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JoAnnARS
September 17, 2024
Question

QB desktop pro 2024 to new computer

  • September 17, 2024
  • 2 replies
  • 0 views

I am in the process of switching everything to a new computer.  I include attachments to all of my invoices to keep paper usage down and we have a lot of invoices as we are a general contractor. My QBDT (2024 version) does not automatically migrate the attachments, as Intuit knows.(Why it doesn’t migrate is beyond me except I know you want everybody to go online.) so with the guidance of an online QB support person we thought we figured out how to do it. Copy and paste the file folders within the “attach” folder in the company file. Now when I go into my new computer and look at the invoices it shows the red tic in the attachment tab but when I open it, there are no attachments.  What do I do now?  This is absurd. If I can’t do this and am audited I am screwed because this is my backup!!! 

    2 replies

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    CharleneMaeF
    September 17, 2024

    I appreciate you for making the effort to transfer your attachments, JoAnnARS. I'm here to provide the fix so you can view them on your new computer.

     

    Once you've successfully moved the Attach folder to your new computer, we'll have to manually link the attachments to your transactions in QuickBooks Desktop so you can view them.

     

    Here's how to attach the documents to your entries:

     

    1. Browse to the transaction to which you want to attach a document.
    2. Select Attach File, then search for and select the document you uploaded.
    3. Select Add, then hit Done to add it to the transaction.

     

    Please note that you can attach a document to multiple transactions by following the steps outlined above.

     

    If you encounter issues with your attachments, you can browse this article to rectify them: QuickBooks Document Center: FAQs and common problems.

     

    Additionally, I've added these articles to help you ensure the books are migrated successfully to your new computer and check if there are missing entries:

     

     

    This thread is always open if you need assistance working on your books on your computer. Please click the Reply button below, and I'll be around to help if you have any other concerns. 

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