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QuickBooks users regularly Create QuickBooks Portable Company File to ensure that company file data can be effortlessly shared across devices. The process of creating portable company files is very simple & straightforward.

In fact, the portable company file is one of the most fundamentally useful features of QuickBooks Desktop. It is widely utilized by small business owners around the globe.

The following sections of the present blog will discuss different aspects of portable company files, along with the relevant process to create them on the computer.

If you want instant help to Create QuickBooks Portable Company File, dial +1855-738-0359 to contact our QB Professionals Team.

What Are QuickBooks Portable Company Files & What Are Their Main Technical Features?

QuickBooks portable company files are essentially condensed versions of your original company files (‘.QBW’). These files are principally utilized to move company file data to other devices through email or USB.

It is now clear that the QB portable company file serves as a medium to share financial data in an effortless manner across various computing devices. Some more important technical points with reference to portable company files are detailed here:

• Firstly, the portable company file includes only the essential accounting & bookkeeping data of your enterprise.
  

• The portable company file cannot be considered as a replacement for the relevant backup company file on your computer.
  

• In some cases, you can fix data integrity problems through the portable company file on your system.
  

It is crucial to note that the portable company file doesn’t include all your financial data. Here are the main points that highlight the limitations of the portable company file:

• The portable company file does not store your templates, images, messages, and logos.
  

• Transaction Log Files (‘.TLG’) and loan manager files (& Fixed Asset Manager Files) are not saved in the portable company file.
  

  
  
  

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Procedure To Create QB Portable Company Files On The System

Here are the steps to follow to create QB Portable Company files on the system:

Step 1: Create a backup company file on your computer

• Reach ‘File’ in the QB window & tap ‘Create Local Backup’ under the ‘Backup Company’ tab, after which you must hit the ‘Local Backup’ option.
  

• Select a location to save the backup data file through ‘Browse’ & instantly tap ‘Save It Now’ on the screen.
  

• Finally, you have created & saved a fresh backup company file on your system.
  

Step 2: Promptly update your QB Desktop application

• Reach ‘Help’ in the QB window & hit ‘Update QuickBooks Desktop’ to acquire a new window titled ‘Update QuickBooks’ on the computer’s screen.
  

• Just thereafter, initiate the download process for fresh updates by tapping ‘Get Updates’ under ‘Update Now’ of the ‘Update QuickBooks’ window.
  

• Install fresh updates by tapping ‘Yes’, after which you will be able to operate a fully updated QB Desktop.
  
  

Step 3: Generate & save a portable company file

• Access QB Desktop with admin rights & tap ‘Create Copy’ under the ‘File’ menu, after which you must click ‘Portable Company File’.
  

• Fix a name for the portable company file & choose a new location, after which you can hit ‘Save’ and ‘OK’ to effectively save the portable company file on your computer.
  

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By following these steps, you can seamlessly Create QuickBooks Portable Company File. For additional help, dial +1855-738-0359 to contact our QB Professionals Team.