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Method To Create QuickBooks Portable Company File

QuickBooks Desktop performs the company operations on the corresponding company file. When you want to move the accounting data from one system to another or share the accounting data, you can create QuickBooks portable company file. It is a compact version of the company file that can be shared via email or USB drives. Moreover, creating a company file is also one of the crucial steps to resolving common QuickBooks company file errors.

In this blog, we will discuss how to create portable company files in QuickBooks. For fast resolution of your query, contact our QB ProAdvisors at +1(855)-738-0359, and get expert assistance!

What is a QuickBooks Portable Company File?

The QuickBooks company file is a compact version of the company file with extensions such as .qbm. It doesn’t have the company logo, name, or picture and doesn’t have a fixed asset file manager or load manager. The portable company file doesn’t have a .log or .tlg file either.

QuickBooks portable company file helps transfer data from one device to another or share accounting data. Moreover, portable company file also aids in debugging many error codes in QuickBooks.

What is the Method to Create Portable Company File in QuickBooks?

Before creating a company file, you must follow a few recommended steps to update QB desktop and create a backup.

  1. Update QuickBooks Desktop

It is recommended to update the QuickBooks Desktop before creating a portable company file.

  • Launch QuickBooks Desktop
  • Press F2 or hold Ctrl and Press 1 to launch the product information window
  • Check the current QB version 
  • Go to Help and then navigate to Update QuickBooks Desktop > Update Now 
  • Click on Get Updates 
  • Install the QB updates
  1. Create a Backup of the Company file

A portable company file is an excellent way to share or transfer data but is no replacement for a full backup. It doesn’t include .tlg file, .log files, loan manager, statement writer, fixed asset manager files, message templates, logos, or images.

  • Open QuickBooks and go to the file menu
  • Now, click on the switch to the single-user mode option
  • Now, navigate to the File menu again
  • Hover over the Backup company option and click on create a local backup when you see it.
  • Now, click on local backup, and then next
  • Browse the location on your local hard drive where you want to store the backup file
  • Moreover, you can also choose the number of backups to keep

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  1. Create QuickBooks Portable Company File

Here’s how to create QuickBooks portable company file in simple steps:

  • Log in to your QuickBooks Desktop application on the Windows OS as an administrator
  • Open the file menu and click on create a copy
  • Now, choose the portable company file and then Next
  • Now, make sure to name your portable company file something that you can remember
  • Select where to save the portable company file
  • When you are done, click on save and confirm it.
  1. Open QuickBooks Portable Company File

In case you need to open the QuickBooks portable company file, you can do so in these steps:

  • Log in to QuickBooks as an administrator
  • Now, navigate to File and click on Open or Restore Company.
  • Choose  the option that says Restore a portable file and then hit Next
  • Now, browse the portable company file and select it
  • Open and then select where do you want to restore it. 
  • Once done, click on save.

Need to Talk to an Expert?

We have briefed you on how to create QuickBooks portable company file and open it. However, if you have a query or get stuck in the process, you can connect with the QB ProAdvisors. Dial +1(855)-738-0359 and get a fast resolution to your QB queries right now!

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