How to Create Portable Company Files in QuickBooks
                     How to Create Portable 
Company Files in 
QuickBooks
Are you a business master and you also want to 
transfer your accounting data from one device to 
another device? If you are using QuickBooks as your 
accounting software then you are fortunate enough 
because with QuickBooks you can easily transfer 
your data by using a portable company file feature. 
Today in this blog you will learn more about creating 
QuickBooks portable company files.
Portable company files are your business accounting data 
that is compacted. It helps in transferring data to your 
other device with help of email, USB, or hard drive. The 
portable files in QuickBooks don’t contain the company’s 
logo, name, or any other credentials. The file doesn’t 
contain a fixed asset file manager and won’t contain a .log 
or .tlg file. And most importantly why transferring the data 
from QuickBooks the data will be quite exact and error-
free as the data is transferred automatically without any 
human error.
Create and Open your Portable Company file 
in QuickBooks
• Pre-Process Steps
⚬ Your initial step should be to update QuickBooks to the latest 
version.
⚬ You are advised to take a full backup of your company data as 
it will help you to restore data back easily.
Create the Portable Company File in 
QuickBooks
• Login in as an admin in QuickBooks with your 
credentials.
• Then go to “File Menu” and choose “Click Copy”, after 
you are done choose the portable company file and click 
next.
• Set a name to your portable file, make it unique and 
simple to remember, and differentiate it from your other 
file.
• Then choose a location to save your file, it’s 
recommended to save it on desktop and then click on 
save and close it.
Dancing Numbers is a SaaS- Software that can be easily 
integrated with your QuickBooks accounts. You can 
simply delete, export, and import your complete files 
with Dancing Numbers. Dancing Numbers Importer 
saves your time and reduces human errors. Not just this 
it also saves your money, which you can easily invest in 
your business. It provides you a human-friendly 
interface and by just simply applying some features you 
can easily delete, import, and export your data.