How to sync any laptop to the desktop for QuickBooks

How do i sync my laptop to my desktop for QuickBooks

To sync files between two computers, make sure they’re connected to the same network and that each computer’s installation options are suitable. The easiest way to accomplish this is to uninstall QuickBooks on both PCs and reinstall it with the appropriate options. When you complete the uninstall, your QuickBooks company file stays on the machine. 

The primary computer holds your company files and allows you to sync data to other devices on the network after you’ve reinstalled and configured QuickBooks on both computers. You can use the Data Transfer Utility, a third-party commercial utility, for combining company files if you have two different company files that need to be connected.

Merge Company Files:

  • On the primary device that will host your company file, download and instal the Data Transfer Utility from Intuit Marketplace (link in Resources).
  • Switch your company file from the backup device to the primary. You can save the company file to a disc or pass it over your network to the source machine.
  • On your primary machine, open QuickBooks. Click “File,” “Open or Restore Business,” and then “Open a Company” from the secondary machine to access the company file. This is the source file, and it’s what’s used to sync data to your destination file.
  • In the Data Transfer Utility, go to the “Export Data From Source Company” section and click the “Open Source Company” button.
  • Check the option to allow the application to access personal data and select “Yes, Always; Allow Access Even if QuickBooks is Not Running.” In QuickBooks, select “Continue,” “Yes,” and “Done.”
  • Inside the Data Transfer Utility, click the “Close” button in the “Currently Connected To” area.
  • In QuickBooks, go to the “File” menu and choose “Close Business.”
  • In QuickBooks, go to “File,” “Open or Restore Company,” and then “Open a Company.” Choose the company file that was used on this device when it was first installed.
  • In the “Import Data Into Destination Company” section of the Disk Transfer Utility, click the “Open Destination Company” button.
  • Check the option to allow the application to access personal data and select “Yes, Always; Allow Access Even if QuickBooks is Not Running.” In QuickBooks, select “Continue,” “Yes,” and “Done.”
  • In the Data Transfer Utility, click the “Close” button for the “Currently Connected To” area.
  • In QuickBooks, go to the “File” menu and choose “Close Business.”
  • In the Data Transfer Utility, click the “Change” button in the “Select Type of Data” area. Choose the choice that better describes the data you want to include in the Destination file.
  • In the Data Transfer Utility’s “Import Data Into Destination” section, click the “Import Data” button. This synchronises the data from both machines. Delete the secondary source file from your primary machine until you’re finished.

Database Server Setup:

  • If you downloaded the file, double-click the QuickBooks installer file or insert the installation disc into your optical drive. This procedure must be followed on both the primary and secondary computers.
  • Select “Next” after clicking “Yes To Everything.” Select “Next” after agreeing to the terms of the licence agreement.
  • If you’re installing QuickBooks on the primary computer, choose to use QuickBooks on this computer and save the company file for network sharing. Otherwise, choose to use QuickBooks but not to keep the company file on the second device. “Next” should be selected.
  • When asked, enter your licence and product number. “Install” should be selected.
  • On the primary device, go to QuickBooks and click “File,” “Utilities,” and “Host Multi-User Access.”
  • To search the primary machine for the QuickBooks company file, go to the “Scan Folders” page, “Add Folder,” and “Scan.” When you’ve confirmed that the company file has been identified, click “Close.”
  • If you’re installing QuickBooks on the primary computer, choose to use QuickBooks on this computer and save the company file for network sharing. Otherwise, choose to use QuickBooks but not to keep the company file on the second device. “Next” should be selected.
  • When asked, enter your licence and product number. “Install” should be selected.
  • On the primary device, go to QuickBooks and click “File,” “Utilities,” and “Host Multi-User Access.”
  • To search the primary machine for the QuickBooks company file, go to the “Scan Folders” page, “Add Folder,” and “Scan.” When you’ve confirmed that the company file has been identified, click “Close.”
  • On the primary computer, go to the “Business” menu and select “Set Up Users and Passwords” and “Set Up Users.”
  • Add a username and password by clicking “Add User.” Click “Next” after selecting your secondary computer’s access choices.
  • Change or delete transaction permissions by selecting the appropriate options. “Next” and “Finish” should be chosen.
  • On the secondary screen, go to QuickBooks and select “File,” “Open or Restore Company,” and “Open a Company.” Navigate to the spot on your network where the company’s primary file is held. After selecting the file, log in using the username and password generated on the primary device.

Conclusion

In conclusion, QuickBooks Desktop software helps you manage the books and accounts of a particular organisation. This blog will help you understand how can you sync your laptop and desktop for QuickBooks Desktop software. I hope that this blog helped you and was worth your time. 

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