Question

Portable file

Forum|Forum|2 years ago
November 3, 2023
2 replies
0 views

Hello - I have a client using QuickBooks desktop 2021. In the past she has emailed her portable file to me so I can file her monthly payroll taxes. In the past couple of months she's had a problem creating the portable file. She will go thru the normal procedure to create the file, saving it to either the desktop or a USB drive but lately rather than create the file once she hits "save" it kicks her out of the program entirely and doesn't create the copy. I don't know if this is a problem with her particular computer or something within the program that can be a quick fix. I'm wondering if anyone here has had this problem. Thanks in advance!

QuickBooks Desktop

J

JamaicaA

I see the importance of securing a copy of your client's portable file, @Patricia H. I've got some information about QuickBooks Desktop 2021.

We discontinued our QuickBooks Desktop services for our UK customers on June 30, 2023. It means you can only save a portable file until that date. As a workaround, download your historical desktop reports using our online tool till June 2030.

Your client might want to explore QBO so you can continue processing her payroll taxes. She can use a free trial subscription to check which one best suits her business needs. Open this link for more details: Moving from QuickBooks Desktop to QuickBooks Online.

Visit this article to learn how to set up a new company file: Get started with QuickBooks Online.

If you're interested in the features available or need help getting your data, don't hesitate to post again. We're here to help you at any time. Take care.

P

Patricia HAuthor

@JamaicaA We are in the US, I don't know if that matters. This just started happening recently. She was able to create the portable file up until September

4

4Gal

@Patricia H

We are in the US, I don't know if that matters.

Your question is posted in UK community and they have discontinued QB Desktop UK version. If you are using QB Desktop US version, you should ask the question in US community. You can update your situation in the US community next week.