How to Locate and Change QuickBooks Data File Location?

by James Antonio

There will be several situations when you wish to change the file location to your choice of folders. This approach will organize things better and not every time you have to hit the search command (CTRL+F). The default location you may or may not find that much appealing and at the time of presentation or office meeting, you would not like to waste the minutes because of such petty issues. All of this can be saved if you just make a folder and save your important files in that one instead of their default location.

Locate and Change QuickBooks Data File Location

In order to change the default file location, you have to locate the file first. The default location for any company file of QuickBooks Desktop is going to be “C:UsersPublicPublic DocumentsIntuitQuickBooksCompany Files”. And, for Sage it is C:ProgramDataSageAccounts where you will locate every possible detail or file of QuickBooks. From any of these locations, we should be able to choose the version or the required year of the application your file is using.

How to Rename a Company File in QuickBooks?

Renaming the company file is easy in normal circumstances. All you have to do is to press right click on the mouse and a drop down appears with an option of rename. You choose a name and save. But with QuickBooks, there are certain number of steps that has to be taken, which are described below:

  • The very first step is to click on the Go to client’s QuickBooks which is visible on the drop-down at the top.
  • Choose the desired company file you want to rename.
  • From there, press the Gear icon.
  • Under your selected Company, click on Account and Settings tab.
  • You need to go to the Company tab on the left panel.
  • Click on the Company name section to maximize it.
  • Now, change the client’s company name.

ne may also ask, how can I change the default backup location in QuickBooks to reorganize the record keeping in the system?

How to Create a Backup File in QuickBooks?

First of all, you need to create a backup. This will help you to retrace your steps if anything goes wrong. Keeping a backup file is always the smartest choice. Please refer to these following steps to create a backup file:

  • Go to the File menu, you need to choose a Backup Data.
  • Then you should specify the backup location of your choice. In order to back up to the default folder on the local hard drive, choose Default Location.
  • Click on Backup action then press Finish.

How to Save a QuickBooks Company File?

As mentioned above, it is smart to create a backup file and then try changing location. Here are the steps through which you can create manually Back Up file:

  • From the File menu, please click on Back Up action.
  • Click the Back Up action tab on Company File.
  • Then you need to click on the Browse button to update the filename
  • Indicate the backup location and hit the Save button.
  • Optional: you need to choose other items in Back Up Options area.
  • Click on the OK button.

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Where are the Backup Files of QuickBooks?

QuickBooks ensures to make it convenient as well as efficient. You will be easily able to locate your working or backup files with the help of it. All you need to do is just to select the search a company file option on the No Company Open window. You would normally see this window when you first initiate the QuickBooks program or when you close your company file.

How to Recover a Lost QuickBooks File?

There will be times, when you may need to retrace your steps and you come to know that your back up file is not what you wanted it to be. In that case, you may have to go to the QuickBooks Program to recover your file again, so you can work on it from scratch.

Firstly, Open the QuickBooks account.
You need to select the File menu, then Open or Restore Company.
Click on the restore action with the file based on its type: Windows company file (.qbw) Then you need to choose open a company file, then click on the Next button.
Open the appropriate folder of your choice, and then choose the company file.
Click Open, then enter the password to secure it.

Where can QuickBooks Company File be saved as a Backup?

With QuickBooks, you are enabled to create a backup file that you can save to a USB drive or CD, or to another folder on your company’s network. Once it becomes available at its desired destination computer (where a copy of QuickBooks should already be installed), you will be able to restore it as a backup.

How can the Data be Transferred from Old QuickBooks to the New Version?

It again is a set of steps that will take care of everything. With QuickBooks’ advanced approach, we can achieve our task within no time at all.

First of all, you need to log in to your new QuickBooks version.
Click on the Gear icon for settings.
You need to select the Export data tab.
Then toggle the data you wish to export to On.
Finally you need to choose the Export to Excel button.

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

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.

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

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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.

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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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