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Our QB Desktop and company file are hosted. We use Assisted Payroll to run our payroll. I have a copy of QB Desktop on my laptop. I need to run some reports and extract data from our company file over the weekend. However, I won't have internet access. I figured I can use the backup company file to run my reports. But, the last time I did something like this, it messed something up with Assisted Payroll.
Is there anyway I can use the backup company file without affecting Assisted Payroll?
Thanks for taking the time to scour our Community space for potential solutions, Novice338.
May I know what specific issue you've encountered when restoring the back up file in QuickBooks that messes your Assisted Payroll Service? This way, we can better isolate the issue. If you have missing payroll data and encounter this message: "This QuickBooks file may be missing some of the payroll data that you have already sent to the Payroll Service. Before creating any new transactions, you need to restore the missing data by clicking Send Payroll Data from the Employees menu and then clicking the Send button"?. Just follow the steps below to resolve the issue:
If there are any transactions listed, don't select Send. You may create duplicate transactions on accident. If not. I'd suggest contacting our Assisted Payroll Team to help you with using the backup company file without affecting Assisted Payroll Service.
If you don't want to use the back up file, we can export the report to Excel. Just save reports as Excel workbooks (.xlsx), CSV spreadsheets, or PDFs. Here's how:
After exporting, we can get the latest version of the report from QuickBooks while you're in Excel. The first time you update a report from Excel, make sure QuickBooks Desktop is open. This sets your preferences and permissions and you can update reports from Excel even if QuickBooks is closed. Here's how:
Feel free to browse this link here if you need help with other tasks in managing your reports. It'll route you to our general financial reports topics with articles.
You can always update after performing the steps as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Have a great weekend.
I don't recall what the error message was, maybe turned off Assisted Payroll. I just don't recall as I stopped using the backup file after that one time. I used to always make a backup to test different scenarios without affecting the master company file.
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