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JN92
Level 3

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Hello Mary,

 

Thanks for your informative comments on downsizing the QB 2020 Desktop Pro network for the organization we are working with.

 

I have a couple of points of clarification to ask.  First, there is no "new" computer involved here.  We are repurposing an existing laptop workstation to become the standalone QB workstation.  At the time we assembled the network, we installed QuickBooks 2020 Desktop via the express installation method.  This workstation meets all of the QB system requirements.  As such, our plan is to leave the QB workstation as-is and not remove and/or reinstall QB from scratch.  Please let me know if that is not okay.

 

We do need to get the data from the server and move it to this workstation.  Based on your recommendations, we plan to generate a company backup file (QBB) for each company on the system (there are four of them).  To "install/import" the current server company files on the laptop, I assume that we would transfer the QBB files over to the local drive on the laptop workstation, then open them via the QB File/Restore a Backup Copy option.  Of course the backup files would be reside in a local directory on the workstation (local hard disk folder).  There are no QB company or backup files on the workstation (all on the server) which should keep the files separate from any duplicate named counterparts (no overwriting of the same named QBB files).

 

Thanks again for your help with this.

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