A portable company file is a compact version of your company file, small enough
to be sent by e-mail or saved to portable media. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . Use a portable company file
whenever you need to copy your company data to another location or send it to
another person.
E-mailing or moving a company file:
The best way to send a company file to another person or location is to
use a portable company file. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . From your QuickBooks company file, you create
a portable company (.QBM) file, copy or send it to another location, and
then open it as a regular company (.QBW) file.
Exchanging
files with an accountant: If you need to send your company file to an
accountant, you should first review the different ways to exchange files
with an accountant. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . The method you use to exchange company files determines
the types of changes the accountant can make and whether you can continue
using your company file while your accountant is making changes.
Can I continue using my original company file?
If the other person will be making changes to your company file and then
returning the file to you, you should not continue working on your original
company file.
When the other person is finished making changes to the company file, he or she
will return a portable company (.QBM) file to you, which you will open as a QuickBooks company (.QBW) file. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, .
Changes made by the other person cannot be merged into your existing company file; instead, you will use the
new company file in place of your existing one. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, .
What types of changes can the other person make in the company file?
The administrator password, which is required in order for the other person
to return a portable company file to you, gives the person access to all areas
of QuickBooks. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . This means that the person can enter any type of transaction
and can view all existing data. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, .