how to create a portable company file in quickbooks for mac

Create A Company File In Quickbooks Password Is Not

Click Save. (Your company file will then be saved, and your company name forwarded to the next screen where you will enter your other important company information.).

Custom checkmarks will be allocated based on your industry type; you can check and uncheck to suit your business needs or leave as is to customize later.

You may visit the QuickBooks for Mac page and scroll down for additional info.

For desktop users, my firm currently uses QuickBooks Enterprise 2018 for Windows.

Create A Company File In Quickbooks Password Is Not

I created a portable company file and sent it to the client via email, but they are telling me now that the password is not gaining them access to the file.

I did not change the password and confirmed that it still allows me to access the Enterprise file on my server so I do not believe the password is the problem.

Is there a specific process that has to be followed to create a portable company file specific for use with Macs Any advice would be helpful Thanks in Advance.

Theyll check what they can do to provide you with a better option or a workaround.

There may be a time when you will need to use your QuickBooks company file on a Windows computer.

For example, maybe you need to send your company file to your accountant who uses a Windows machine.

The good news is that QuickBooks for Mac makes this potentially frustrating process easy.

QuickBooks for Mac allows you to simply save your Mac file as a Windows file to use with QuickBooks for Windows.

Or, if you do not want to password protect the file, just leave the fields blank.

QuickBooks also creates an instruction PDF file in the same location and with the same name as your.qbb file.

Shes the Managing Editor for Little Square and its main contributor.

Shelly grew up in the South until 1994 when the Internet called her to Silicon Valley.

You can also post your own question to the QuickBooks for Mac community.

How To Create A Portable Company File In Quickbooks For Mac