How to Create a Portable Company File in QuickBooks


Back up your QuickBooks account file by creating portable company file. Portable Company Files are also a great option if you need to transport your books to another location, perhaps for help with your accounts or to change computers. Your portable company file can be created in a matter of minutes, leaving you ready to transport your account file nearly anywhere or providing a stable backup copy of your QuickBooks file for safe storage.

  • Click the "File" menu from your main QuickBooks panel. Select "Save Copy or Backup."

  • Click "Portable Company File" in the dialog box and click "Next." This will open a dialog box to choose your file path to save the portable file.

  • Select the "Save In" drop-down menu and choose the area you wish to save the file to. Click "Save."

  • Click the "OK" button, and then click "OK" again to confirm that you want to save the portable file. Your file will be saved to the location you selected.

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