Panic is a bad Plan A

A real text convo between me and a client ended in this exchange:


The client had tried to upload a QB company file to a shared site set up by their accountant. Sounds simple, but ended very poorly, with QB corruption and a lot of stress. I was able to get QB running, no data was lost, and everyone was happy. But how to avoid the problem in the first place?

My advice: first, make a backup of company file, and place that backup in a separate drive location, preferably on a different computer. In a pinch, a USB drive will work. Next, close QB, and tell the other users to close it as well. Last, move the file to the share, close the connection to the share (or the open window). Thats it. Once its all done, get back to work. And remember: Don’t Panic.