Intuit Customer File Exchange – Upload and Download Files

The requirement to upload and download files with Intuit Customer File Exchange (CFE) often arises. It occurs when Intuit requires access to the company file for issue analysis and resolution. Intuit accesses these company files to analyze errors and implement solutions. For most users, implementing this procedure is complicated.

To deliver a file via the QuickBooks File Exchange, a Personal Identification Number (PIN) is required. This PIN is sent by Intuit via email, and it becomes invalid after 48 hours. For those without a PIN, ensure to check the spam folder to verify the email from Intuit. In case the PIN has expired or is unavailable, connect with Intuit Support.

This blog explains all about uploading and downloading files in the Inuit Customer File Exchange. Read this guide to learn about the steps to download a QuickBooks Desktop company file via Intuit.

What is Intuit Customer File Exchange: A brief

CFE is a platform offered by Intuit. This platform enables users to upload and download accounting data securely with Intuit servers. CFE safeguards data privacy and settings while files are exchanged, preventing unauthorized access.

CFE enables automatic data exchange between QuickBooks and other platforms. It minimizes issues, maintains precise records, and saves time. Furthermore, the platform ensures compliance, streamlines integration, and boosts operational performance and decisions.

How to Upload Files through Intuit Customer File Exchange?

Intuit permits sending several file types. However, ensure to take the company file backup before uploading to stop data loss. Uploading a particular file with the same name overwrites the existing one. Change the name of the file or save it in a separate folder.
Here are the steps to upload files via Intuit’s CFE:

1. Open the web browser and visit the site:
   • https://intuitb2b.secure.force.com/FileExchange
2. The mentioned URL is sensitive to letter casing. In case the sign-in option is inactive, shift to a compatible browser.
3. Add the Case Number, PIN, and email.
4. Acknowledge the Terms of Service and click the “Sign-in” button.
5. Click the “+” icon.
6. Now, choose the “Upload” button.
7. Drop your file into the upload area or select Browse to find it on the system.
8. Click the “Upload” button to begin the file transfer.
9. Once the upload is done, click the “Close” button.

How to Access and Download Files using Intuit File Exchange?

Once the upload is done, download the corrected data from Intuit’s Customer File Exchange. Files remain on the portal and server for 20 days. To prevent any loss, download the files within the given period.

Here are the steps to download files from the Intuit File Exchange:

1. Log in to the Intuit File Exchange.
2. Add the Case Number, PIN, and Email Address.
3. The PIN is case-sensitive. Get in touch with Intuit support if it is misplaced.
4. Acknowledge the Terms of the Service and click the “Sign In” option.
5. Locate the rectified file named FIXED_(file name).
6. Beside the file, there are three dots. Click them and choose the “Download” button.
7. To save the file, select the location.
8. To finish the download, click the “Save” button.

How to Manage File Uploads and Downloads in Data Services?

Intuit Data Services facilitates the sharing of the company file for editing or processing. Here are the steps to maintain data accuracy and guarantee seamless file management:

1. Do not add new data to the company file when it is in Data Services.
2. Include new transactions when the file is sent back.
3. Download the Readme.docx file when provided. It includes guidelines to use the rectified file. In a safe place, save both the files.
4. While using a server or a network, restore the file to your local system. Once done, save it to the host location.
5. The data files may have the .qbm extension. It implies the files are compressed. Modify the file if needed.

File Management Best Practices for Intuit Customer File Exchange

Successful file management in Intuit Customer File Exchange helps with seamless uploads and data integrity. Including the following best practices helps avoid issues and uphold data accuracy.

Here is the list of the best practices for Intuit Customer File Exchange:

• Uploads file in a standard supported format to support compatibility. Such formats include IIF, CSV, or Excel.
• Follow consistent Naming Rules. Include dates, project codes, and client names in file names for easy recognition.
• Confirm Data Prior to Upload. Look for wrong or unavailable entries to prevent import or upload issues.
• Arrange files by classification. For seamless monitoring, sort files by vendor, customer, or transaction type.
• Create backup copies and store them prior to uploading. This will help avoid data loss.
• Check and Clean Files Daily. Erase old or repeated files to ensure the system is in order.
• Adhere to the security rules. Access secure networks and use controls to prevent crucial data.

Key Advantages of Using Intuit Customer File Exchange

CFE makes data transfer simple and guarantees precise, secure, and proper management of financial data. Here is the list of the key benefits of using the Intuit Customer File Exchange:

• High-level Encryption: To safeguard financial information from unwanted access, files are added with high-level encryption.
• Account Login Not Needed: Use the portal that has a special temporary link without QuickBooks login credentials. This minimizes security threats.
• Limited-Time access for Improved Security: Files are erased automatically after 7-14 days to avoid storing sensitive information.
• Fast and User-Friendly: Import and download company files easily with just a few clicks. No technical expertise is required.
• Acknowledged by Intuit: Intuit support teams use CFS as their designated platform. This guarantees dependability and trustworthiness.
• Perfect for Online Teamwork: Clients and accountants share files safely from one place to another without shared drives or email.
• Minimizes the Chances of File Corruption: CFE reduces corruption and version incompatibility risks, in contrast to cloud tools or email.

Conclusion

Users using the Customer File Exchange need to upload or download files in some scenarios. The steps shared in this guide will guide you through the process to upload or download files.

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Faqs About Intuit Customer File Exchange