How to create/restore a Portable Quickbooks File

Create/Restore a Portable file in Quickbooks: Step-by-Step Instructions

A Quickbooks portable company file (QBM) provides a compact, efficient copy of only your financial data. It is often used to send your financial data by email or portable media such as a flash drive. Unlike a Quickbooks backup file (QBB) or a Quickbooks Company file (QBW), it does not include letters, logos, images, and templates. It also doesn't contain a transaction log (.tlg file), which can be used to restore transaction data with the help of a technical support agent.

How to create a Portable Quickbooks File?

  1. In Quickbooks, Select File > Create Copy.
  2. Select Portable company file (QBM) and click Next.
  3. Click the Save in drop-down arrow and select Desktop.
  4. Click Save and OK twice.

How to Restore a Portable Quickbooks File?

  1. In Quickbooks, go to File > Open or Restore Company...
  2. Select Restore a portable file and click Next.
  3. Select the portable file and click Open.
  4. Click Next.
  5. Browse to the location where you want to save the restored file. (You may want to check with your IT support to make sure you are saving the Quickbooks data file to the correct location).
  6. Click Save.
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