How to Create QuickBooks Portable Files?

A QuickBooks Portable file is a format used in QuickBooks accounting software to back up and transfer company data. It is smaller than a regular QuickBooks file, making it easier to email, move or store on external devices. The portable file can restore a company's financial data if the original file becomes damaged.

The portable file contains all the original data, including the lists, transactions, and reports. Still, it does not retain some settings, such as custom templates, attachments, and audit trail information. With this blog, we will provide you with the benefits of the portable file and how you can create it. Let's start with the benefits.

What are the Benefits of QuickBooks Portable File?

Here are the benefits of portable company file QuickBooks:

• The portable file is significantly smaller than a regular QuickBooks file, making it easier to email, move or store on external devices.

• QuickBooks Portable files use to back up and transfer company data from one computer to another.

• The portable file can restore a company's financial data if the original file becomes damaged.

• The portable file contains all the original data, including the lists, transactions, and reports.

• Using a portable file can save time compared to manual data entry, as all of the data can restores to a new file in minutes.

• Portable files can be easily shared with other QuickBooks users, including accountants and bookkeepers, for review or analysis.

How do I Create a Portable File in QuickBooks?

To create a QuickBooks Portable File, the following are the steps:

1. Firstly, open QuickBooks and the company file you want to make portable.

2. Secondly, go to the File menu and select "Utilities."

3. Then, select "Export."

4. Now, from the Export dialog box, select "Portable company file."

5. After that, follow the steps to save the Portable file to your desired location, such as your desktop or a flash drive.

6. Next, you will prompt to verify the location where you want to save the Portable file and give it a name. QuickBooks will then create the Portable file and save it to your selected location.

7. Once the Portable file creates, you can email it, save it to an external device, copy it to another computer for backup purposes, or share it with other QuickBooks users.

Note: Portable files do not retain some settings, such as custom templates, attachments, and audit trail information. Therefore, it recommends regularly backing up your QuickBooks data, including both the original and the Portable files, to ensure that your financial data is protected.

Conclusion

In conclusion, QuickBooks Portable files are an effective and efficient way to back up and transfer company data in QuickBooks. With its smaller file size and the ability to contain all of a company's financial data, it is an ideal option for small businesses looking for an easy way to protect their financial information.

Creating a Portable file is simple and straightforward, as mention above. Regular backups of both the original and Portable files recommend to ensure the security of a company's financial data. However, if you have any issues with your portable file, then contact our ProAdvisors for help. Thank You!

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