If you need to share your accounting data or transfer it to another computer you need to create and open a portable company file in QuickBooks desktop. This file is a compact version of your company data which is suitable for emailing or transferring data via USB.
So, if you are seeking an efficient method to share your accounting data with another computer you should consider creating a QuickBooks portable file. In this guide, we will answer your question on How to Create and Open Portable Company File In QuickBooks Desktop?
Some Necessities before you create a portable QuickBooks File
Before we proceed with the process of creating a portable file in QuickBooks Desktop we need to fulfill some checkpoints or necessities so that we can ensure a smooth completion process. First of all we need to update QuickBooks desktop to the latest version. Updating to the latest version will provide you additional features along with fixing the bugs available in the past versions.
You will also need to create a backup of the files. The backup helps you to retain your data such as templates, images, logos of the organization etc.
How to create a portable company file in QuickBooks Desktop?
After you have fulfilled all the checkpoints and necessities we will now proceed further to create a portable company file.
Firstly, you will have to open QuickBooks and sign in as the administrator.
Then, you need to go to the "File" menu and then click on "Create a Copy."
Now, you will be asked to give a unique name for your portable company file so you can easily identify it apart from your other files on your computer.
In the next step, you will have to decide where you want to save the file. We will advise you to save it at such a location that is easy to find, like your desktop or any folder concerned with your business which you open frequently.
Now, click on Save and then on Ok.
How to open a portable company file in QuickBooks Desktop?
The process of opening a portable company file that you have created earlier in QuickBooks Desktop is pretty simple.
First of all, you will have to open QuickBooks and sign in as the admin.
2. Then go to the "File" menu and select "Open or Restore Company."
3. Choose "Restore a Portable File" and click "Next."
4. Now you will have to locate your portable company file it will have the name that you have saved earlier you can identify such files by the .qbm extension after the file name.
5. Once you have found it click "Open."
6. Make sure to read any notes or pop-ups on the restore file page then click "Next."
7. Finally, if you are ready to open the file click "Save."
Conclusion
We hope that by now we must have answered you query about How to Create And Open Portable Company File In QuickBooks Desktop? If you still have any kind of doubt you can ask us in the comment section below or if you are in a hurry you can refer to the contact details of the official support team of QuickBooks for additional help.
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