Upload Your QuickBooks File

Step 1 of 3: Create a QuickBooks Portable File

1. Choose File > Create Copy.
2. Select Portable company file and then click Next.
3. Save the portable company file to a folder on your computer, USB flash drive, or other removable media. The portable company file is saved with a .qbm extension.
4. When prompted to close your company file, click OK. QuickBooks Desktop must close and reopen your company file before creating a portable company file.

Step 2 of 3: Fill out this form