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Level 1

Copy and pasting a company file in quickbooks

I copy and pasted company files into a folder  labeled 2019 to consolidate the quickbooks directory.  When the girls entered transactions in the 2019 company files, they noticed that the original company files were not updated.  The transactions didn't carry over, how can I resolve this?

I should have moved the company files to the 2019 new directory instead of copy and pasting in case other people are using the ones in the original directory.

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Best answer February 08, 2019

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Anonymous
Not applicable

Copy and pasting a company file in quickbooks

Yes,

But you must be sure that ALL of  the recent entries have been made into the same data file.  If you are sure that no one used the 'old' file after you created the 'new' file then it should be fine.

I suggest you compare files: use the audit trail report sorting by 'date entered' and find the last entry made in the 'old' file - then review the current file and confirm that entry is also present. If so then your probably good.

 

You can then delete the old file if you wish - 

However, I am assuming that you are making systematic backups and saving those for some time. You should never be relying on just one (or even 2) files.

View solution in original post

3 Comments
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Anonymous
Not applicable

Copy and pasting a company file in quickbooks

You should never have duplicate copies of active company file on the same computer - for exactly this reason.  When you 'open' and use a data file that is the only file that is being updated. Your 'old' files are now out of date and can stored as backups if you wish.

Highlighted
Level 1

Copy and pasting a company file in quickbooks

Thank you for your feedback.  Do you think it is o.k. to use the new company files that I copied and delete the originals?  It seems they have been using the newer ones and there would be a lot less entries for me to clean up if I could keep the copied QB files.

Highlighted
Anonymous
Not applicable

Copy and pasting a company file in quickbooks

Yes,

But you must be sure that ALL of  the recent entries have been made into the same data file.  If you are sure that no one used the 'old' file after you created the 'new' file then it should be fine.

I suggest you compare files: use the audit trail report sorting by 'date entered' and find the last entry made in the 'old' file - then review the current file and confirm that entry is also present. If so then your probably good.

 

You can then delete the old file if you wish - 

However, I am assuming that you are making systematic backups and saving those for some time. You should never be relying on just one (or even 2) files.

View solution in original post

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