I have multiple company files in Quickbooks Desktop for Mac. I would prefer to keep the backups in separate subdirectories by Company name is that possible or do all backups need to use the same location?
Hi there, @Bigkahuna68.
QuickBooks allows you to create a backup file to a separate location for each of your company files. Here's how to achieve it:
However, renaming or moving the company file to a different location will break the connection between the Attached Documents and the company file. Therefore you'll need to re-link the attached documents.
There you go, @Bigkahuna68. Don't hesitate to reach out to me if you need additional assistance with this concern. I'll be around to help you out.
Good day, @Bigkahuna68.
I'm back to check if you were able to create a backup file with a different location after the steps I shared above. If you need more clarification on this, just leave a comment below. I'll be sure to get back to you.
Wishing you and your business continued success.
What are the attached documents you need to reattach? Is that just if you scan in documents that are attached to say an a/p bill? We don't scan and attach documents to our QB file. Do we still need to do those steps?
Are the Attached Documents you mention like scanned copies of items that would attach to an item like an A/P bill? We do not scan and attach any such documents. Would we still need to do those steps related to Attached Documents you mention after completing the steps to allow for different backup locations?
Hello there, @BevC1.
Yes, you'll have to follow the steps to re-link the attached documents. This way, it will not break your connection when moving the company file to a different location.
I've also added this link about creating a new company file from your existing file: Start a new company file with data from your existing file.
Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBDT account. From there, you can read great articles that can guide you through the steps by steps process.
Leave a comment below if you have other questions. I'm always happy to help. Take care.
Thanks for adding more details about your concern, BevC1.
The attached documents mentioned by my colleagues are receipts, photos, contracts, and drawings appended to your transactions. For example, invoices, receipts, estimates, bills, some list items such as customers and vendors.
Here’s an article that provides more insights into the following feature. It includes instructions on how to connect add an attachment to an entry: Attach a file or document in QuickBooks for Mac.
Additionally, this guide contains some resources that will guide you on how to handle files or documents affixed to your transactions: Manage attachments in QuickBooks for Mac.
Keep me posted if you have other concerns or questions about the product. Please know I’m only a few clicks away for help. Enjoy the rest of the day.