Sharing QuickBooks Desktop company files

Sharing QuickBooks Desktop Company Files

The best way to share a file with your financial professional is to create a QuickBooks Portable file.

If you need to share your accounting data with a Crunchafi Data Extraction subscriber, you should create a portable company file. This is a compact version of your company file that's small enough to send via email or upload through a file-sharing service. The QuickBooks portable file is ideal for sharing with financial professionals such as accountants.

For instructions on creating a portable file of your QuickBooks Company, refer to the official QuickBooks support guide: Create and open portable company files in QuickBooks Desktop.

Crunchafi Data Extraction users can follow step four in that guide to open the portable file in their QuickBooks system.