Follow these steps to Create and open portable company files in QuickBooks Desktop:
Before you start, make sure you have the latest version of QuickBooks. If you have not the latest version, update your QuickBooks desktop to latest release version first.
Note: A portable copy can be protected with a password. If you send the file to someone and share the password, they can access everything in the file.
Note: Avoid using the same name for both your portable company file and regular company file. If you store them in the same folder, the regular file gets overwritten by portable file.
The process of creating and opening a portable company file in QuickBooks Desktop is straightforward and you don’t need any technical knowledge to be able to create and open one. In case you run into any issue while creating portable companies file or opening it, you can contact our certified QuickBooks desktop support technicians at 1-800-615-2347 for help.
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