How to Create a Portable Company File in QuickBooks

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

    • 2). 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.

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

    • 4). 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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