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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

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Step 3 of 3: Upload your file via our secure SSL widget

This upload widget is hosted on via an encrypted SSL connection.