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How to Sync QuickBooks on Two Computers?

Are you facing trouble in syncing QuickBooks on two computers? Do not worry. We have the answer to your problems. […]

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Are you facing trouble in syncing QuickBooks on two computers? Do not worry. We have the answer to your problems. In today’s article, we are going to shed some light on this topic. Syncing QuickBooks on two computers increases productivity and the ease to use the data.

In many scenarios, it has been observed that users wish to link their data between several devices to boost productivity. However, they fail to connect the QuickBooks files between two computers since they lack the required knowledge to do so.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

So, without delay let us begin to understand how to sync QuickBooks files of two computers.

How to Sync the QuickBooks Desktop Files between Two Computers?

Step 1: To start with, you are required to install and then download the data transfer utility offered by Intuit marketplace on the main system that hosts the particular company file.

Step 2: You need to paste the company file to the main system from a secondary system. Additionally, it is possible to save the company file to disk or it can also be shifted to the main source computer over the particular network.

Step 3: Begin QuickBooks on the main computer. For this, you need to choose the particular file and then open a company-specific file from the other computer and then choose the Open Company option.

Step 4: In the data transfer utility, you will need to choose the open source company tab in order to export data from the given source company.

Step 5: Press Yes and allow access, even when the QuickBooks is paused. You need to search for the option to allow the application to use personal data. Post that, in QuickBooks, press Continue, Yes and Done.

Step 6: You will need to choose the Close tab that will be in the data transfer utility.

Step 7: After that check the File Menu and also press Close Company Options.

Step 8: Now, press the File Option and then press Restore or Open Company. Together with that, open a company in the accounting software QuickBooks.

Step 9: Now, you must choose Open Destination Company of disk transfer utility from the particular Import Data into endpoint enterprise.

Step 10: Choose Yes, always permit access even though QuickBooks is not running and also allow the application to use the personal data. After that, press Continue, Yes, and Done.

Step 11: Now use the Close tab for the presently connected to field in the particular data transfer facility.

Step 12: Now, press the File Menu and choose Close Company in QuickBooks.

Step 13: Choose Type of Data along with change tabs from the given data transfer utility. Together with that choose an option that shows the details you want to send to the destination file.

Step 14: Finally, go to the import data in the particular data transfer utility and also choose the import tab. This will sync the QuickBooks files of the two computers.

Sharing the Desktop Version Between two Computers

Step 1: First, you need to go to the File menu and choose the Utilities tab.

Step 2: After that choose the Host multi-user access.

Step 3: Now, you need to press Yes.

Step 4: Now, go to the Server system. It is the computer that saves the company file.

Step 5: In the Server system, you need to go to the Start Menu and look for the database server manager.

Step 6: Now choose the QuickBooks Database Server Manager from the given drop-down menu.

Step 7: Press on Browse and browsing the folder if the location of the folder is not shown. Here the company files will be saved. Now, press OK.

Step 8: Choose the Start Scan option. It will fix all the firewall permissions to allow QuickBooks to connect over the network.

Step 9: Now close the QuickBooks. Now open QuickBooks in multi-user mode on your system.

Synchronization with Database Server Setup

Step 1: Go to the Scan Folder tab. Now add folders, and scan. Scan the primary system for the company file of QuickBooks. Press on Close after your approved company file has been located.

Step 2: Press the Company Menu option. Now navigate to the Setup users and password option and press Set up users.

Step 3: Press on the tab available for additional user in the computer display and then allocate QuickBooks username along with the password.

Step 4: Choose the access options for the other computer and press on the Next tab.

Step 5: Select the permissions- changing or deleting transaction and go to the tab Next and Finish.

Step 6: Now press on Open or Restore Company and after that press on Open a Company in QuickBooks on the secondary computer.

Step 7: Search for the location on the given network where the primary company file is saved.

Step 8: Choose the file, and then login with the right username along with the password built on the primary system.

By adhering to the steps given above, you will be able to sync the QuickBooks file between two computers. All the information related to this topic is provided above. However, it is quite possible that you may get stuck with some topic or issue with syncing QuickBooks on two computers. In such an event, you can talk to our Dancing Numbers team any time you want.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are the Important Points to be Aware of Prior to Synchronizing Data Files on other Computers?

Here are the points to consider prior to synchronizing the data files on other computers:

You need to look for both the computers and check if they are connected to the network or not.
Just ensure that there is the right installation on every computer prior to syncing the files.
There is another option for you. You can first uninstall the QuickBooks and then reinstall QuickBooks on the two computers and after that use QuickBooks on the computers with the correct options.

What are the Different Types of QuickBooks Files?

Here is the list of the different types of QuickBooks Files:

QuickBooks Backup files
QuickBooks Company files
QuickBooks Bank Statement files (QBO)

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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