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

QuickBooks Portable Company File provides the compact version of your accounting data, to transfer files to other devices through Email, USB, or disk drive. Utilizing the little effort, it is simple to produce the portable files for QuickBooks, transfer it with other devices and open or restore it quickly.

QuickBooks is just one of the dominating account software that is available globally. The program is employed widely for tracking money inflow and outflow, payroll functions, paying bills, and manages business payments. Contact QuickBooks Support Number.

QuickBooks Portable Company File

Portable Company Filesis a compact version of your accounting data.

The compact size makes it simple to transfer the portable files via Email, USB drive, or hard disk drive.

The portable files could have an extension- .qbm; hence your computer data will appear similar to this- (qbm)

These files try not to contain your company logo, pictures, or templates.

Portable document doesn’t contain .log or .tlg file.

Moreover it doesn’t include a fixed assets file manager and load manager.

Additionally, restoring the portable files helps in debug various errors in important computer data, as QuickBooks re-indexes the info automatically.

Note 1: Every time you open the QuickBooks to create and restore/open the portable company file, you'll have to login as an admin,

Note 2:  you need to know that in the event that you provide access to portable files to virtually any other person, then by default, he can reach all the QuickBooks files or add/delete the transactions although Password may be needed to access files.

How exactly to Create Portable Company File in QuickBooks?

Before creating the files, step one should be to update QuickBooks to your latest version. With every new update, the company gives the way to fix the bugs in the earlier version.

It is possible to search for this new release at QuickBooks desktop. After Hitting F2 in the keyboard, the item information windows will be, and after that, you can check for the current QB version and latest release (if any). Be sure to check once in a month.

Step 1: Update QuickBooks Software

Open the QuickBooks program and select the “Help” tab.

Now choose “Update QuickBooks Desktop”.

Now find the tab “Update Now”, further you can choose “Reset Update” to clear all of the previous updates.

And click “Get Updates”, now watch for QuickBooks to complete downloading and installation.

Restart your QuickBooks to save lots of the latest program.

Automatic Update- It is possible to set your QuickBooks to download the latest software automatically.

Proceed with the same process as and then click the “Options” tab adjacent to Updatenow.

And select the dots to “Yes” against the “Automatic Update” and “Shared Download”.

Step 2: Create a Backup File

To create a Backup of Portable Company files, follow these simple steps.

Open your QuickBooks software

Click “Files” > “Switch towards the single user.”

Again click “Files” > “Create Local Backup” (Under Backup Company)

After that, click “Local Backup” > “Next” > “Browse” and then navigate into the locations to save your backup file.

Finally, the system will check out the files, and then you may have click “Ok” > “Save it now” > “Next”.

Step 3: Create a Portable Company File

After creating a backup and updating your QuickBooks software to the latest version, you are all set to produce the compact company file. Follow the steps to accomplish this method.

Firstly you need to open QuickBooks software on your desktop.

Further, you need to log in as an Admin with a single-user mode.

Begin with a click the “File” option through the top-left corner in QuickBooks windows.

Now through the drop-down list, choose the tab “Create Copy”.

Now pick the “Portable Company files” option in a “save a duplicate or backup”pop up window.

Click “Next” to proceed further.

Now navigate the location (preferably desktop) to save your file, and supply a unique file name. Be sure you allot different names to portable files and regular files.

Now you have to click “Save”.

Finally, you'll have click “Ok” and close the window.

Now check out the location in which you have saved the file. It must look like – qbm

Step 4: Open or Restore Portable Company File

To replace or open the Portable files, you'll have to access QuickBooks software and login as an admin.

Now select the “Files” menu.

After that, choose “Open or Restore Company” from the drop-down list.

An innovative new window open or restore company will be, choose “Restore a Portable File”.

To proceed further, click “Next”.

Now locate the spot where you have saved the portable file.

Now find the file you intend to work upon and click “Open” > “next”.

Now again, navigate to the location to restore your file and then click “Save”.

Finally, you must click “Ok” to launch the file,

Bonus Methods For QuickBooks Portable Company File

It would be best if you give different names into the original data file and portable files; otherwise, the copied version will overwrite the first one.

Always use a merchant account copy while supplying the company files to your accountant.

Consider creating a backup company file before troubleshooting, to avoid any data loss due to some unprecedented error.

Conclusion

Hopefully, this document will help you to create and open the QuickBooks Portable Company File. The technique will offer you an appropriate way of  access files to many other devices. Before creating the file, you should improve your QuickBooks software and also a backup as well. Further, you can easily move towards the next processes. If you are finding it difficult or have some other query, then you can certainly contact the QuickBooks Support Number.