Hunting for the procedure to create a portable version of the company file in QuickBooks? In that case reading this post till the end will surely help. 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. Creating portable company files is helpful in certain cases. If you are also trying to create a portable company file, but don’t know the steps to be performed to create it, then make sure to read this post till the end. Or you can also contact our tech support team at +1-888-351-0999, and we will provide you with instant support services.
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Steps to create and open portable company files in QuickBooks
The user can try to fix data issues using the steps below to create a portable company file. Let us have a look:
Step 1: The very first step is to update QuickBooks Desktop
Step 2: Once done with that, the user needs to create a backup
In order to move the company file, the user can simply create a portable company file. A portable company file isn’t any replacement for a full backup. Also, it doesn’t include message templates, logos, images, or templates. Moreover, it doesn’t include: .tlg or .log files, loan manager, statement writer, or fixed asset manager files.
Step 3: After that move ahead with creating a portable company file
- At first, the user needs to open QuickBooks and log in as admin
- After that head to the file menu and select create copy
- The user is then required to head to the file menu and select create copy
- Now, select portable company file and hit next
- Assign a name to the file.
- Also, select a location to save the portable company file. And pick somewhere that’s easy to spot, like windows desktop.
- Also, choose Save and hit OK button.
Step 4: The user needs to then open a portable company file
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Toward the end of this post, we hope that the user might be able to create a portable company file using the steps listed above. However, if there is any query or if the user needs our assistance, then in that case connecting with our 24*7 QuickBooks Premier tech support team at +1-888-351-0999 is recommended. We are a team of certified QuickBooks professionals who provide immediate support services.
