Title: How to create a portable company file in QuickBooks
1How to Create Portable Company Files in QuickBooks
2Are you a business master and you also want to
transfer your accounting data from one device to
another device? If you are using QuickBooks as
your accounting software then you are fortunate
enough because with QuickBooks you can easily
transfer your data by using a portable company
file feature. Today in this blog you will learn
more about creating QuickBooks portable company
files.
3Portable company files are your business
accounting data that is compacted. It helps in
transferring data to your other device with help
of email, USB, or hard drive. The portable files
in QuickBooks dont contain the companys logo,
name, or any other credentials. The file doesnt
contain a fixed asset file manager and wont
contain a .log or .tlg file. And most importantly
why transferring the data from QuickBooks the
data will be quite exact and error-free as the
data is transferred automatically without any
human error.
4Create and Open your Portable Company file in
QuickBooks
- Pre-Process Steps
- Your initial step should be to update QuickBooks
to the latest version. - You are advised to take a full backup of your
company data as it will help you to restore data
back easily.
5Create the Portable Company File in QuickBooks
- Login in as an admin in QuickBooks with your
credentials. - Then go to File Menu and choose Click Copy,
after you are done choose the portable company
file and click next. - Set a name to your portable file, make it unique
and simple to remember, and differentiate it from
your other file. - Then choose a location to save your file, its
recommended to save it on desktop and then click
on save and close it.
6Dancing Numbers is a SaaS- Software that can be
easily integrated with your QuickBooks accounts.
You can simply delete, export, and import your
complete files with Dancing Numbers. Dancing
Numbers Importer saves your time and reduces
human errors. Not just this it also saves your
money, which you can easily invest in your
business. It provides you a human-friendly
interface and by just simply applying some
features you can easily delete, import, and
export your data.