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 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 file there.

3 - Send an email to care@precisionf.com with the following information:

a) What year and version of QuickBooks you are using

b) The admin password.  We'll need that to re-open 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.