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Error exporting to quickbooks

Level 1

I am trying to export a few clients from Pro Series to Quick books using the 

Tools -option on the pull down menu - then QB billing/Customer update - then

Create / update QB customers.

It goes thru the motions and the I get this error...

Unable to find the correct version of QuickBooks.
Please open the F:\QB2020\hm cpa test.qbw
company file in QuickBooks 2003 or later then try again.
If you are running Vista or Windows 7, please close and restart Pro Series, then try again.

No QuickBooks customer records were created.
No QuickBooks customer records were updated.
No QuickBooks invoices were created.

 

Now what?

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5 Replies 5
Level 13

I don't have ProSeries installed, so I am not familiar with how it finds or updates to find your most recent QB file. I can translate this for you:

"Please open the F:\QB2020\hm cpa test.qbw"

The QB data file it thinks is your default or most recently used (MRU, for Windows), is apparently on a Removable or remote device (that's the F:) and has that name. The ".qbw" (where the "W = working") is your QB data file, as opposed to putting QB Backups (.qbb, where the second B = Backup) on that USB device or other connected storage not local to the computer system.

The QB file should be on that computer or a mapped drive, not a removable device.

The message indicates you are supposed to already have the current data file open; is that how this tool works?

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Level 1

Thanks for your time.  I have talked to proseries tech dept and both time I was disconnected and the 2nd person had my number but didn't call me back.  Just the pits.

As you suggested I moved the QB data file to my desktop, so that it would be a local drive.  Tried the export in Proseries with and without quickbooks being opened and still the same error. Seems they have had this feature at least since 2003 so you would think this would be a no brainer.

Any other ideas?

Thanks again.  Take Care

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Level 13

"As you suggested I moved the QB data file to my desktop"

There is some confusion here; there is more than one file required, so that isn't what I recommended. I hadn't made any recommendations, yet. The .qbw has associated utility files that are live updated and kept in sync to the .qbw. You cannot move only the .qbw; well, since about QB 2006, anyway.

What you would do is Make a new backup from that QB open file, as you would after a typical work session. Then, use the QB Restore function, to "restore" a new copy as the Working file (it makes a new .qbw file) by pointing the program to put the Restored file into a local drive folder, such as Public/Documents/Intuit/QuickBooks/Company Files. Now the .qbw is not on a removable device; you Backup to removable or cloud locations. They are not meant for working from them.

Again, as a QB Consultant, I know how to manage QB data files; not ProSeries. I don't know how you tell the Tools Option to do this with a specific QB company data file. Once you have it locally, though, you should have more success with connectivity tasks.

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Employee
Employee

I'm sorry for the frustration. Unfortunately we're using a QuickBooks component to try to find the right version of QuickBooks to open with that client, so the issue isn't readily apparent to us. Some questions to help troubleshooting:

- Does this happen with all your clients, or just some? I'm wondering if the space in the file name has anything to do with it.

- The file you listed has "test" in it.  Is it really a test file? If so, can you send it to proseries_engineering@intuit.com so we can see if we can reproduce with that file?

- Are you able to open these files in QuickBooks when you double click on them? Is it possible the file is saved as an older version of QuickBooks than what you now have installed?

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Level 13

To clarify: Exporting from QB to ProSeries would be done for preparing a tax return for that entity. Exporting to QB (as is the name in the title) means this is part of Billing the client for the tax preparation, so there should be just the one file: this CPA's own entity datafile. It's part of Billing.

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