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Level 1

My sales manager and I are in different geographic locations. I discovered that we are working off of two different files. How do we synchronize and use the same file?

 
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QuickBooks Team

My sales manager and I are in different geographic locations. I discovered that we are working off of two different files. How do we synchronize and use the same file?

Hello there, @cc1944.

 

You'll want to consider using a third (3rd) party app that lets you synchronize and use the same file.

 

In your QuickBooks Desktop (QBDT), go to the App Center from the left menu and browse for an app. You can also visit our QuickBooks Apps page for additional reference. 

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Also, I'll take note of this feature request on your behalf to be considered in our future enhancement. To know about the latest news and updates in QuickBooks, check our Product Updates page.

 

I also suggest visiting our Help articles page to learn and read some great articles that can guide you in your future tasks.

 

In case you have other concerns or questions in the future, you can always get back to us anytime. Our door is always open anytime you need help. Stay safe! 

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Level 13

My sales manager and I are in different geographic locations. I discovered that we are working off of two different files. How do we synchronize and use the same file?

@cc1944 

There are 2 options:

1. Migrate all the data from one company file to the other one by using one of these 3rd party tools.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

2. Purchase a 3rd party file merging service

 

Once you have a merged data file, you may deploy a private cloud to let multi users working on same file at the same time.

https://partners.myquickcloud.com/?pc=fiatlux

  

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