Need to show your accounting data or move that data to another computer? Make a Portable Copy of Your QuickBooks file. This is will be a portable version of your company file that’s small enough to put on a USB or email the client. Some of our articles also recommend creating a portable company file to fix minor issues with data. This method is a quick and seamless way for you to create a quick portable copy of your QuickBooks data.
In order to make a copy of your QuickBooks Software file, you have a number of options. For today we will focus on making a quick portable copy to upload to a folder or send to an accounting professional, or just for your reference.
- Go to File.
- Click Create Copy.
- Select Portable Company File (will end in .QBM).
- Save to destination of choice.
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