How To Create A Portable File In Quickbooks For Mac

With the company file open in QuickBooks for Macintosh, select the File menu and select Backup to QuickBooks for Windows (it is also possible to click the Windows Backup icon on the far right side of the iconbar). In the Save As field, type a name for this file or accept the default provided by the program. When you need to make a copy of your company file, one option is to create a Portable File in QuickBooks. This allows you to: Email the file; Save the file to a flash drive; Open the company file on another computer; How to Create a Portable File in QuickBooks. From the menu bar at the top of your homepage, select File > Create Copy.

A QuickBooks Portable company file (.qbm) is a compact version of your company data file that contains ONLY your financial data, and because it is much smaller than a backup (.qbw) it can be sent by email or saved to portable media. A QuickBooks portable company file contains only the financial data for your company. Unlike a backup file, it doesn’t contain related files such as letters, logos, images, and templates. Mac file explorer for windows. It also doesn’t contain a transaction log (.tlg file), which can be used to restore transaction data with the help of Intuit Technical Support if damage or loss occurs. You can use a portable company file whenever you need to move your company financial data to another computer or location or send it to another person. Another benefit of the Portable company file is that it has been known to help resolve problems with large QuickBooks files that have a high number of DB (database) file fragments.

Learn how to create and restore a portable company file by watching our YouTube video. Learn to use QuickBooks® in your construction business - QuickBooks® for Contractors Bookkeeping Tips & Training - Copyright ©2012 - 2017. All Rights Reserved. Sunburst Software Solutions, Inc. Has been an Intuit Developer Network member since 2001; first as a Premier Member and then one of the first 13 developers to achieve Gold Developer status in 2006.

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This article refers to QuickBooks Online Use this article if you encounter the following message when attempting to import your QuickBooks Desktop data to QuickBooks Online. You can also refer to this if you're removing unused (inactive) list entries in your Desktop data before converting it to QuickBooks Online. Reminders about condensing and importing the file • File size (MB) does not matter when importing to QuickBooks Online. • To convert your Desktop data to QuickBooks Online, the Desktop file must be less than 350,000 targets. • When you condense a file: • QuickBooks 2019: The overall file size is reduced and you get to keep all your data and details. • QuickBooks 2018 and earlier: Some transactions are archived and turned into Journal Entries.

• Journal Entries generate targets as well. • Reports may not match after condensing a file. • QuickBooks automatically creates an archived copy of your company file in the original folder your file is saved in and names it ' [Your Company File Name] Copy MM/DD/YY.'

• You can easily restore your original company file from either the backup or archive copy. • Make sure to store either file in a safe place. • If you’re having performance issues, the Condense Data Utility should be your last option to try to improve performance. Gmail calendar on outlook. See for more information. Check targets in a QuickBooks company file • Open your QuickBooks Desktop company file and access Product Information: • Windows: Press F2 on your keyboard. • Mac: Press CMD (?