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Transferring Files

Via Secure e-mail: We use a secure email service (e-courier) that allows you to login to send and receive files. There is no limit to the size of the file. Call us for directions.

Via e-mail: Prepare a new e-mail message, attach the file (paperclip icon) by browsing to your desktop and double-clicking the backup created above, and click Send. When complete, drag the backup file from your desktop to the recycle bin. There is usually a 10MB file size limit.

Via USB Drive:

  1. Insert the USB drive
  2. Run Windows Explorer
  3. Locate the file > right click > copy
  4. Switch to the USB drive > right click > paste
  5. Drag the backup file from your desktop to the recycle bin

Restoring a QuickBooks file:

  1. Save the backup file that we sent you to your desktop
  2. Start QuickBooks
  3. Press the CTRL + 1 key to display the QuickBooks product information screen
  4. Write down the location of your current data file from the File Information section [Example: C:\Program Files\Intuit\QuickBooks\ABCompany.qbw]
  5. Click OK
  6. Select File > Open or Restore Company > Restore a backup copy  > Next > Local Backup > Next
  7. Select the backup file > Open > Next
  8. Change the “save in” directory to the current data directory noted above > Save (the old file will be replaced with the new file).
  9. Close and restart QuickBooks
  10. Confirm that the restore was successful by looking for the Company > ToDo note that was added to the file.
  11. Delete the backup file from your desktop.

 

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