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How to Upload to Quickbooks

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There are two main reasons why a QuickBooks user would have to upload a file to the QuickBooks Company. First, a backup copy may have been created and transactions added to both the backup copy and the main company file. Using the standard backup restore process, any transactions entered into the main company file would be lost. In this case, the user would need a software solution called the “Data Transfer Utility.” The second reason is that a company file may become corrupted or damaged, necessitating technical assistance.

Purchase the Data Transfer Utility software. You may purchase this through the Intuit Marketplace website. The price range is from $99 to $149 and may be downloaded directly. This will allow two different files on QuickBooks to be worked on simultaneously and then merged together at a later date. Without use of the Data Transfer Utility, the only option is through the use of the accountants’ copy, which restricts the type of entries that can be made in both the accountant’s copy and the original file.

Upload a damaged file to Intuit Data Services. To do this you must first contact QuickBooks Technical Support. Describe the situation to the tech specialist, who will give you a case number and a PIN. Without contacting technical support, uploading to the Intuit File Transfer server is not possible. A case number and a PIN are required in order to send the file correctly.

Log in to the Intuit File Transfer site. The IFT website is supported only by versions of Internet Explorer newer than 6.0. Any other type of Internet browser may result in failed uploads and other errors. The terms of service agreement window will open. Read these instructions and click the “I have read and agree to the Terms of Service” option.

Enter your case number, email address and PIN given to you by the QuickBooks tech agent and then click on the “Submit” button. This will open the “Customer File Upload” window. Click on the “Add” button. Click on the “Browse” button and find the backup file you need to send. Click on the “Open” button in the “Choose File” window and choose the file you just “Added” so that it can be uploaded. You will have to send the .QBB file and—depending on the issue causing the damage to the file—you may be asked for additional files with different extensions.

Click on the “Start Upload” button. When the upload is finished, a message screen will open. If the tech agent requested additional files, like the .QBY, and .QBA files, click on the “Clear” button and repeat the upload process with the additional files. Save the logon screen as a “Favorite” so that you may find it easily to check on the status of your case.

 

If you are facing any kind of issues call us on our toll-free number 1-800-293-9401.

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