Frank R. Knight, C.P.A.

 

Instructions for MS Vista Operating System           

QB Version 2007 and after

OPEN a “Portable Company File” from an email attachment or from a flash drive:

A.     From a flash drive or thumb drive:        Open “My Computer” find your “Portable Company File” and right click on it (mycompanyname.QBM). Select “Copy” and “Paste” the file to the desktop.

B.     From an email:        Open the email from me with your attached “Portable Company File”. Double click on the attachment (mycompanyname.QBM). Take the option to "save” or “save as." Choose the "Desktop" for the location to save.

1.      Open QuickBooks

2.      Go to the File menu, choose Open or Restore Company…

3.      Select Restore a portable company file, then click Next.

4.      The Open Portable Company File screen is presented

a.      In the “Look in:” area, click the down arrow to select your Desktop.

b.      Locate and select by double clicking your company’s Portable Company File on the desktop, which will have a “(Portable)” after the company name. For example, mycompanyname (Portable). Select the portable company file from your Desktop on your computer. Click Open

5.      The next screen is “Restore Portable Company File: To Location.” Click next and in the “Company File to Save as” screen, click the down arrow to locate where your company file should be saved. Click “Save.” Generally the file location is correct; if so, you should get a message that the file already exists, “Do you want to replace it?” Click Yes.

NOTE: If you do NOT get this “replacement message,” STOP, the file is not being saved in the correct location. Contact me!

Your company file should be located in the following directories depending on your QuickBooks Version:

·        2007 - on drive C:/Program Files/ Intuit/QuickBooks 2007, unless you are on a network. Be sure you are saving the file in the correct location.

·        2008 and after - on drive C:/Documents and Settings/ All Users/Application Data/Intuit/QuickBooks 2008, unless you are on a network. Be sure you are saving the file in the correct location.

6.      Type “Yes” to confirm, click OK.

7.      You will get the message that the file is being created.

8.      You can now use your file.

Give me a call if you have any problems or just want me on the phone as you go through this with you.

 

Frank