How to Create and Open Portable Company Files in QuickBooks?

 Want to know the process to create and open portable company file in QuickBooks? In case you have to share the accounting data or move t to another system, then creating a portable company file would work. This is a compact version of the company file that is small to send in an email or put on a USB. The user can create and open portable company file in QuickBooks using some steps that we will be discussing later in this post.


To know more, make sure to read this post till the end, or the user can get in touch with our QuickBooks support team for any further assistance.

 

 

Steps to create and open portable company file in QuickBooks

The user can try performing the below steps to create and open portable company file in QuickBooks.

·         The very first step is to update QuickBooks

·         After that perform the necessary steps for creating a backup

·         The user should then create a portable company file by:

o   This can be done by opening QuickBooks and log in as admin

o   After that move to the file menu and choose create copy

o   The next step is to choose portable company file and hit next

o   Once done with that give the portable file a unique name and this will make it easy to identify

o   After that choose a location to save the portable company file

o   The last step is to select save and ok tabs

·         Open the portable company file

·         The QuickBooks software will automatically reindex the data and this might fix data issues.


By the end of this post, it is expected that the reader might be able to successfully create and open portable company file in QuickBooks. However, if the user isn’t able to perform the steps or if the user needs any of our assistance at any point of time, then contacting our QuickBooks desktop support team at 1-844-405-0906 is suggested. 

Also Visit: QuickBooks error code 15241 | QuickBooks Error Code 3371

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