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QB - 06.06.01 Copying and Pasting Bids from One Database to Another

Views: 50 Last Updated: 11/07/2022 02:01 pm 0 Rating/ Voters
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Bids can be copied from one database to another (for example, if a company migrates from Microsoft Access to SQL or when the time comes to create a new database for a new business year). Both databases must be visible in the Bid Navigator to copy Bids. See Related articles for more information on managing open database

Note

When you copy a bid from one database to another, existing records (Items, Item Types, Condition Types, etc.) in the destination database will be used, if they exist. Records that don't exist in the destination database are added. Payroll Settings are "encapsulated" in that bid, however, and are not affected by settings in the destination database.

When you copy/paste or move a Bid that includes eQuotes from one database to another, those eQuotes, including the Suppliers and any returned pricing, are retained. However, if you export a Bid, only the Materials of an eQuote are included, not the Suppliers or any returned pricing.

Although you can copy and paste a Bid within the same database - it is much easier to Duplicate a Bid (explained in the next article).

Caution
We recommend against Moving Bids (cutting and pasting) - we suggest that you copy and paste your Bid wherever you want it, make sure the copy is perfect, then go back and delete the original. It's just better to be safe than sorry.

Copy a Bid from One Database to Another

Click File > Open - the Open Database dialog box opens.

Place a check mark for both databases to be used and click OK.

Open and pin the Bid Navigator, see Related articles for more information on opening and pinning the Bid Navigator.

Expand the existing database to see the Bid(s).

Using the mouse, Drag and Drop the Bid(s) from the original database to the new database.

Use the keyboard shortcuts <Ctrl> <C> and <Ctrl> <V> as well as the Copy and Paste buttons on the toolbar to quickly copy/paste Bids. Select multiple Bids using <Ctrl> or <Shift> while clicking on Bids in the original database.

Click Yes or Yes to All in the Copy Verification window.

Once the copying begins, a Status window displays showing the progress of the copying Bid(s).

Go back and delete the original Bid, if necessary, after making sure the Bid is correct in the new database.

Note
Use the keyboard shortcuts <Ctrl> <C> and <Ctrl> <V> as well as the Copy and Paste buttons on the toolbar to quickly copy/paste Bids. Select multiple Bids, using <Ctrl> or <Shift> while clicking on Bids in the original database.

previous article arrow Alternates and Change OrdersDuplicating Bids in the Same Database next article arrow



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