Ways to Restore or Create Portable file in QuickBooks Desktop?

A QuickBooks portable company file is a condensed format that enables effective move to front and back. It is the preferred format when we have to do work in your books that we could refrain in an accountant's copy. In this post you will all know that how to create/restore portable company file in QuickBooks.

Steps to Create Portable Company File in QuickBooks

  • Firstly, Open your QuickBooks file
  • After then click on the File menu in the leading left of your screen
  • Now click on the Create Copy.
  • After that Click on the Portable Company File, and then Next.
  • Now at the "Save Portable Company File" screen, select a location to save the file such as
  • your desktop or flash drive.

Steps to Restore Portable File in QuickBooks

  • First of all, you have to Go to the File menu and then select the Open or Restore Company.
  • Now Select Restore a portable file as well as click on to the Next.
  • After that click the (business name). qbm file saved to the location you choose and click open.
  • Now in the "where do you want to restore the file" window, make sure to read the message
  • Then click on the next.
  • Now at the save company as screen. Select the location where your QuickBooks company data file is stored.
  • This generally defaults to the C:\users \ public \ documents \ Intuit \ QuickBooks, although your data file might be saved in a various location.
  • If you use Windows 7, the storage is more than likely in a various place, attempt C: / users/public/documents/ Intuit/QB/Company Files. Please make sure prior to you save it that you see the .QBW file you used most recently and also click it to correctly name the restored file.
  • This will overwrite the old company file, which you intend to do.
  • If you do not receive a message that asks you to type "yes" to permanently delete the old file, quit as well as call us prior to you do any type of work in the file, otherwise you may end up with 2 functioning copies and lose data!
  • After you recover the file, if it is not evident that our changes are consisted of in the brought back file, contact us to obtain a check figure prior to you do work in the file, so that you can be sure you are working in the proper file.

Looking for QuickBooks Help? Contact us today at our toll free 1-800-880-6389. We are Intuit Certified ProAdvisors and ready to help you with 24 hour of customer service.

Comments

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