Steps to Open and Use a Secondary Company File in QuickBooks Desktop

To learn the process in detail, make sure to read this post till the end, or call us using our number.

Steps to Open and Use a Secondary Company File in QuickBooks Desktop

Want to open two company files at the same time? This post can be of great assistance for you to open and use a secondary company file in QuickBooks desktop. When the user works with 2 company files, the first opened file is labelled primary and the second file is said to be secondary. If you close the first file, then the other one will become primary.

To learn the process in detail, make sure to read this post till the end, or call us using our number.

 

Restrictions for primary and secondary files

The user can’t perform the operations listed in the table in either file when the two company files are open.

Area

Restriction

Accountant Menu

  • Managing Fixed Assets
  • QuickBooks Statement Writer
  • Export Balances to Lacerte Tax
  • Export Balances to ProSeries tax

QuickBooks Services

Adding any QuickBooks Add-ons

App Center

Installing Intuit Partner Platform (IPP) applications

Intuit Data Sync (IDS)

Setting up, reset, or sync data

Internet Connection Setup

Setting up an internet connection from the Windows Control Panel

Registration and Licensing

Registering QuickBooks, sync license, change license, unlock to Premier, and add seats

SDK Applications

Any application that uses the QuickBooks Software Development Kit (SDK) to connect to QuickBooks

Tax Product Integration

Integrate with TurboTax, Lacerte, or ProSeries

Update QuickBooks Desktop

Download an update to QuickBooks. If Automatic Download is on, the updates will be downloaded but not installed until you exit from both files.

 

Steps to open and use the secondary company file

The user can make use of the below steps to open and use secondary files in QuickBooks.

  • The very first step is to double click the second company file’s name
  • And double click on the QuickBooks icon
  • Once done with that, the user should move to the file menu and select open second company.

Note that the user is suggested to avoid using the file menu and then open or restore company to open a second company file.

 

At the end, we believe that the information shared above might help in opening and using a secondary company file in QuickBooks desktop.

However, in case of any query, give us a call at our toll-free customer support number i.e.1-844-405-0906. Our QuickBooks desktop support experts and certified professionals will be there to assist you in a single call.

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