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THEAOB
Level 1

Quickbooks Business File

Good Morning All...

I have a client who was using Quick books with the Company File on One Drive.

This allowed her to work in the office and work at home.

It was working well up until the accounting lady came in to reconcile the account.

While the client had the Company file open at home the accounting lady opened the file in the office which created a duplicate file. So we have one file with data up to 5/15/2020 and a continuing file with the reconciliation and new data. we need to put the two back together again as this has caused a bit of a mess. I am only a systems guy and not an accountant. Any and all suggestions and guidance would be much appreciated.  

Thank you all!

JIM

2 Comments
ReyJohn_D
QuickBooks Team

Quickbooks Business File

Welcome to the Community, @THEAOB.

 

Let me share with you some information about the duplicate file issue you're having in QuickBooks Desktop (QBDT).

 

First off, you're unable to combine these two company files since they are separate ones with different transactions. You'll have to recreate the transactions made from one company so it will match with the other one.

 

To prevent this issue from happening in the future, please ensure that the Multi-User mode is enabled in QBDT. This way, the transactions won't be saved in two different company files. To verify if you're already in multi-user mode, here's how:

 

  1. Let's go to the File menu.
  2. If you're able to see the Switch to Single-user mode, then you're working on a multi-user mode. If not, then click on that option then follow the onscreen instructions.

 

For future references about managing multi-user mode in QuickBooks Desktop, refer to these handy articles: 

 

 

I'm here in the Community to help if you have more queries about managing reconciliation and multi-user mode in QBDT. Take care and have a great day, THEAOB.

Fiat Lux - ASIA
Level 15

Quickbooks Business File

@THEAOB 

Consider a 3rd party tool to migrate your data between files.

https:// transactionpro.grsm.io/qbd

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

 

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