How to Create and Open Portable Company File in QuickBooks Desktop?

Hunting for the right procedure to create and open portable company file in QuickBooks desktop? If yes, then your hunt ends over here. This segment is going to talk about the complete set of steps that are to be performed, so as to create and open portable company file in QuickBooks. If you need to share the accounting data or move it to another computer, then creating a portable file is the right solution. This is a compact version of the company file that is small enough to send in an email or put on a USB. Go through this segment and find out the right steps to create a portable company file. However, if you are in search for some reliable professionals, who can perform the steps on your behalf, then contact our tech geeks right away at + 1(844)405-0907.

Steps for creating and opening portable company file

You can perform the below stated set of steps for creating and opening portable company file:

Step 1: Update QuickBooks

Initially, you are suggested to update QuickBooks desktop and move ahead with the other steps.

Step 2: Create a backup

A portable company file isn’t a replacement for the backup. Thus, it is suggested to create a backup, in order to avoid any mishap.

Step 3: Create a portable company file

At first, open QuickBooks and log in as adminFurthermore, head to the file menu and also go for create copyYou now have to choose portable company file and hit nextLater on, give the portable company file a unique nameThis will make it easy to differentiate from the company fileChoose a location to save the portable company fileSelect save and ok tabs respectively

You may also see: How to Install and setup QuickBooks Desktop

Step 4: Open a portable company file

Under this process, you are required to open QuickBooks and login as adminFurthermore, move to the file menu and also choose open or restore companyHeading forward you need to go for restore a portable file and choose next tabChoose portable company file and click on open tabRead the notes and hit nextSelect save when the file is about to open

Now that you are well versed with the steps for creating and opening portable company file in QuickBooks, it is the right time to implement them and successfully create and open portable company file. Whereas, if you aren’t able to perform the steps, or if you land into any error while performing the steps, then feel free to contact our QuickBooks support tech geeks at +1(844)405-0907, and ask them to create the file for you.