Welcome to the Community space, @StartSmart.
I'm here to guide you on how to transfer the company file into your Accountants Desktop.
Here's how:
- We'll need to prepare the company file.
- Open the original version of QuickBooks of the previous bookkeeper.
- Press F2 to open the Product Information window.
- Look in the File Information section. Remember where you save your company file on your computer.
After performing the steps above, we'll now move your company file.
- Ensure all users sign out of your company file. Then, open your new version of QuickBooks Desktop.
- Go to File, then select Open or Restore Company if you don't have your company file open.
- Select Open a company file, then Next. If you have a backup company file(QBB) instead of a company file (QBW), select Restore backup copy.
- Locate your company file. Select it and then choose Open. And if you can't find your company file, open the Windows Start menu and then File Explorer. Search for your company file by name or the .qbw file extension. If you can't find it, make sure it's not hidden.
- Sign in to your company file as the admin user.
- Optional: Quickbooks automatically creates a backup of your existing company file. You can choose the Change this default location to save a backup in a specific folder.
- Click Update Now. After QuickBooks finishes, select Done. Note: If the move fails and you can't open the file, restore the backup from step 7 and try again. If it fails again, contact customer support.
If you want to learn how to move your company files to another computer, you can read this article: Move your company files to another computer.
Don't hesitate to reply to this post if you have additional questions about managing your company file. I'll be more than happy to assist you. Keep safe and have a blissful week!
