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How to create and open portable company files in QuickBooks?

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Lillian Martin
How to create and open portable company files in QuickBooks?

Want to know the process to create a portable version of company file in QuickBooks? If yes, then reading this post till the end will surely help. If you want to share the accounting data and move it to another system, then creating a portable company file is recommended. A portable file is basically a compact version of the company file, which is small enough to send in an email or put on a USB. Find out the steps to create a portable company file by reading this post till the end. Or contact our tech team right away at 1-888-351-0999 and our experts will provide you with instant support services. We are a team of certified QuickBooks professionals who work round the clock to provide immediate assistance.


Steps to create and open a portable company file to quickly move the data or fix issues


The user can try to perform the below stated steps to create a portable company file:


Step 1: Updating QuickBooks Desktop



 

Step 2: Make a backup



 

The user should now create a backup to avoid any issues. A portable company file isn’t any replacement for a full backup. Also, it doesn’t include the message templates, logos, images, or templates. Moreover, it doesn’t include: .tlg or .log files, loan manager, statement writer, or fixed asset manager files. Thus, it is suggested to perform the steps to take a backup of the company file.

Step 3: Creating a portable company file



 

·        At first, the user should open QuickBooks and log in as an admin

·        After that move to the file menu and go for create copy

·        Now, opt for portable company file and hit next

·        And then assign a name to the file.

·        Select a location to save the portable company file.

·        Choose Save and hit OK button.

Step 4: Open a portable company file



 

This drives us to the end of this post, where we hope that the information shared in above might be of some help. However, if there is any query or if the user needs any of our assistance at any point in time, then feel free to reach out to our QuickBooks Support  team professionals right away at 1-888-351-0999 and we will provide our immediate support and assistance. We are a team of certified QuickBooks professionals who work round the clock to provide instant support services. 

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