business Systems Support QuickBooks

Questions:

How do I move my company file from my laptop to the server and the server only has the database version of the install?

I have the same issue. I made a backup from ,my laptop of the company file what I’d been connecting to at work. I then restored the backup file to my laptop to have a working version while out of the office. Now i’d like to take that company file that I’ve changed which is on my laptop and put it back onto the QB Data Server for all to access as before.

Answer: Close QuickBooks on every computer that accesses your company files.

Make sure the Windows computer you are using is configured to "see" the file extensions of files. Rename the company file on the server share where your production file is located by appending a date to the file;

IE [company_name].QBW.[date] mycompany.QBW.2009jan11

Close QuickBooks on your laptop.

Browse to the company file on your laptop. Copy the company file on your laptop then paste it to the server share where you previously renamed the company file. DO NOT MOVE THE FILE. COPY THEN PASTE.

You will now have two files on your server:

mycompany.QBW.2009jan11

mycompany.QBW

mycompany.QBW becomes your updated production company file

Check your production file then change the name of the company file on your laptop.

You do not want to find yourself in the position of having many company files with the same names with different data in each file, on different computers. Get in the habit of thinking about using only one production company file, mycompany.QBW per company. Rename files to take them "out of production"

You will need to totally understand general Windows folder and file structure, including what extensions are, so that you know beyond a shadow of doubt "where" your files are located and "what" their names are. If you tend to loose files and create duplicates, moving production QuickBooks files around is not for you.

Are You Ready For QuickBooks Multi User?

Visit painlessquickbooks.com to find out.

Linking QuickBooks and MS Access

Business Systems Support QuickBooks

Question: I’m trying to set up a link from an Access database to the tables in Quick Books so I can run some custom queries on the data, but so far I haven’t been able to find the tables.

Assuming that the data is stored in SQL Server, I tried setting up an ODBC connection to the data, but I can’t find the database, and there doesn’t seem to be a *.dsn driver.

How can I create a link in Access so I can read the data in the QuickBooks tables?

Answer: Assuming you are using version 2009, purchase and install QODBC Driver Version 9.0 for QuickBooks 2009 at http://www.qodbc.com/…  QuickBooks does not use SQL Server.

Are You Ready For QuickBooks Multi User?

Visit painlessquickbooks.com to find out.

QuickBooks on Small Business Server (SBS SQL)

Business Systems Support QuickBooks

Question: I currently have QuickBooks on a separate computer, works fine, the company wants to upgrade QuickBooks and run it from the SBS with SQL. Is this going to work, as the Best practices for the QuickBooks now, did not work when on that server?

Answer: QuickBooks does not work on Microsoft Small Business Server and it does not use SQL Server. QuickBooks uses it’s own database, so SBS and SQL are not an option.

System requirements for QuickBooks 2009 are at http://support.quickbooks.intuit.com/…

Intuit has detailed Multi-User Instructions at http://support.quickbooks.intuit.com/…

Finally, you can obtain additional instructions at http://painlessquickbooks.com/… as well as other free information about Multi-User QuickBooks.

Are You Ready For QuickBooks Multi User?

Visit painlessquickbooks.com to find out.