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I work in a small Family Office and use QuickBooks to manage the financials of my clients. As such, I have many separate "QuickBooks Companies". My problem is as follows:
When I go to open a company file (File > Open or Restore Company > Open a Company File) the destination it takes me to includes a whole bunch of "File Folders" in addition to the "QuickBooks Company Files". I don't want these "File Folders" here, I have tried moving them to another location but then QB automatically creates new "File Folders" in their place. My questions are:
1. What are the files for? Do they contain the PDFs that I attach to my checks? Can I delete them?
2. How do I make it so that they don't appear in this file so that I don't have to scroll past them every time I change companies?
Thank you,
EnglishTea
If QuickBooks automatically re-creates the folders then deleting them won't be effective.
There are several different folders it will create to store attachments, tax forms, indexing files, signature files, company logo files, and perhaps other types of files.
For example,
If the folder name ends with " - Images" then it'll contain your logo, signature file, and perhaps other files.
If it ends with ".QBW.SearchIndex", then it's for the file's search index.
BigRedConsulting,
Thank you for the reply. The folder name ends in "qbw.SearchIndex" so it is a search index file. Not a whole lot I can do with this information...
I really just want the folders to not show up when trying to "Open a Company". They never used to. Please let me know if you have a solution.
Thanks,
EnglishTea
I'm here to provide the information you need so you'll be able to open the file easily, EnglishTea.
When searching a company file, all the files will show on the list based on the related keyword that you use in QuickBooks. You'll want to locate your files using a wildcard search of File Explorer. To do so, here's how:
Please read this article for more information: Locating Backups and Company Data Files. You'll also want to manage privacy, security, and data settings in your account. I've included this for your guide: Data And Security.
If there's anything else that you need help with, feel free to message us here. We're always here to make you covered.
MariaSoledadG,
I usually open my QuickBooks Company Files through QuickBook's application.
Opening QuickBooks Company Files the way you suggested will take significantly longer which defeats the whole purpose of what I am trying to do which is be more efficient. Also, the folders that I am trying to hide contain *.qbw in their name so they will be picked up in the search results anyways. An example of one of the folders I want to hide is " Company ABC, LLC.qbw.SearchIndex "
Thanks,
EnglishTea
Hello, EnglishTea.
If you want to remove/hide a company in QuickBooks Desktop, here's how:
I'll add some articles as your reference in creating a company file without starting from scratch:
Let me know if you need further assistance. This way, we can perform additional troubleshooting steps. Have a wonderful day and stay safe!
Hi AileneA,
Thank you for your well thought out response!
Unfortunately, this solution only works if you have a few companies because the picture you showed below only shows companies that were recently opened (up to 4 companies). I have about 50 companies in my QuickBooks and therefore I have to selected the "Open or restore an existing company" button to see all of my companies.
I have uploaded a picture that I found online which looks like what I am working with (I can't screenshot my actual folder because it contains confidential names). In the picture please note that it is those top two "File Folders" that I am trying to hide.
Thanks,
EnglishTea
Thanks for getting back with the Community about this, EnglishTea. I appreciate you performing AileneA's steps and providing an image.
Since you're unable to edit your list to achieve the result you're looking for, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment and initiate a screen viewing session where they can conduct further research with you into hiding the two file folders you'd like to hide.
They can be reached while using QuickBooks.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
Please feel more than welcome in sending a reply if there's any questions. Have a lovely day!
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