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Rose-A
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Hello, bylllc.

I want to make sure you'll be able to retrieve your customer's history in QuickBooks Desktop. Let me help you get started.

 

In order to retrieve your customer's history into your QuickBooks Desktop, you'll need to restore a backup or portable copy of your company file.

 

Let me show you how:

 

  1. From the File menu, select Open or Restore Company.
  2. Select Restore a portable file, then select Next.
  3. Select the portable copy (.qbm), then select Open.
  4. Read through the Where do you want to restore the file? page, then select Next.
  5. Choose the location where you want to restore your portable file.
    Note: You can change the name of the portable file to prevent it from overwriting your existing file.
  6. Select Save.

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Here's a helpful article that provides detailed information: Create or restore a QuickBooks portable company file.

 

Also, you may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Restore-a-backup-of-your-company-file/td-p/203....

 

If you need more help with retrieving your customer's history into QuickBooks Desktop, don't hesitate to drop a reply below. I'll be around to help.

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