How to Create a Portable File in QuickBooks

QuickBooks is an effective business and financial management software which can accelerate the growth of your business if you are a small or mid-sized business. QuickBooks utilizes the portable company file (QBM) to save the company financial data and reports. You will be able to create an efficient copy of the vital financial and management data of your business. You can send the Portable file by Email or portable media like a flash drive so that it can be used in different locations. The Portable file does not comprise a transaction log (.tlg file) and it can be used to restore all the transaction data.

You can get in touch with the QuickBooks Experts of techsupportphonenumber by dialing the toll-free +1866-656-1012 if you need any help.

You might be wondering what is the difference between the Portable Company file and the Backup file? Portable files are more compressed when compared to backup files. Being a highly compressed file it can be easily shared via the email and other removable storage devices. One thing to know about the Portable files is that they do not have letters, logos, attachments, images and templates.

Note: Make sure that you have created a Backup file before you create a Portable file.

How To Save a QB Portable Company File?

  • Open QuickBooks on your screen and then click on File.
  • Now, choose Create Copy.
  • Choose Portable company file.
  • Click on Next button.
  • Browse to the location of the company file.
  • Your name will be filled up by QuickBooks and the data will be saved in .qbm format.
  • Click on Save
  • Click on Ok on all messages that appear on your screen.
  • The QuickBooks Portable Company file will be created.

Open In Different Location

In this step, we will show you how you can open the QuickBooks File in a different location.

  • Open QuickBooks on your screen.
  • Go to File > Open or Restore Company.
  • Choose Restore a portable file
  • The Open Portable Company File tab will show on your screen.
  • Verify that the location of the file is shown in the field.
  • Click on Open.
  • You will get a prompt on your screen asking you to restore the file.
  • You can choose to rename your file or overwrite your current company file.
  • You will also be able to add a date or some other information like a version number to the file.
  • Click on Save.
  • Your QuickBooks file will be converted to a standard company file with .qbw file extension.
  • It is really simple to create multiple copies of the Data file in QuickBooks. But running into errors and data file damages is also pretty common.

 How To Create a Portable QuickBooks File?

  • Open your QuickBooks application on your screen.
  • Navigate to File > Select File > Create Copy.
  • Choose Portable company file (QBM) > tap on Next.
  • Click on Save button > Choose Desktop.
  • Choose all positive options on the prompts that appear on your screen.

How to Restore a Portable QuickBooks File?

  • Open QuickBooks on your screen.
  • Navigate to File > Open or Restore Company
  • Choose Restore a portable file and tap Next.
  • Choose the portable file and click on Open.
  • Tap the Next button.
  • Choose the location where you wish to save the restored file on your local storage device.
  • Click on Save.

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Technical Help Support for QB Portable File Problems

For more details on how to create a portable file, you can contact us by dialing our toll-free QuickBooks Technical Support Phone Number of The support line is active 24 hours of the week and 7 days of the week.

Just dial +1866-656-1012 from your cell phone and be connected with the most trusted QuickBooks ProAdvisors who are more than capable of resolving all QuickBooks Errors instantly.

Looking For Support? Contact Our ProAdvisors +1866-656-1012

Use the Chat Support Box on our website if you cannot make a call to chat with the QuickBooks Technical Experts.

QuickBooks Portable File

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