Searching for the process to create and open portable company files in QuickBooks? If yes, the search ends right here. In order 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. To learn further about creating and opening a portable company file, make sure to read this post till the end. Or you can also consult our tech support team at 1-888-351-0999 for any further technical assistance.
Steps to create and open portable company file in QuickBooks
The user can try performing the below set of steps to create portable company file. Let us have a look:
- The very first step is to open QuickBooks and log in as an admin
- After that, move to the file menu and then select create copy
- The next step is to select portable company file and hit next
- Once done with that, assign a name to the file
- And also, select a location to save the portable company file
- Pick somewhere that’s easy to spot, like windows desktop
- The last step is to choose save and click on ok tab
Steps to open portable company file
- At first, the user needs to open QuickBooks and log in as an admin
- After that, head to the file menu and select open or restore company
- The user is then required to choose restore a portable file and select next tab
- Once done with that choose the portable company file and select open
- The user needs to read the notes on where do you want o restore the file page and click on next
- The last step is to choose save
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Now that you have learnt the steps to create and open portable company files in QuickBooks, it is time to perform those steps and create a portable file successfully. However, if you have any query or if you need our technical assistance, then feel free to contact our QuickBooks desktop support professionals at 1-888-351-0999 and we will provide you with immediate support services.
