How to restore a portable file (QBM) in Reckon Accounts Hosted

Datarec_ReckonLtd Reckon Staff Posts: 1,012 Reckon Staff
edited September 2019 in Accounts Hosted
The portable company file (QBM) will be converted to a regular company data file (QBW).

Login to the Accounts Hosted platform and launch the Reckon Accounts application 

If you see the Reckon Accounts Login screen, press the Cancel button

If your portable backup file is not on your hosted B:(Backup) drive or in your Upload folder, you can upload your QBM backup file to the hosted platform

DATA RECOVERY: How to upload a portable data file (*.QBM) from your local computer to the Reckon Accounts Hosted platform

Uploading and Downloading Company Files to the new Reckon Accounts Hosted

In Reckon Accounts, click the File menu and click Open or Restore Company to open the backup and portable file restore wizard.

Click Restore a portable file (.QBM) and then click Next.

The Open Portable Company File window opens where you can select the portable file that you want to open.

If needed, click the Look in drop-down arrow and navigate to the location where you saved the portable file, which will have a .QBM file extension 

(for example, MyCompanyName (Portable).QBM).

Check your B:(Backup) drive
(Note: QBB and QBM files that are uploaded from your local computer to the hosted platform will automatically be placed in the B:(Backup) drive.  All other uploaded files end up in the upload folder on the Q:(My Live) drive "Q:\Upload")

Select the portable file that you want to open and click the Open button.

In the Restore Portable File: To Location window, click Next

The Company File to Save as window opens where you can keep the pre-defined file name and location or change it as required.

If needed, click the Save in drop-down arrow and navigate to the location where you want to place the resulting the company data file (.QBW). 

You can set the destination to the Q: (My Live) drive or a shared folder location.

The resulting company data file and all of its related files will be stored in this location.

Ensure that the file name of the QBW file is what you expect it to be.
It is at this stage that you can choose to rename the company data file if necessary.

Click the Save button and respond to any further messages that may be displayed.

* Data Recovery Team *