Copying Files Between Your Computer and The Server

The information in this article applies to:

• Internet-based QuickBooks, all versions

QUESTION

How do I copy files between my computer and the server?

ANSWER

To copy files from your computer to the server:

1. When you connect to the service, make sure you choose to "Connect your local disk drives to the remote computer".
2. Within QuickBooks, select the "File>Open Company..." menu item.
3. In the "Save As" window, choose a drive on your local computer from the "Save in" drop-down menu, browse to the folder containing the file you want to upload. If the file is not a QBW, etc, file, make sure to select "All Files (*.*)" from the "Files of type" drop-down menu.
4. Right-click on the file you want to upload and select "Copy".
5. Choose a drive on the server from the "Save in" drop-down menu and browse to the folder where you want to place the file. Your "My Documents" folder and the H: drive are on the server.
6. Right-click in the field where files are listed, select "Paste", and wait for the file to transfer.
7. To return to QuickBooks, click the "Cancel" button on the "Open Company" window.

MORE INFORMATION

QB001 - Exporting QuickBooks Data to Excel

QB003 - Moving Files on The Server