Features and Benefits of QuickBooks File Manager Application

Accounting Software File Manager is a dedicated application, which is specifically created for Accounting Software Accountants. It is also an important part of the Accounting Software Enterprise Accountant. Accounting Software manager stocks company files along with the usernames and passwords. Everything is saved in an encrypted environment.

Accounting Software applications enable the accounting experts to smoothly import all the client’s Accounting Software files. Also, it enables the users to upgrade from one Accounting Software edition to another. In this article, we will find out more about the Accounting Software File Manager.

Also, you always have the option to learn more about the Accounting Software file manager through the technical team. Our Accounting Software professionals have all the answers to the queries linked to the manager.

Main features of Accounting Software File manager?

• Accounting Software Manager makes it easy for the users to fuse and manage the client folders.
• It makes it easy to see the assembled client list in the ideal groups as per the clients.
• Also, Accounting Software manager makes it easy for the users to group the files as per the year automatically inside a Groups drop-down.
• With the help of the Accounting Software file manager, the users can easily group and regroup.
• You can edit, add, or remove the Groups as well.
• Also, the process of deleting a group with the help of the Delete Current group option is easy.
• At the same time, with this Accounting Software file manager, the process of searching for clients is simplified.
• Merging the client folders is a cakewalk through this manager.
• You would just have to pick the folders, then right-click on them, and click on the merge option to merge the folders.
• Whenever you choose a client from the list, each and every detail will automatically get occupied inside the files tab.
• In case any file is opened via the file manager, in that case, the details of the file are displayed in the information tab.

In case you work via plenty of different various editions of Accounting Software on plenty of files then in that case File Manager is surely going to help the user. Sometimes it may become a little tough for the Accounting Software user to remember all the important passwords for the Accounting Software data files. In order to help you remember the Accounting Software password you would need some assistance.

What’s New in the Scheduled Reports Feature of Accounting Software 2017

Accounting Software has introduced a fantastic feature called the password vault. It is a very useful integration in the Accounting Software accounting solution, and it will be very helpful in the time of need. Accounting Software File Manager is one of the best additions to Accounting Software solution. It helps to make it easier for the accountants to manage the financials in a much better way.

How can the Accounting Software File Manager application help QB Users?

This application helps QB users in many ways like:

• To create a list of the clients that can also create a virtual view of the hard drive, and contain clients’ company files location. 
• Create groups of clients 
• Upgrade multiple clients’ files 
• Merge the folder just by right-clicking on the same and you can pick the Merge option 
• All the clients’ information will automatically be occupied whenever selecting them from the list.
• It saves your login information automatically. The Password vault lets you open the files of your clients without knowing the login information.
• It enables you to edit, add, or delete groups as per your desires.
• With this application, searching for clients is pretty simple.

A few important functions of the Accounting Software File Manager Application

Apart from the list of features that are discussed, these are a few more important features that come under the Accounting Software File Manager Application:

• QB report supervisor backup: This application has a backup system that saves your settings and directories as well. Using this QB File Manager feature, you can avoid data loss or you can restore your backup if you come across data loss.   
• Batch upgrade: It is a powerful feature that helps you while upgrading from one Accounting Software version to another. With the help of this feature, you can upgrade multiple company files at once which might be time-consuming. It does not apply to the UK version of Accounting Software. 
• Password Vault: If you’re working across different Accounting Software versions on multiple files then File Manage can help you. However, it becomes difficult to remember passwords if you’ve multiple Accounting Software Data files. The password vault is the QB File Manager Application feature that may come to your aid from time to time.

Important Points to Remember

To remember the given points before moving ahead:

• With the file manager, you can manage your password through the password vault.
• In case a similar list of the file and their login ID and password is important for multiple systems. And the file manager backup will be helpful and restored on another system.

Work Procedure of Accounting Software File Manager

• The organization and client folders are made a user-friendly directory depending on the user’s original orientation(location).
• Accounting Software files (.QBW, .QBB, .QBA, and .QBM)  are grouped for each client based on their format.
• To make it simple to open, just click to open the file from the file manager, and don’t forget the username & password for each and every file.

How to Start A Accounting Software File Manager?

• Firstly Open Accountant Menu->Accounting Software->Accounting Software File Manager.
• On the desktop click Accounting Software File Manager.
• Open Accounting Software and from the accountant menu, select Accounting Software file manager.
• Then from the Windows start menu->Programs->Accounting Software->File Manager.

1. Steps for Importing files in Accounting Software file manager

• Go to Accounting Software file manager.
• Click on the clients->add clients via->update client list wizard.
• Import From client folder names, if you have already organized the company files and folders into a format to your liking.
• Importing from Accounting Software file names, if the files & folders are not organized, then the file manager scans your system and imports the file. The file name should be as similar as your PC or system name. 
• Using a drag-and-drop option to shift the files into the Accounting Software file manager from Windows File Explorer.

2. Steps to open the Company file from the Accounting Software file manager

• Firstly open the Accounting Software.
• Remember that two files can be opened simultaneously using the file manager.
• Select Files then Restore to QBW or Convert to QBA, If you want to convert.

3. Steps to Managing and merging client folders

• Users can view the grouped list into desired groups based totally on your clients.
• Using the group’s drop-down option of the Accounting Software file manager, files are grouped automatically.
• To manage groups, firstly visit the company then add/edit or delete, if any group is currently selected.
• Using the search option users can search any type of terms.
• If you want to merge the client folder then select both folders, now right click and select the merge clients.
•  Using the files drop-down option you can easily merge the client file and folder.
• After that when the client is selected from the client list, all the information about the client is populated in the file, files section. After opening the file via the file manager, then the information is displayed within the data tab.

 4. Steps to Password Vault in Accounting Software File Manager

• The Password vault is the most useful and simple process of Accounting Software File Manager. It stores all the information ( username & password) of any type of company file.
•  It manages the already saved password easily.
• Into the File Manager application, get an option to manage the password of the company file.
• Before adding client files, Password Vault required the user to make a user username & password for security purposes. 

5. The Batch Upgrade feature

The batch upgrade feature is a most useful and amazing feature when you want to upgrade all the selected files at once. And  If you are using the Accountant edition then you can upgrade all files at the same time.

To upgrade the files in the batch:

• Firstly go to Batch Upgrade.
• Then select Client.
• Now Upgrade selected files.

6. The File Manager backup feature

The file manager, backup feature is useful in case the user experiences loss of data,  it helps you to easily restore your data.

All set to use the Accounting Software file manager? Or do you have any doubts? If you have any doubts, then our AccountingErrors technical support team is always there to assist you. For any Accounting Software-related assistance, you can call our Accounting Software technical helpdesk. We are available 24 by 7 for you!

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