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Backup/Restore/Append

I recently assumed a position with a 501(c)3 agency that heretofore had not had a working budget. I'm using QB2005Pro. I have the program installed at the office on a network and I also have it installed on my laptop for convenience when I travel. Our fiscal year runs October 1 - September 30. Using 8 months of history I reconstructed a 2004/2005 FY budget and then projected the next 4 months using the previous 8 month's figures. I now have an acceptable 2004/2005 budget. I did all of the work on my laptop. At the same time I have been simultaneously running the day to day financial business on the network system. Over the weekend I want to put together a

2005/2006 budget and I want to be able to use the history from the 2004/2005 budget that I just reconstructed. If I backed up the laptop data to the system it would wipe out recent day to day activity and if I backed up the system data to the laptop it would wipe out my 2004/2005 reconstructed budget. Unfortunately QB will not permit incremental backup or the ability to append data so from what I know about it, I'm going to lose important data information one way or the other. My best case scenario would be to be able to restore the 2004/2005 budget data to the system so that I can make use of all of the most current information to do the 2005/2006 budget. All of that said, does anyone have any suggestions that might help me out?

Thank you,

Reply to
anon
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You have no choice but to manually add to one file. Can you print the budgets from your laptop and then add it in manually to the company file on the network? Rename your company file on the laptop to indicate it holds the historical data used to create the budgets then copy it to the network as well, just for any future refernece. There are only a few ways you can ever work the same company file from different locations and that's:

a) log into network server from remote location and work on the file that resides on the server there

b) make a copy of the file onto removable media at the end of a work day, work on it that night, return the updated file to the original location at the start of the next work day.

You can get incremental backups by using a backup program that does this. Retrospect and WinBackup immediately spring to mind but I'm sure there are others. I hope that QB is working diligently on making 2006 and subsequent versions include sync ability. It would make QB much more time/cost efficient for many people.

Reply to
Tee

If you have QB Pro another solution would be to export the budget then import it into the other file. Also, to work up your new budget you can export it, open the file in excel, work on it, save it, then import it.

Reply to
Keith

There are some QB file synchronization programs that can import data from one QB file to another QB file. Try the "Intuit Marketplace" to search for those programs..

Reply to
Sangeeta

For future, you should consider placing the QuickBooks file on a QuickBooks Hosting service provider so that all the users can access the same QuickBooks Pro 2005 file over the Internet via terminal services. It provides for MU access up to 5 concurrent users via Internet

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provides such a service for $25/month per user. A demo is also available.

Reply to
Sangeeta

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