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K
klb70
March 31, 2020
Question

Changing the 'attach' file location

  • March 31, 2020
  • 1 reply
  • 8 views

I would like to use a different location instead of the default file location for attached items.  I understand I can upload from any file location, but is there a way to change where QuickBooks stores the file, or is it always company name/attach?  Sometimes I need to restore a file & Quickbooks doesn't move the attach file automatically.  I'm afraid I will delete an older file, forgetting to move the attachments before deletion......

1 reply

C
Charies_M
Level 9
March 31, 2020

Hello there, klb70.

 

It's my pleasure to help you change the file location in QuickBooks Desktop.

 

First, you'll want to copy our company file's current location. Then, navigation to the new location where you want to save it, right-click on an open area and select Paste. Assuming you copied the file, this should paste a new copy in this location.

 

Here's  how:

 

  1. From your QuickBooks, go to File.
  2. Choose Open or Restore Company,
  3. Select Open a company file. Then click Next.
  4. Within this window, navigate to the new location of your copied company file.
  5. Select the file to highlight it and click Open. Your company file should now appear on the login screen.

Following the steps listed above should allow you to change the location where your Quickbooks company file is saved.

 

I also recommend securing a back up of your company file for future need. Just go to File and click on Open or Restore Company. From there you'll have an option to restore a backup copy in the next window.

 

Check out the detailed steps in this article: Restore a Backup of Your Company File.

 

Leave me a reply below if there's anything I can assist you with. Have a nice day and take care!

K
klb70Author
March 31, 2020

Hi Charles_M,

Thanks for your reply.  I understand how to copy my company file :)  I'm looking to find out if I can change where the 'attach' file is.  Instead of under the company file, I want to put it someplace else so I don't accidentally delete it. 

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
March 31, 2020

Hello, @klb70.

 

The attached documents are created and stored in the same location as the QuickBooks company file. The feature to change the default location of your attached files is currently unavailable in QuickBooks Desktop.

 

However, you can go to the Doc Center and select Save Copy to Desktop to save a copy of the file on your desktop for safekeeping.

 

You can follow the steps on how to access the Doc Center:

  1. Go to the Company menu.
  2. Hover your mouse to Documents and choose Doc Center. 

Check this article for more information: QuickBooks Document Center: FAQs and common issues.

 

I'm always here if you need more help with your account. Have a wonderful day!

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