Using a portable company file to e-mail or move a company file

Only the QuickBooks Administrator can do this task.

What is a portable company file?

You can move a QuickBooks company file from one computer to another computer, or even send the company file to another person as an e-mail attachment. 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 best way to move a company file to another location is to create 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, .

To e-mail or move a company file

1. Create the portable company file.

   1. Go to the File menu, choose Portable Company File, and then click Create File.

   2. When prompted to close your company file, click OK.

      QuickBooks must close and reopen your company file before creating a portable company file.

   3. Save the portable company file to a folder on your computer.

      The portable company file is saved with a .QBM extension.

2. Send or copy the portable company file to another computer.

   You can send the file as an e-mail attachment or copy it to a removable disk. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . Note the location to which you save the portable company file on the destination computer.

3. Open the portable company file on the destination computer.

   1. Go to the File menu, choose Portable Company File, and then click Open File.

   2. Select the portable company file that you want to open.

      Browse to the location of the data file, which will have a .QBM file extension (for example, mycompanyname.QBM). file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, .

   3. Select the company file that should be created from the portable company file.

   The portable file will be converted to a regular company file, with a .QBW extension. file handling, moving, company file, company file, moving, copying, files to a new location, e-mail, company file, portable company files, QuickBooks company, moving, . When opening a portable company file, you can overwrite an existing company file or create a new 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, .

   Consider creating a new company file, rather than overwriting your existing company file to avoid data loss.

When you open the portable company file, the .QBW file that is created may be smaller than your original .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, . This is normal.

Related topics

• About portable company files

• Copying a company file using Windows