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useromhalewellness
June 4, 2023
Question

Under My Accountant, I need to move files into folders so we're organized by year. Under Actions, why isn't move into a folder an option? how can I move files?

  • June 4, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

JamesM4
June 5, 2023

Hi there,

 

 Thanks for connecting with us here. QuickBooks is a versatile program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you love. 

 

The  function you've described above isn't available. I can see the benefit of having the exporting options you've described and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback.  

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

useromhalewellnessAuthor
June 5, 2023

Thanks, I've offered that feedback ... so I have to download all the files and resave them in folders?! 

That just seems like a huge waste of time ... Is there another way of doing it?

JamesM4
June 5, 2023

I appreciate you taking the time to leave feedback. I recommend searching for a third-party data app that can help you save files into folders. You can search for apps on our app store www.apps.com. In the meantime, feel free to ask other questions, I've got your back.

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