Create Or Restore A QuickBooks Portable Company File

Published on 6 November 2020 at 10:19

Simple tips to Create & Restore QuickBooks Portable Company File

A QuickBooks portable company file is a condensed format which allows efficient transfer backwards and forwards. It's the preferred format when we need certainly to perform work with your books that people cannot do in an accountant’s copy.

If you wish to create or restore a QuickBooks portable company file, this blog is for you. Also, if you don’t would you like to invest your time and effort achieving this yourself, try hiring our QuickBooks support team.


You should update QuickBooks before following these steps.
Only administrators may do this since you should sign in because the Admin to create and return a portable copy. In the event that you give someone a portable copy, this person will get access to every area of QuickBooks. They will have the ability to add or modify your transactions. They may be able also change your Administrator password. If You want to know about How To Create Or Restore A QuickBooks Portable Company File then Contact our Proadvisors.
Instructions for creating or restoring portable files vary according to the QuickBooks Desktop version you employ.
If you are trying to resolve data problems, don’t overwrite the original file while restoring the portable copy. The greatest practice would be to rename the original file before restoring the portable company file.
If you are sending your organization file to your accountant, consider using accountant’s copy. Refer to Accountant’s copy in QuickBooks Desktop: Overview
Creating a Portable Company File
1. Open your QuickBooks file, go through the File menu in the top left of your screen, then click on Create Copy.
2. Click Portable Company File, then Next.
3. To “Save Portable Company File” screen, choose an area to truly save the file such as for instance your desktop or your flash drive.
Restoring a Quickbooks Portable Company File
1. Go to the File menu and choose Open or Restore Company.
2. Select Restore a portable file and click Next.
3. Click the (company name) .qbm file saved into the location you chose and click ok to open.
4. In the “Where do you Want to Restore the File” window, remember to see the message, then click Next.
To “Save Company As” screen, choose the location where your QuickBooks company data file is stored. This generally defaults to the C:\Program Files/Intuit files\Intuit\QuickBooks, although your data file might be kept in a different sort of location.

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If you use Windows 7, the storage is probably in a different sort of location, try C:/users/public/documents/Intuit/QB/Company Files. Please make certain before you save it that you see them.QBW file you used most recently and click on it to correctly name the restored file. This may overwrite the old company file, that you might like to do.
If you don’t get the message that asks you to type “yes” to delete permanently the old file, stop and contact us just before do any work with the file, or else you may possibly end up getting 2 working copies and lose data.
After restoring the file, if it's not obvious which our changes are contained in the restored file, call us to get a check figure just before do operate in the file in order to make sure you are working in the correct file.

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Solution: Unable to create or restore a portable company file
Copy the QuickBooks company file on the desktop

Open the folder where your file is saved.
Right, click on the file and choose Copy.
For creating a portable file, always copy a them.QBW file.
For restoring a portable file, always copy them.QBM file
Right-click anywhere from the desktop and select Paste.
On your keyboard press and hold the Ctrl key then double-click the QuickBooks icon to obtain the No Company Open window.
Try creating/ restoring a portable file.

Thank you for visiting us. Hope, this article would have assist you to. If you're to locate further support or finding a QuickBooks ProAdvisor, you ought to call our toll-free helpline number.

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