What is QuickBooks Desktop portable company file?

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In this post we have described how a user can restore a QuickBooks Portable Company File. Here our accounting experts have shared few important points to restore the company files of QuickBooks software.

What is QuickBooks Portable Company File

  • QuickBooks portable company file is a compact copy or replica of the financial data which you send via email or any portable media like flash or external drive.
  • This file does not include templates, letters, images, and logos.
  • It also does not comprises of any transaction log (*.tlg) file.
  • It is a proficient and eminent tool to solve the data problems because QB desktop re-indexes the data while restoring the portable company file.

Important Note:

  1. Make sure that QuickBooks software is up to date before troubleshooting.
  2. All QuickBooks versions need you to log in as the Admin to create & return the portable replica or copy. In case, you provide the copy of the portable copy to someone – they will automatically gain all the access of the QuickBooks & will be able to add/modify the transaction & alter the Administrator password.
  3. In case, you made an attempt to solve the data issues, make sure that you do not overwrite the original file while restoring the portable copy. The best method is to rename the original file before restoring the portable company file.
  4. Consider using the accountant’s copy while sending the company file to the accountant.  


Create/Establish a portable company file

  • Go to the File menu, choose the Create Copy.
  • Choose the Portable company file and then, Next.
  • Find out the location where you want to save the portable copy.
  • Choose Save and then, OK.

 

Restore the portable company file

  • Go to the File menu; choose the Open or Restore Company.
  • Choose the Restore a portable file and then, choose the Next
  • Choose the portable file copy with .qbm extension and then, choose the Open.
  • Read & go through the option – Where do you want to restore the file? Select the page and then, choose the Next
  • Select the location where you want to restore the portable file.
  • Choose the Save

Fixed Asset Manager (FAM), QuickBooks Statement Writer (QSW), and Loan Manager (LMR) is not restored with the portable file

If you restore the portable company file/files on a computer other than where computer where QuickBooks company file is saved. Then, you will be unable to access the information of QuickBooks Statement Writer (QSW), Loan Manager (LMR), or Fixed Asset Manager (FAM). To stay away from such instance, you just need to copy all the folders & files to the location where current company file resides.
Loan Manager: Copy or replicate the .Imr file ([Company Name].Imr) to the current location where the current company file/files exist. Later, restore it.   
Fixed Asset Manager: Copy or replicate the entire files from the folder specified below the location where all the company files exist and then, restore it.
  • QuickBooks 2018
C:\Users\Public\Documents\Intuit\QuickBooks\Company Files\FAM17\clients
  • QuickBooks 2017
C:\Users\Public\Documents\Intuit\QuickBooks\Company Files\FAM16\clients
  • QuickBooks 2016
C:\Users\Public\Documents\Intuit\QuickBooks\Company Files\FAM15\clients

Unable to Create & restore a portable company file

Method 1: Copy or replicate the QB Company file/files on the desktop

  • Click to open the folder where the saved file/files reside.
  • Perform right-click on the needed file/files and then, choose the Copy
    1. While creating the portable file/files, make sure you copy the .qbw extension file/files.
    2. While restoring the portable file/files, make sure you copy the .qbm extension file/files.
  • Perform right-click anywhere on the desktop screen and then, choose the Paste
  • Press & hold the Ctrl key while making a click on the QuickBooks icon. This will lead you to the No Company Open
  • Attempt to create & restore the portable file/files.

Method 2: Try an attempt to work on the sample file

  1. Choose the “Open a Sample File” tab in the No Company Open
  2. Use the company file to create the portable file. Later, save it to the Desktop.
  3. In the File menu, choose the Close Company/Logoff.
  4. Attempt to restore the portable copy of the sample file which you have saved on your system.

Method 3: Repair the QB Desktop (Windows 10, 8, & 7)

  1. Restart the device to close the entire unnecessary applications & programs.
  2. Create a backup of the QB company file/files.
  3. Choose the “Start” or “Windows”
  4. Go to the “Control Panel”.
  5. Choose the Programs and Features. If required, select the Uninstall a program.
  6. Choose the QuickBooks from the program list and then, select the Uninstall/Change.
  7. Choose Continue and then, select the Next.
  8. Choose the Repair and then, Next.
  9. Once the repair process completed, select the Finish.

Method 4: Use the clean install feature to reinstall the QuickBooks Desktop

  • Uninstall and then reinstall your QuickBooks to get rid of from this error.

We hope that this short article will help you to restore your QuickBooks company files. If you have any questions or queries or you need any type of help related to your QuickBooks software, feel free to contact our QuickBooks Help Number 1(800)880-6389 to speak with one of our representative. We provide you a feasible solution for all your concerns.

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