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C
claytonb3
January 3, 2024
Question

Creating a portable file in Quickbooks for Mac 2020

  • January 3, 2024
  • 1 reply
  • 0 views

I'm running QB for Mac 2020, and would like to create a portable file for my accountant.  Everything I've found says to go to FILE>CREATE A COPY>.....

 

But that's not an option I have.  When I click file there seems to be 2 relevant options:  EXPORT or Create a copy for accountant, but neither create the portable file he's requesting (see attached screenshot).

 

How do I create a portable file in QB for Mac 2020?

1 reply

J
JanbonN
January 3, 2024

Hello there, @claytonb3. Let me share some information on creating a portable file in QuickBooks Desktop (QBDT) Mac 2020.

 

Currently, creating a portable company file is unavailable in QBDT Mac. You can back up your company file and send it to your accountant.

 

Here's how:

 

  1. Go to the File menu and select Back Up.
  2. Choose a folder to store your backup.
  3. Click Start Backup.

 

Please note that your accountant must use the same QBDT Mac version to access it seamlessly.

 

Additionally, if you want to switch your QuickBooks for Mac company file to QuickBooks for Windows, you can follow the step-by-step instructions in this article: Move QuickBooks for Mac file to QuickBooks for Windows.

 

Please let me know if you have further concerns regarding your QB files. I'm here to help you. Take care!

C
claytonb3Author
January 3, 2024

Thanks for confirming I can't do what I wanted to do.  Hopefully future versions of QB will have better functionality.  I use the Mac version, but my accountant uses the Windows version, so being able to export to a portable file would be a valuable add.

Bryan_M
Bryan_M
January 3, 2024

I appreciate your suggestions about QuickBooks Desktop (QBDT) for Mac to be able to export to a portable file, @claytonb3.

 

Currently, the feature you're looking for is unavailable in QBDT for Mac 2020. With that in mind, I recommend sending feedback to our Product Development Team. Once they see that this feature is useful to several users, they might add this to our future product updates. Here's how:

 

  1. From the QuickBooks menu, choose QuickBooks Feedback and select Product Suggestions in the Type of feedback section.
  2. Fill in the fields with the correct information.
  3. Click Send Feedback.

 

For tips and resources, the following reference contains topics that will guide you on how to perform any tasks in QuickBooks Desktop (QBDT) for Mac: Self-help guide. You’ll have to click on the link for the article to see the complete details.

 

Keep me posted below if you need further assistance managing your QBDT for Mac account. I’ll get back to help and make sure you’re taken care of. Have a good one.

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