Want to upload or download files with Intuit file exchange in QuickBooks? Well, we can help you with that. The urge to upload or download files with Intuit Customer file exchange occurs, when Intuit requires a file from you, to simply help you, or resolve your issue in the quickest possible way. With this piece of writing, we will help you through the process to do so. Let us have a look:
Note: Customer File Exchange can be employed for transferring “Transactions“, “Invoices”, “Lists”, “Reports”, etc. For sending the file to Intuit, you will require a PIN and to get that PIN you will have to contact Intuit.
What is Intuit Customer File Exchange?
Intuit Customer File Exchange is a platform offered by Intuit. With the aid of this service, users can upload or download accounting data files to and from the servers of Intuit. This platform offers data privacy and security when exchanging data to nullify any chances of data breach.
Contact Intuit for PIN
In order to send your file, a secure Personal Identification number is required. Your PIN is in the email from the Intuit and it will probably expire after 48 hours. In case you do not find the PIN there, check your spam folders for an email. Or contact Intuit for further support.
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Steps to Upload Files with Intuit Customer File Exchange
Intuit lets you send any sort of file. However, if you send your company data file, then don’t forget to take a backup of the file to avoid any sort of data loss. Moreover, if you upload a file with the same name as the file exists, then it will overwrite the present file. Thus, either change your file name or create a folder name. Having said that, here are the steps that you need to follow:
- You simply have to first open a Browser and head to https://intuitb2b.secure.force.com/FileExchange. Well, this is case-sensitive.
And if you see the sign-in option grayed out, then it indicates that you are on a browser that isn’t supported by Intuit. You will have to use another browser to access Intuit.
- Now, enter the Case number, email, and PIN.
- Heading forward, you need to Accept the terms of service.
- Now, choose Sign-in.
- And then, opt for + and click on Upload.
- The next step is to drag and drop your File or choose Browse your device to find the file.
- You will now have to choose to Upload.
- And lastly, after the files are uploaded successfully, click on Close to exit the tab.
Steps to Download your files with Intuit Customer File Exchange
Now that you know the process to upload files, here is how you can download your files from Intuit Customer File Exchange. Ensure that you download the data files, as they are removed from the portal and server after 20 days. Now, let us have a look at the steps to download the files with Intuit customer file exchange:
- First of all, you need to sign in to the Intuit File Exchange.
- After that, enter Case number, email, and PIN
- The next step is to Accept the terms of service and choose Sign in tab.
- Also, locate the File.
- And then, select the ellipsis icon and further click on Download.
- You will then have to Browse to the location where you wish to save the file.
- And lastly, click on the Save tab.
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Steps to upload and download files from Data Services
- In case you send your company file to the data services, then avoid entering any data in the file on the system. As, when you will receive the file back, you will have to add the data again.
- Moreover, if available, try downloading Readme.docx file. This file carries information that you will require to use the fixed file. Note, save both downloads at an easily accessible place.
- Not just that, but if you are on a network or a server, you will have to restore the file locally before saving it to its host location.
- Also, the data file might end with .qbm file extension, which is a compressed copy of your file. If you require, it is possible to convert this file.
Conclusion!
In certain situations, one might have to upload or download files, from and to Intuit with the help of Intuit Customer File Exchange. At that time, these steps come in handy. Hopefully, reading this segment might have helped you in some way to Upload or Download Files with Intuit Customer File Exchange successfully. Just in case you fail to do so, here is our number i.e., 1-800-761-1787., do not hesitate to contact our certified ProAdvisors. Our QuickBooks desktop support team will ensure that your queries are addressed immediately.
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