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Quickbooks desktop portable company file
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It is a compressed copy of your QuickBooks company file. Often, QuickBooks files are too large to send via email or as attachments, or even to upload on a flash drive. Portable files are ideal for sharing with your accountant, bookkeeper, or ASAP. Keep in mind that a portable file is a copy of your original file, so do not expect to be able to work on the file at the same time as your accountant.

Portable files are ideal when your accountant only needs to see your company data and does not intend to do any data entry within the file. A portable file removes excess information i. A portable file does not contact a transaction log file, or a. Portable files can sometimes be helpful when trying to troubleshoot data issues, as QuickBooks re-indexes the file when restoring a portable file.

Open your company file and switch to продолжение здесь mode by selecting File and Switch quickbooks desktop portable company file Single-user Mode. If you are already in single-user mode, it will read Switch to Quickbooks desktop portable company file mode. Select Portable company file and Next. The portable file name will default to the подробнее на этой странице name and then Portablewhich you can re-name if you would prefer.

Once you select where in your directory you want to save the portable file, select Save. You will receive a message that QuickBooks must close and reopen your company file. Select OK. You will receive a notification when QuickBooks has completed creating and saving your portable file. You quickbooks desktop portable company file successfully save a portable copy of your file.

If you return to your directory, you can differentiate your original file from your portable file because of the name under which you saved the portable file, the icon next to the file, and the size different between the files. Select File and Create Copy. Return to top of page Last updated on August 6,

 
 

 

Quickbooks desktop portable company file. Creating Backup In Quickbooks For Mac

 
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Need to share your accounting data or move it to another computer? Create a portable company file. This is a compact version of your company file that’s small enough to send in an email or put on a USB.

Some help articles also recommend creating a portable company file to fix minor data issues. Here’s how to create and open a portable company file to quickly move your data or fix issues. Before you start, update QuickBooks so you have the latest version. Portable company files are great for sharing or moving accounting data around when you don’t need a full backup.

A portable company file isn’t a replacement for a full backup. It doesn’t include your message templates, logos, images, or templates. It also doesn’t include your. To completely back up your company files, follow the steps to create a backup company file. If you want to send your data to your accountant, consider sending them an accountant copy. You now have a portable company file you can send online or put on a USB. The file will look like this: [Unique company file name].

Note: If you give someone a portable copy, they can access everything in the file. It’s password protected and they’ll need the password to open the file. If you have issues creating a portable company file, here’s how to fix it. When you open your portable company file, QuickBooks automatically reindexes your data. This fixes many data issues. QuickBooksHelp Intuit. Learn how to create a portable version of your company file that’s easy to move.

Step 2: Consider creating a backup Portable company files are great for sharing or moving accounting data around when you don’t need a full backup. Step 3: Create a portable company file Open QuickBooks and log in as an admin.

Go to the File menu and select Create Copy. Select Portable company file and then Next. Give your portable company file a unique name.

This makes it easy to tell apart from your regular company file. Select a location to save your portable company file. Pick somewhere that’s easy to find, like your Windows desktop. When you’re ready, select Save and then OK. Step 4: Open a portable company file To open a portable version of your company file: Open QuickBooks and log in as an admin.

Go to the File menu and select Open or Restore Company. Select Restore a portable file , then select Next. Select your portable company file. It should look like this: [Unique company file name]. Then select Open. Important : Don’t use the same name for your portable company file and regular company file. If you save them in the same folder, the portable file will overwrite the regular one.

Either can either rename the portable company file, or save it to a different folder. Read the notes on the Where do you want to restore the file page, then select Next. When you’re ready to open your file, select Save.

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