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thomas-navinsure
February 22, 2023
Question

How do I create a portable file for my accountant

  • February 22, 2023
  • 2 replies
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2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
February 22, 2023

Are you using QB Online or QB Desktop?

The portable file is only available for QB Desktop.

L
LeizylM
February 22, 2023

Let me make it up to you by ensuring you'll be able to create a portable file for your accountant, thomas-navinsure.

 

Before doing so, may I know what QuickBooks are you using QuickBooks Online (QBO) or QuickBooks Desktop (QBDT)? As mentioned by Fiat Lux - ASIA, the portable file is only available in QBDT. 

 

If you're using QBDT, here's how to create a portable file:
 

  1. Open QuickBooks and log in as an admin.
  2. Go to the File menu at the top.
  3. Choose Create Copy. 
  4. Select Portable company file and then Next.
  5. Give your portable company file a unique name.
  6. Choose a location to save your portable company file.
  7. Select Save and then OK.

 

You can check this article for detailed steps on how to create a portable company file and create a backup file:

 

 

Additionally, you can read through this article for additional help and insights when creating and resolving errors with the portable company file: Fix data damage on your QuickBooks Desktop company file.

 

Keep your post coming if you need more help with creating a portable. I'm always here to help. Have a good one!

B
ben13461346
January 16, 2024

QB will not let us make a portable copy we go thru the steps then it say QB must close and reopen your company file before making a copy nothing happens

C
Carneil_C
January 16, 2024

Thanks for joining the thread, @ben13461346.

 

Let's work together to fix this issue so you're able to create a portable file in QuickBooks Desktop.

 

Beforehand, have you seen an Unrecoverable Error XXXXX XXXXX when trying to save the portable copy? If so, you can follow the steps below to get around the error.

 

Before doing so, let’s ensure we always have our QuickBooks Desktop to the latest release to keep your software up-to-date so you always have the latest features and fixes. Then, create a backup company file to secure your data if you ever run into problems.

 

From there, start with opening QuickBooks with all windows closed. Here's how:

 

  1. Open QuickBooks Desktop.
  2. From the No Company Open, select your company file. 
  3. Press and hold ALT on your keyboard and then select Open. Don’t let go of ALT until the file opens. If QuickBooks asks you to sign in, release ALT and enter your password. Press and hold ALT again and click OK.

 

Once done, follow Steps 2-6 in this article: Troubleshoot Unrecoverable Error XXXXX XXXXX.

 

Moreover, here's a handy guide to help you fix general problems when opening files: Can't open your company file in QuickBooks Desktop.

 

I'm always here to help you again if you have other concerns with your company files. Take care always.

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