You don’t have to worry if you lost your QuickBooks Portable Company File and want to restore it. Just follow the below mentioned steps to get your QuickBooks portable company file back.
Ø Go to ‘Files’ and select ‘Open’ or ‘Restore Company’
Ø Click on restore a portable file and then on ‘Next’
Ø Click the (name).qbm file saved to the location you chose and open it.
Ø When you get the ‘Where do you want to Restore the File’ option then do read it before clicking ‘Next’
Ø When the ‘Save Company As’ screen shows up, select the location where your QuickBooks company data file is stored. This usually ends up in Drive C in the QuickBooks folder. Your data file may be stored in a different location than before if you use Windows 7
Ø Click on the the .QBW file you used most recently and correctly name the restored file.
Step 1: Update QuickBooks
Before you start, update QuickBooks so you have the latest version.
Step 2: Consider creating a backup
Portable company files are great for sharing or moving accounting data around when you don't need a full backup.
A portable company file isn't a replacement for a full backup. It doesn't include your message templates, logos, images, or templates. It also doesn't include your .tlg or .log files, Loan Manager, Statement Writer, or Fixed Asset Manager files.
To completely back up your company files, follow the steps to create a backup company file.
If you want to send your data to your accountant, consider sending them an accountant copy.
Step 3: 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 you can send online or put on a USB. The file will look like this: [Unique company file name].qbm.
Note: If you give someone a portable copy, they can access everything in the file. It's password protected and they'll need the password to open the file.
If you have issues creating a portable company file, here's how to fix it.
Step 4: Open a portable company file
To open a portable version of your company file:
Open QuickBooks and log in as an admin.
Go to the File menu and select Open or Restore Company.
Select Restore a portable file, then select Next.
Select your portable company file. It should look like this: [Unique company file name].qbm. Then select Open.
Important: Don't use the same name for your portable company file and regular company file. If you save them in the same folder, the portable file will overwrite the regular one.
Either can either rename the portable company file, or save it to a different folder.
Read the notes on the Where do you want to restore the file page, then select Next.
When you're ready to open your file, select Save.
More information: Cloud based QuickBooks | QuickBooks Pro vs Premier
Regards,
Bruce