How to Sync QuickBooks Files Between Two Computers?

QuickBooks customers frequently desire to sync files between multiple computers , making it one of the top accounting software platforms accessible. The primary benefit of synchronizing QuickBooks files across several computers is that it boosts business productivity by allowing users to work more flexibly and access data across multiple networks.

If employees do choose to sync QuickBooks between two or more computers, they can work cooperatively on an accounting report with more effectiveness. Users that don’t know how to sync QuickBooks data to various machines are frequently the source of the problem.

So, if you want to assure internal performance, read our comprehensive guide below, which explains how to sync QuickBooks with multiple computers.

Preparation for QuickBooks synchronization

In general, there are two methods for synchronizing QuickBooks:

  1. The first step in syncing the files is to ensure that both computers always have necessary installation settings; if not, look for them and connect both computers to the same network.
  2. Another option is to accomplish it this way: Remove the QuickBooks application from both computers and then reinstall it using the normal installation procedure.

It’s worth noting that your primary desktop will save the files which is called the host computer  and allow you to sync them with the secondary computer. Let’s look at the stages involved in the procedure now that you know the advantages of syncing QuickBooks data.

Step 1: Download and install the QuickBooks database server manager.

The first step is to download and install Quickbooks database server manager. This should be downloaded and installed on the main computer that will host the company file.

Step 2: Move the company file into the document.

Now, take the backup of the company file from the secondary computer and save it on the primary computer. This will ensure that both computers have access to the company files.

Step 3: On the secondary computer, open the company file.

Using the primary computer, open the company file once you have moved the company file in. Select the company file on the secondary computer and click “Open company” to open it.

Step 4: Choose “Open source company” as your firm type.

To export data from a source company, select “Open source company” from the data transfer utility.”

Step 5: Give others access to your company file.

Select “Yes and allow access even if QB is not running,” then “Permit access to personal data.” Click “Continue,” then “Yes,” then “Done.” QuickBooks will now have access to your personal information.

Step 6: Go for “Close” and close the business.

After you’ve given the app permission to access your personal data, go to “File” and select “Close company” from the “Currently linked to field” option.

Step 7: From the drop-down menu, select “Restore company” or “Open.”.

Select “File” and then “Restore Company,” followed by “Open a company in QuickBooks.”

Step 8: Find a firm that offers open destinations.

Choose the “Open destination company” option from the disc transfer utility after clicking “Import data into destination company.”

Step 9: Allow access to personal information even if QuickBooks isn’t open.

To ensure that your computer has access to all of your personal data, select “Yes, always authorize access even if QuickBooks is not running.” To keep the procedure rolling, select “Continue,” then “Yes” and “Done.”

Step 10: In QuickBooks, close the tab and the company.

data transfer field. Click on the “File” menu, then select “Close company in QuickBooks”.

Step 11: Decide exactly what type of data you’ll be importing.

To alter the data type, click “Type of data” and then “Change.” After that, look for the information you need to add to your destination file.

Step 12: Data must be imported into the destination file

To import data into a destination, click “Import data into destination” and then pick “Import data” in the utility window. The files will be synchronized between the primary and secondary computers. Once all the data has been imported into the primary system, you can delete the secondary source file.

Syncing to another computer via database setup

  • The database server setup can also be used to accomplish this synchronization operation. The steps are as follows:
  • To begin, save the QuickBooks installer file to both PCs.
  • Select “Use QB on this computer” and “Store company file for Network Sharing” on the primary computer.
  • Now click “Install” and enter your product number and license; select:
  • Multi-User Access is Hosted from File >> Utilities
  • The next step is to search for the QuickBooks company file on the primary computer; to do so, go to “Scan Folders,” pick “Add Folder,” and then click “Scan.” in QUickBooks database server manager.
  • When you’ve located the company file, close the folder.
  • Creating a username and password can now be done by clicking on “Set up users and passwords.”.
  • Change and delete transaction permissions by selecting choices, then pressing “Next” and “Finish.”
  • Click “File” on the secondary computer, then “Open or Restore Company.”
  • In the secondary computer, search for the right network location of the parent company file.
  • Select the file, then log in using the same username and password as the primary computer; this synchronizes the QuickBooks files on both machines.

You will be able to successfully sync QuickBooks to another computer if you follow the procedures above.