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How to Set Up a Field Service to QuickBooks Sync on Two Computers

Recently we reached out to Corrigo Support with some help syncing FSM to QuickBooks on multiple computers. Corrigo told us first that this process will depend on your setup: If you’re running QuickBooks locally, then you can install the sync on the machine if a few guidelines are put in place:

  • The way the two machines access the files needs to be identical. Corrigo suggests the best way to do this is to put your company file on a shared network drive and map them identically on both machines. When you both open QuickBooks and click F2, you’ll see the path to the company file is identical.
  • The settings file named CnQb.mdb is saved locally, and it tells us which customer in QuickBooks syncs with which customer in FSM. You need to set it up so that both users can access it. Corrigo’s suggestion is to put it in the Company File directory on the server. This way, you won’t have data issues because you have the file on the same server

How To:

Once you have this set up, this file can be located by going to the Sync settings in QB, File > Sync > Settings, then by selecting the “CQ” button in the upper left hand section, choose Advanced, and it should show the path. Then, navigate to that path and copy the CnQb.mdb file to a location both computers have on the shared drive (i.e. where the company file is). Once this is copied, change the path you have in the same settings section browsing to it. Once you’ve done this, install the sync on the second machine, and change the path on that machine also. Once all this is taken care of, both PCs should continue on as normal.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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