QuickBooks is an multi functional accounting suite supposed principally for small and medium companies. It can carry out the entire accounting duties like managing invoices to submitting tax paperwork and paying taxes. QuickBooks File Manager is an software for QuickBooks Accountant and QuickBooks Enterprise Accountant. It plays file managing duties like storing corporate files and storing usernames and password, in a protected atmosphere.
Using QB File Manager Application, you’ll be able to simply import the buyer’s QB files. The app makes it more straightforward so that you can improve from one QuickBooks model to any other.
Features of QuickBooks File Manager Application
Allows you to Merge and Manage Client Folders
- You can view the grouped consumer listing into most well-liked teams in keeping with your purchasers.
- QuickBooks File Manager Application teams the files consistent with yr robotically in Groups dropdown.
- You can set up the teams additionally. Go to Groups->Add/Edit teams.
- You can delete a gaggle through settling on Delete Current team.
- You too can seek purchasers within the seek choice.
- Merge consumer folders. Select two folders, right-click and make a selection the merge choice.
- When you choose a shopper from the buyer listing, the entire data will get populated into the files tab. If the file is, opened in the course of the file supervisor, then the file data is, displayed within the data tab.
Password Vault Feature
- Another modern characteristic of File Manager Application is Password Vault. It shops the entire data of any corporate file you have got at the machine.
- You too can set up the passwords of corporate files through visiting the File Manager Application.
- You too can set up the password vault login data the usage of File Manager Application.
Batch Upgrade Feature
- The Batch improve is a formidable characteristic whilst you’re upgrading from one QuickBooks model to any other.
- You can make a selection more than one corporate files and improve them without delay. It’s very time-consuming.
QuickBooks File Manager Backup
QB File Manager Application has a backup machine. It saves your settings and directories. In case you revel in knowledge loss, you’ll be able to repair the backup.
How Can QuickBooks File Manager Help You?
If you’re employed throughout more than a few variations of QuickBooks on more than one files then File Manager will can help you. It turns into very tricky for a consumer to bear in mind the passwords for QuickBooks knowledge files. The password vault would possibly come in your support now and then.
Using the file supervisor backup characteristic, you’ll be able to keep away from knowledge loss too.