Steps for creating and opening portable company file

[Ellie Joe]

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 admin
• Furthermore, head to the file menu and also go for create copy
• You now have to choose portable company file and hit next
• Later on, give the portable company file a unique name

• This will make it easy to differentiate from the company file
• Choose a location to save the portable company file
• Select save and ok tabs respectively

 

Step 4: Open a portable company file

• Under this process, you are required to open QuickBooks and login as admin
• Furthermore, move to the file menu and also choose open or restore company

• Heading forward you need to go for restore a portable file and choose next tab
• Choose portable company file and click on open tab
• Read the notes and hit next
• Select 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.