How to create a portable company file in QuickBooks - PowerPoint PPT Presentation

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How to create a portable company file in QuickBooks

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QuickBooks portable company file could be a compact copy or duplicate of the financial data that you send via email or any portable media like flash or drive. If you're using QuickBooks as your accounting software system then you're lucky enough because with QuickBooks you'll simply transfer your data by using a portable company file feature. – PowerPoint PPT presentation

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Title: How to create a portable company file in QuickBooks


1
How to Create Portable Company Files in QuickBooks
2
Are 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.
3
Portable 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.
4
Create 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.

5
Create 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.

6
Dancing 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.
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