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Intuit
3 helpful votes

Upload or download a QuickBooks Desktop company file to Intuit

Learn how to upload or download your data file to and from Intuit Customer File Exchange.

Sometimes, Intuit needs to obtain customers' company files so that we can quickly gain information to solve errors faster. We’ll walk you through the steps below.

To upload your data file

  1. Create a backup of your QuickBooks Desktop data file.Note: If you're unable to create a backup (.qbb), you may use your regular company file (.qbw) to upload.
  2. Open a web browser and sign in to https://intuitb2b.secure.force.com/FileExchange. (The URL is case sensitive.)Note: When an unsupported browser is used, the Sign In button will be grayed out.

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  3. Enter the Case, Email, and PIN provided to you by your agent.
  4. Accept the Terms of Service and select Sign In.
  5. Select the + button to the right of your case number and select Upload.

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  6. Select Browse your device to find and choose your file. (You can also drag and drop your files here.)

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    Important: Uploading a file with the same name as the existing file will overwrite the original one. Create a separate folder in Box instead.

  7. Select Upload to begin uploading your file.

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  8. Once your files have been uploaded successfully, select the close button to exit.
 Note: Unless advised by Intuit, don’t enter any information into your file until the repaired file is returned to you.

To retrieve your corrected data file (download your data file)

  1. Sign in to Intuit File Exchange.
  2. Enter your case number, email address, and your PIN.Important: The PIN is case sensitive. If you’ve forgotten or misplaced your PIN, go to Data Services Case Status Information (if you have a case with Data Services) or contact us if you’ve sent in files for a payroll case, and we will provide you with a new PIN.
  3. Accept the Terms of Service and select Sign In.
  4. Locate your file (it may be renamed FIXED).
  5. Select the three dots (...) button, then select Download.

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  6. Browse to the location where you want to save your file.
  7. Select Save.
  8. If available, download the Readme.docx file. This file contains information you’ll need to begin using your repaired file. Save both your data file and the Readme.docx in the location where you want the file stored to avoid getting your data compromised or any unexpected results.
  9. If you’re accessing the file over a network or on a server, restore the file locally first before saving it in the location where it is hosted.
  10. Your data file may have the extension of .qbb, denoting a backup company file. You may convert the downloaded backup company file to a full company file.

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