How to Upload or download files with Intuit Customer File Exchange?

by Amelia Smith accounting and Bookkeeping

Intuit Customer File Exchange is a platform provided by Intuit. It lets users to share company files freely and securely. This service allows users to upload or download accounting data files to and from her Intuit servers. The platform provides privacy and data sharing security, eliminating the risk of data breaches. This platform enables "data synchronization" and "data exchange" between QuickBooks and various accounting programs. Customer File Exchange can be used to transfer Transactions, Invoices, Lists, Reports, etc. This blog describes the process of uploading or downloading files using Intuit Customer File Exchange. In need of any assistance, you can directly contact our tech support team at our helpline number +1-844-499-6700.

How to Upload Files Using Intuit Customer File Exchange?

Step 1: Contact Intuit for the PIN

· The first step in the process of uploading a file with Customer File Exchange requires users to obtain a personal identification number (PIN).

· You will receive the same message via email from Intuit.

· Once you receive your PIN, proceed to the next step.

Step 2: Upload the file

· The first step is to run your web browser.

· Once this opens, navigate to https: //intuitb2b.secure.force.com/FileExchange.

· The user must then enter the case number, email address, and PIN that they already received from the email sent by Intuit.

· Next, accept the terms and conditions and click the Login tab.

· User must click + and then tap the upload button.

· The next step requires you to select a file.

· This can be done using drag and drop or the Browse tab.

· After clicking Browse, navigate to the folder containing the file and double-click the file.

· After selecting a file, the user must click Upload.

· Once the file has been successfully uploaded, tap the Close button to exit the window.

How to Download Company Files Using Intuit Customer File Exchange?

The steps to download files using Customer File Exchange are described below.

· First, the user must log into her Intuit File Exchange platform.

· Next, enter your email address, PIN, and other login information correctly.

· Next, accept the terms and conditions and select the "Login" option.

· The next step is to select the file and then decide on (…).

· User must click Download.

· Navigate to the file location.

· After selecting a location to save the file, tap the Save button.

Conclusion:

The above-stated steps will help you to download and upload company files using Intuit Customer File Exchange. Using this feature gives you many benefits. However, in case of any confusion you can contact our customer support team. Our team consist of highly experienced US based QuickBooks professionals, ready to assist you 24/7. To get connected with our experts just simply dial our hotline number +1-844-499-6700.