Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
M
mihosakai1024
March 20, 2023
Question

Desktop 2022

  • March 20, 2023
  • 1 reply
  • 9 views

after update, i cant backup my data to my shared drive.  i only can store external drive like flash drive or my document on my pc.  

also i cant export to excel anymore it is only csv format.. regular excel option is grey out..

 

Please advise how to fix this.

    1 reply

    G
    Giovann_GModerator
    Moderator
    March 20, 2023

    I've got you covered, mihosakai1024.

     

    Data is one of the most valuable assets in any company. A regular backup of business data not only helps to prevent data loss but also reduces downtime and ensures the continuity of operations.

     

    May I know if you encounter some error message when you try to back up your data on a shared drive? Since there are several reasons why you're unable to back up your data in QuickBooks Desktop. Here are the following:

     

    • Damage data on your file
    • Backup storage media isn’t available/connected
    • A firewall or antivirus blocking the process
    • The shared drive doesn't have enough space
    • QuickBooks® files used by another program during the backup process

     

    I'll share some information to help you resolve this problem. To begin, ensure that the location is available and that it doesn't exceed the storage limits. Then, try to save a different file on your shared drive. 

     

    If you can save without error, you can use the verify and rebuild data tools. Most issues, such as Backup Failed, can be resolved by rebuilding the company files.

     

    To verify data:

     

    1. Open the company file.
    2. Click the File tab at the top menu.
    3. Select Utilities.
    4. Choose Verify Data.

     

    For rebuild data:

     

    1. Open the company file.
    2. Click the File tab at the top menu.
    3. Select Utilities.
    4. Choose Rebuild Data.

     

    If the issue persists, you can rename QuickBooks Network Data (.ND) file.

     

    Here's how:

     

    1. Exit QuickBooks Desktop software and open Windows File Manager.
    2. Navigate to C:\ Users\ Public\ Public Documents\ Intuit\ QuickBooks\ and locate the network data file.
    3. The file will have the same name as your company file but with .ND extension.
    4. Right-click the file and select Rename.
    5. Add .OLDFILE at the end of the file name and save the file.
    6. Try to create a backup of the company file once again.

     

    I've included this reference page to assist you with future tasks in managing your business through QuickBooks: Self-Help Articles for QuickBooks Desktop.

     

    Don't hesitate to reply to this post if you need further assistance with backup data. I'll be around to help you.

    M
    mihosakai1024Author
    March 20, 2023

    Thank you for your response.

    the shared drive location is not avail.  i can still backup at my document or flashdrive so i dont think its data issue but it seems like QB does not give me an option to store shared drive.

    only way i can store the same location is backup at mydocument (on my pc) or flashdrive first and move to Shared drive.  so this means share drive has enough space to store this.

    simply QB removed the option to store the shared drive where it was stored before.  see pic attached.

     

    also when i extracted report in excel, excel option is grey out but only CSV format.

      J
      jamespaul
      Level 8
      March 20, 2023

      Hello, mihosakai1024.

       

      I appreciate the screenshot, and thanks for taking the time in doing the steps given by my colleague. I'll jump aboard to help you fix the issues when backing up to a shared drive.

       

      I'll also lay down some solutions to help you fix the greyed-out Excel export option. 

       

      The backup location target might've been unlinked, or QuickBooks isn't reading the folder correctly. In this case, we can toggle the target location to your local drive, then change it back to the shared drive (drive T as seen in your screenshot). 

       

      Here are the steps: 

       

      1. Go to File, then hover on Back Up Company.
      2. Select Create Local Backup.
      3. Select Local backup, then click the Options button.
      4. Click on Browse under Local Backup Only, then select the local drive.
      5. Set any other settings if needed, then hit OK. 
      6. Hit Next, then run the backup process to your local drive. 

       

      After running, go back to the Local Backup settings window, then check the shared drive location to see if you can select it again. 

       

      There could also be some issues with the shared drive's permission settings. If you've changed them, you'll want to review and revert them to ensure you can back up your file. 

       

      If you're still encountering the same issue, we can run the Tool Hub utility. There might some issues with how QuickBooks detects the backup location. 

       

      We can download the Tool Hub utility in this article, then follow the steps to install and run it: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

       

      About the greyed-out Excel option, there could be some incompatibility issues with QuickBooks Desktop (if you've changed your Excel version) or both programs have installation issues. 

       

      There are several potential fixes for this, so I recommend doing all the steps outlined in this article: Fix export to Excel issues in QuickBooks Desktop.

       

      After fixing the issue, do you also need help following up with your customer balances? If you need help, I'll add this article as a guide to creating a billing statement: Create a billing statement.

       

      Please let me know if you have more concerns about your files or reports. I'm always here to help. 

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement