QuickBooks File Manager 2012
US QuickBooks Premier : 2012: Accountant
Does anyone have any experience withQuickBooks File Manager 2012? Good or bad?
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6 Replies
CCRussell
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09/22/11 4:39pm PDT
File Manager itself? I haven't used it MUCH, but there are some nice improvements. I haven't found any issues yet...
If this helped, please give a "thumbs up" or mark it Solved.
Charlie Russell
CCRSoftware
http://www.ccrsoftware.com
http://www.sleeter.com/blog/
http://wildflowers.russellramblings.com/
Charlie Russell
CCRSoftware
http://www.ccrsoftware.com
http://www.sleeter.com/blog/
http://wildflowers.russellramblings.com/
10/10/11 10:50am PDT
File Manager certainly looks good on paper, but it is likely to be a terrible waste of time for many ProAdvisors. According to ProAdvisor Tech Support this morning, it often does not work across networks. That is eactly when it we need it most. It is especially hard to imagine how you can use the seemingly good 2012 File Manager feature, Backup/Restore Client List and Passwords, if you usually cannot use FM across a network. What a waste!
The only solution might be to run QB File Manager on a Windows Terminal Server or equivalent network, so you can run the QB File Manager progrm and your related date on the same drive.
10/10/11 2:43pm PDT
Hmmm.... I use it in a peer-to-peer network, with the data being on a different system than mine, and I've not noticed a problem. However, I'll note that I don't use it heavily, so I'm not the best test case.
For backup, restore, convert, I don't see it being any different than what you would have if you tried to do the same kinds of things across the network. Sometimes rebuilding, etc., wouldn't work across the network, I usually tell people that if they have a problem there then they should try it from the same computer as where the database resides. But it is no different in FM than without FM from that standpoint.
Or were they talking about the issue that the data stored for FM is not stored on the network, it is stored only locally? Your password locker, your customer groups, are all stored locally. So if you go to another computer, you don't see the same info. That is a part of the reason why they added an import/export feature, so that you can move that info to another computer.
10/10/11 9:46pm PDT
Yes It works like you just have to find the right file and launch the correct version of QuickBooks every time. Plus,it easily review summary company information for each client file and quickly compare clients who share similar attributes.
Mike Block CPA
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10/11/11 4:12am PDT
Hi Charlie (CCRussell)
I am glad to hear that you use QB File Manager across a peer-to-peer network. Please further describe the network, with your OS and the amount of data on each drive. If you only index folders containing QB, could you say that, along with the amount of data in these folders? I believe this is very important, as QBFM is only for Accountant Edition users. A far greater percent of AE users probably have networks, compared to non-AE users.
Each of my Windows 7 computers has 200g of data, including QB data, on my local and peer-to-peer (XP file server) network drives. I first had QB File Manager add a 35g folder on my local drive, which includes QB files. When I tried adding my network drive, it did not finish updating in 60+ hours. After I stopped QBFM, as advised by QB Tech Support, it still worked on my local drive. However, it also would not finish updating when adding one network drive folder.
QB ProAdvisor Tech Support then TOLD ME that they had many reports of QBFM not working across networks and NO SUGGESTED FIX. I then noticed that opening QB files, outside of QBFM, added references to updating QBFM. It also seemed that QB began trying to open QB files with the latest QB version (not the right version), when you clicked on a QB data file with Windows Explorer (outside of QBFM).
This made me decide to uninstall QBFM. Unfortunately, you cannot do this with the Windows Control Panel Program installer. A second long QB ProAdvisor Tech Support call followed. The third rep (described by the others as a "specialist") said there were no prior reports of someone wanting to uninstall QBFM. However, he had me follow the target path to QBFM, which you get when you right click its icon and click Properties. He then had me delete the QB File Manager folder and reboot. That worked, but it was a sad waste!
10/11/11 10:01am PDT
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Windows 7 on both systems, not a lot of data. I'm not a working CPA so I don't have a lot of high volume files, mostly these are client files that I have for testing addon applications or new versions of QuickBooks, etc.
I've not played with File Manager that much to know how it is working, but I don't see that uninstalling is necessary - I don't see anything running as a service, so if you don't specifically run File Manager it shouldn't be doing anything. From what it sounds like I would be thinking about how you have the QB database manager set up in your network.
But that is just speculation on my part. I've not heard anyone else commenting on this issue (doesn't mean there isn't an issue, just that it isn't on my radar...)
