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Bigkahuna68
Level 1

Multiple Companies need to have separate backup locations for each.

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?

7 Comments
Mark_R
QuickBooks Team

Multiple Companies need to have separate backup locations for each.

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:

 

  1. Create a backup copy of your company file.
  2. When you save the backup, use a unique name so it's easy to identify. 
  3. Save the backup where you can easily find it.
  4. Restore the backup to the new folder or location.

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.

 

  1. Browse to the location where your company file is stored and open the Attach folder.
  2. If there is no folder with the new company file name, change the name of the folder to match the new name of the company file.
  3. If there is a folder with the new company file name, open the folder with the OLD company file name. Once done, copy and paste the contents of the Inbox folder into the Inbox sub-folder of the folder with the new company file name. After that, copy and paste the contents of the Txn folder into the Txn sub-folder of the folder with the new company name.
  4. Click on Company at the top and select Documents.
  5. Select on Repair Attached Documents Links, then click Repair Links

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. 

Mark_R
QuickBooks Team

Multiple Companies need to have separate backup locations for each.

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.

BevC1
Level 1

Multiple Companies need to have separate backup locations for each.

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?

BevC1
Level 1

Multiple Companies need to have separate backup locations for each.

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?

Maybelle_S
QuickBooks Team

Multiple Companies need to have separate backup locations for each.

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.

BevC1
Level 1

Multiple Companies need to have separate backup locations for each.

Thanks.

What do you mean by "attached documents".  We do not attach any files to our QB database.

Rasa-LilaM
QuickBooks Team

Multiple Companies need to have separate backup locations for each.

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.

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