If you use the RangerMSP-QuickBooks Link, it is preferable to use the second option (i.e.
Create a new QuickBooks company file for each new financial year ( Less recommended when working with RangerMSP).This can be done in two ways in QuickBooks: Once a year, many businesses start a new financial year for their accounting purposes. Starting a New Financial Year in QuickBooks For example, if you import/sync Customer records from QuickBooks into RangerMSP, duplicate records in RangerMSP will be created. If you choose to reselect the currently selected company file for synching with RangerMSP at a future time, all the current sync settings will not be recognized. Once you have selected to sync with another QuickBooks company file, the link between RangerMSP and the old (currently selected) QuickBooks company file is lost forever. You should select this option when you no longer want to synchronize with the currently selected QuickBooks company file, and you want to begin synchronizing with a different QuickBooks company file. Note: if you have imported data from one QuickBooks company file to another QuickBooks company file, RangerMSP sees the second file as a different QuickBooks company file, since the Customers, Items etc receive new record ID numbers in the second file.Īfter you selected the new company file, the following window will open. It is an exact copy of the original QuickBooks company file, and the Customers, Items and invoices are the same or almost the same as the original company file.You restored the QuickBooks company file from a backup, and it is almost identical to the original file.from your local drive to a shared drive on your server. You moved your original QuickBooks company file from one location to another, i.e.Please see the following sections for a detailed description of each option. In the next stage you'll be asked to select whether the file you have selected is: In RangerMSP, go to Tools > Options > QuickBooks menu, and click on Change Path/Company. RangerMSP data is stored in \RangerMSP\DB folder. Important Note: We strongly recommend you backup RangerMSP's data prior to changing the company file (note that all users should not be using RangerMSP while you perform the backup). Please follow the instruction below to 'Change Path/Company': by moving the QuickBooks installation from the local drive to the network), you need to change the path/company file in RangerMSP. If you have made changes to your QuickBooks company file and it is set to synchronize with RangerMSP, or if you have modified the path to where your current QuickBooks company file is stored (i.e. 5 Detailed Installation Instructions for RangerMSP-QuickBooks Link.