The Gold Standard of... Creating a QuickBooks Desktop Portable Copy
1 - Create a portable copy of the QB file. Instructions here:
Create a portable company file.
• Open QuickBooks and log in as an admin.
• Go to the File menu and select Create Copy.
• Select the Portable company file and then Next.
• Give your portable company file a unique name. This makes it easy to tell apart from your regular company file.
• Select a location to save your portable company file. Pick somewhere that's easy to find, like your Windows desktop.
• When you're ready, select Save and then OK.
You now have a portable company file.
2 - We should have sent you a secure link to our Dropbox. Please drop the files there
3 - Send an email to care@precisionf.com with the following information:
a) What year and version of QuickBooks are you using
b) The admin password. We'll need that to reopen the file on our side
Please note: This does not transfer the live file to us. You are still in possession of the live file unless we tell you otherwise.
