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QuickBooks Desktop Sync: How to find your data file

One of the things you will need to know when preparing for your QuickBooks Desktop sync is where your QuickBooks company file is saved.

This is a critical piece in your sync set-up since there are very specific system requirement for the sync to be successful. The following chart shows you the possible locations of the 3 components for a successful sync: 

 

QuickBooks Desktop Application

QuickBooks Company File

QuickBooks Sync app

Option 1:

On a local Windows computer

On a local Windows computer

On a local Windows computer

Option 2:

On a local Windows computer

On a remote Windows-based server

On a remote Windows-based server

 

How do I locate my QuickBooks Company File?

Option 1 - Your QuickBooks company file is On a local Windows computer

With your QuickBooks Desktop account open, click on "File" at the top navigation panel and point to "Open Previous Company File".

This will show you the most recent company files that you have opened and used. If you see a "C:\" in front of the company file that you usually use, this means that the file is saved in your local drive, and that you have direct access to it.

 

 Option 2 - Your QuickBooks company file is On a remote Windows-based server

If you do not find your Company file under Option 1, go back to QuickBooks Home and click on "File" again. This time select "Open or restore Company..."

Anew window will pop up on your screen. The "Open a company file" option is already selected for you, just click on the "Next" button.

 

This will usually take you immediately to the default folder where your QuickBooks company file is located. note the first letter of the File patch of the file you want to work with.

 

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