Migrate QuickBooks to Virtual Desktop

Michael Neal
21-10-2014 14:51

 

Create the portable company file.

  1. Go to the File menu and click Save Copy or Backup.

  2. Click Portable Company File and then click Next.

  3. Save the portable company file to a folder on your computer, or to a CD, USB flash drive, or other removable storage device.

    The portable company file is saved with a .qbm extension.

  4. When prompted to close your company file, click OK.

    QuickBooks must close and reopen your company file before creating a portable company file.

    Important: When prompted to close your company file, click OK. If you click Cancel, QuickBooks exits the wizard and doesn't create the portable file.

 

Open the portable company file on the destination computer.

  1. In QuickBooks, go to the File menu and click Open or Restore Company.

  2. Click Restore a portable file (.qbm) and then click Next.

  3. Browse to the location where you saved the portable file, which will have a .qbm file extension (for example, mycompanyname.qbm).

  4. Select the portable file and click Open.

  5. Click Next. The Save Company File as window opens.

  6. Rename the company file by typing a new name in the File name field. For example, you may want to add a date or version number such as mycompanyname-2Jan-2007.qbw, or mycompanyname-v2.qbw.

    Caution: Never restore a company file without renaming it first unless you intend to overwrite your existing company file. If you do so, you will lose all data in your existing company file. Do not change the .qbw filename extension.

  7. After you rename the file, click Save. QuickBooks converts the portable file to a regular company file, with a .qbw extension.

The .qbw file created from the portable company file might be smaller than your original .qbw file. This is normal.

Tags: Migrate, QuickBooks, VD, Virtual Desktop
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