A portable company file is a compact version of your company file containing only financial data. It is small enough to be sent by e-mail or saved to removable media. You can use a portable company file to move your company financial data to another location or send it to another person.
To create a portable company file:
1. Choose File > Save Copy or Backup.
2. Select Portable Company File and then click Next.
3. Save the portable company file to a folder on your computer, or to a CD, USB flash drive, or other removable media. The portable company file is saved with a .qbm extension.
4. When prompted to close your company file, click OK. QuickBooks must close and reopen your company file before creating a portable company file.
To restore a portable company file:
1. Choose File > Open or Restore Company.
2. Select Restore a portable file and then click Next.
3. Browse to the location where you saved the portable file. The file name has a .qbm extension.
4. Select the portable file and click Open.
5. Click Next. The Save Company File as window opens.
6. To avoid overwriting your existing company file (and loosing your company data), rename the company file by entering a new name in the File name field.
Important: Never restore a company file without renaming it unless you intend to overwrite your existing company file. If you overwrite, you will lose all data in your existing company file. Do not change the .qbw file name extension.
7. Click Save. QuickBooks converts the portable file to a company file with a .qbw extension.
Note: The .qbw file created from the portable company file might be smaller than your original .qbw file. This is normal.
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