How to Create QuickBooks Portable Company File? [ A Complete Guide]by James Aultman Accountant
If you are looking for a perfect way that can help you share accounting data or to transfer it to another computer ? Then, you must create a QuickBooks Portable Company File. It is a compact version of the company file that’s small enough to send in an email or put on a USB. Moreover, it is a preferred format which is required to work in books that we can’t do in an Accountant’s copy. Besides this, the Portable company file isn’t a replacement for a full backup because it only contains the company data that is to be shared with the accountant. It doesn’t contains your message templates, logos, images or templates. However, if you are looking for the stepwise instructions to create a portable copy of the company file. Then, we suggest you to go through the entire blog.
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Stepwise Instructions to Create And Open QuickBooks Portable Company File
Below we have listed some of the user-friendly steps using which you can easily create and open QuickBooks Portable Company file.
Step 1: Update QuickBooks
Before you start updating the QuickBooks, ensure that you have updated QuickBooks as per the most recently launched release. You can update QuickBooks either manually or automatically. If you choose to update automatically, then you have to turn on Automatic Updates, QuickBooks downloads and then install the latest updates when they are available. However, if you want to update manually, then you must verify for the updates at least once a month. Just by updating the QB Desktop you can access all the latest and enhanced features of the application.
Solution 2: Consider Creating a Backup
QuickBooks Portable Company file is the best way using which you can share or move company data easily if you don’t require full backup. You must be aware of the fact that a portable company file is not the replacement for a full backup. This is so because it doesn't include .tlg or .log files, Loan Manager, Statement Writer, or Fixed Asset Manager files. Therefore, you are supposed to create a backup of the company file to keep your sensitive data safe and secure. However, if you want to send your data to your accountant, then you can create and send the accountant's copy.
Step 3: Create a Portable Company File
In the first step, open the QuickBooks Desktop application and then login as an admin.
Afterwards, move to the File menu and click the Create Copy option.
Choose the Portable Company File and then select the Next button.
You are supposed to give a distinct name for the portable company file. This is so that you can easily identify your portable company file apart from your regular company file.
Now, choose the suitable location to save the company file which is easy to find as on your Desktop.
Click the Save option followed by Ok.
Now, you have a portable company file which you can send online or put on a USB.
Step 4: Open Portable Company File in QuickBooks Desktop
Here we have listed a few steps to open a portable version of your company file.
Open QuickBooks Desktop and then login as an admin.
After that, move to the File menu and then select Open or Restore Company.
Now, click on the Restore a Portable Company File and then select the Next option.
Choose your portable company file and further click the Open option.
Following this, you have to read the notes on the “Where do you want to restore the file” page and click Next option.
Finally, once you are ready to open the file, click the Save option.
Need Professional Help!!
We hope that the aforementioned steps mentioned in this blog will help you to create QuickBooks portable company file. However, if you are facing any difficulty while performing these steps, then feel free to get in touch with our experts. You can reach out to our experts by placing a call at the Asquare Cloud Hosting Number +1(855)-856-0053.
Created on Nov 30th 2021 03:36. Viewed 312 times.