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Using QB desktop pro 2020. I'm travelling for a few months, figured I'd backup restore to my laptop. Then when I came back, backup restore and continue to use by desktop. Not asking for too much, am I? No problems installing software on my laptop. Then did a complete backup restore to one drive, restored on my laptop and everything looked find. Just by chance, went to the employee center, hit the payroll tab. the listings on the top labeled "file forms" was complete. the listings below under "Filing History" was blank under the "Saved Filings" tab. the listing under the "e-filings" tab was complete. I spent about 1/2 hour with chat, impossible to communicate. then went to have a call back, pleased to say I got called within a minute or two. Then it went downhill. Person I spoke to was difficult to understand at best. She logged into my screen and simply didn't understand the issue. I asked for elevated support who she told me was on leave, but somehow, she wound up chatting with her and relaying information - bottom line either she didn't understand the problem or was also useless. They then said the backup restore doesn't handle copies of previous filings, which I found impossible to believe. I mean if you backed up your computer to move files over to a new computer what they are telling me is not everything is backed up. After almost an hour I said this is really a waste of both of our times and hung up. Anyone have any insights/suggestions?
I'd like to help with your concern about saved tax forms, larrygaia.
The saved filings in QuickBooks Desktop is really dependent on the location of where the company file is stored. This is the reason why you can no longer see the saved tax forms when you moved the company file from your laptop to the desktop computer.
Please take note that when filing form, QuickBooks will automatically create a PDF copy of it. It will saved in the same location where your company file is located. However, this type is not included when the backup is created.
To access your saved forms, you may manually pull them up if you still remember where the file is located in your laptop where the forms are filed. You can also save them as PDF copies and save them in your desktop.
More details about this are discussed in the back up your payroll forms section of this article: Back Up Your QuickBooks Desktop Company File.
You can use these articles as your guide on how to find the files in your laptop:
Let me also share these articles for extra references:
Don't hesitate to reply to me or post more questions in the Community if you still need more hep with this. We'll make sure that everything is taken care of.
Jeno,
thanks for the quick reply, but unfortunately not exactly helpful. First, let me say QB/Intuit should at least let you know that not everything is backed up. And is there anything else that is not backed up? Just doesn't make sense. And what makes even less sense is that suppose I do a tax filing on my laptop while away, from what you're saying, when I come back and restore on my desktop, I have all the tax filings except the one or two I did while away. This is nuts.
Then you go onto say i can access them if you still remember where the files are located. Well, quickbooks files them, where does it put them? Again, something is very wrong and just doesn't make sense
Thanks for contacting us again, Larry.
Allow me to join the thread to share some more insights about this saved tax filing concern.
Jeno is correct that the saved filings location depends on where the original file is located. Those files are in PDF form, which is not part of the .QBX or .QBB file components. These extensions are saved on a separate folder, which is not carried over when you back up and restore the file to a new location.
This, however, doesn't mean that they are deleted. Those files exist and you can access them on the same location where the company file is. If you want to transfer past filing history, you can look up the file path under the saved filings tab. You can also do a wildcard search to find it on your computer by searching the file name. Once you found the folder, copy it to a removable drive and manually copy it to your laptop.
If you have any questions or need further help with QuickBooks data management, visit us anytime. You can also mention my name on your posts, and I'll be more than happy to help. Have a nice day!
Jen,
all i'm saying is when I do a backup of software, I expect it to be a full/complete backup. If I want to upgrade my computer, I expect a backup to contain everything. I only found those missing filings by mistake. What else is not backed up and why can't it be...or at least why doesn't qb tell you that and tell you exactly how to backup/transfer those filings.
can anyone give me a clear method of doing what I always thought QuickBooks was doing when I did a backup - and that is a full backup with EVERYTHING. Plus I think QuickBooks should clearly list a qualification in their software when someone backs up as to what is NOT being backed up. All I got so far from Intuit was an email "closing" my case, which really was not appreicated.
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