My name is Matt Mulcahy.
Today, we’re going to walk through
transferring your QuickBooks company file to the cloud.
First thing you’ll need to do is open the full VDI or published QuickBooks.
For this demo, we’re going to go into the VDI.
Once you’re loaded into the VDI, you’ll want to click on this gray
fly-out tab that brings up an additional menu
and you’ll click the little icon at the top here with the arrows
going up and down to open the file transfer panel.
From here, you’ll choose a file that’s on your local machine
and select the QuickBooks backup file.
I have one on my desktop here that I’m going to transfer and click open.
Once this backup file is transferred, please alert your Onboarding Technician
and they will ensure
you are able to open it in QuickBooks and verify the file integrity.
Any other files can be uploaded to the cloud
this way as well, and it’s a great way to help forklift some of the data
from your local on-premise environment up to your cloud workspace.
If you have any other questions, please don’t hesitate
to reach out to: [email protected].