Moving Files on The Server

The information in this article applies to:

QUESTION

How do I move files between folders on the server?

To move files between folders on the server:

Connect to the server.
Within QuickBooks, select the "File>Open Company..." menu item.
In the "Save As" window, 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.
Right-click on the file you want to upload and select "Cut" or "Copy" depending on whether you want to move or copy the file to the new location.
Browse to the folder where you want to place the file.
Right-click in the field where files are listed, select "Paste", and wait for the file to transfer.
To return to QuickBooks, click the "Cancel" button on the "Open Company" window.

QB001 - Exporting QuickBooks Data to Excel

QB002 - Copying Files Between Your Computer and The Server