How to Create a Portable Company File in QuickBooks?
When a full backup is not needed, portable company files are excellent for sharing or moving accounting data around.
Learn how to create a portable company file in QuickBooks by following the below steps:
- Launch QuickBooks and sign in as an administrator.
Note: You must be signed in as an admin and in single-user mode to create a portable copy of a company file.
- Choose Create Copy under the File menu.
- After selecting Portable company file, click Next.
- Assign a distinctive name to your portable company file, choose a location, and click Save.
- Click OK.
- On successfully saving the portable version of your file, you will get an acknowledgment message for the same.
Benefits: Here’re the 4 benefits of creating a portable company file in QuickBooks:
- Easy Data Transfer: You can move portable company files between computers or to your accountant without encountering compatibility problems, making it simple to move your QuickBooks data.
- Backup Solution: It is a convenient backup choice, guaranteeing that your organization file is securely saved and recoverable if necessary.
- Effective Troubleshooting: Since portable files only include the necessary information, they make locating and fixing errors simpler.
- Reduced File Size: The data is compressed by the portable file format, resulting in a reduced file size that saves storage space and makes sharing easier.
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