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chuck-barry63
Level 1

How do I make a copy of our company file?

I need to send a copy of our company file to another party.  How do I create that copy so that it is ready to upload?
2 Comments 2
Charies_M
Moderator

How do I make a copy of our company file?

Welcome to the Community, chuck-baryy63.


The option to create portable copies of a company file isn't an option in QuickBooks Online. Company files in the online version can neither be downloaded nor saved on a computer. 

 

Here's a relevant article for a reference: Do I need to back up my data with QuickBooks Online?

 

You'll want to search for any third-party application that can help integrate with QBO.

 

Here's how:

  1. Select Apps from the sidebar menu.
  2. Go to the Find Apps tab.
  3. Enter a keyword in the search bar or click the Browse category button to filter the results.

Otherwise, you can visit our QuickBooks App Center to look for a third-party application that can help import payroll transactions into QBO.

 

To know more about QuickBooks, please post more questions. We're here to help. 

Fiat Lux - ASIA
Level 15

How do I make a copy of our company file?

@chuck-barry63 

Why don't you give that party direct access to your QBO account?

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