Hello there, @HM21.
I've got information to share on how you can open the new portable copy that you received with the changes in QuickBooks.
If you're trying to open the accountant’s copy, make sure to use the QuickBooks version your client used to create it. The incompatibility of the versions can be the reason why you're unable to open the file.
To fix this, you might consider using the same versions of QBDT. Once the accountant is done making changes on your file, they will export the accountant’s copy as accountant’s changes (.QBY).
They can send the file to you so you can import the accountant’s changes to your company file.
I recommend checking out this reference to give you more details about utilizing the accountant's copy in QBDT: Find out how to use an accountant’s copy as a working file in QuickBooks Desktop Accountant and Ente...
However, if you're trying to open a portable file, make sure that you're using .QBM as the file extension. This is the file type used when you e-mail or move a company file.
Here's how you can open it:
- Open QuickBooks and log in as an admin.
- Go to the File menu and select Open or Restore Company.
- Select Restore a portable file, then select Next.
- Select your portable company file. It should look like this: [Unique company file name].qbm. Then select Open.
- Read the notes on the Where do you want to restore the file page, then select Next.
- When you're ready to open your file, select Save.
If you're still unable to open it, I recommend performing the resolution found in this link to fix the issue: Learn what to do if you can't create or open a portable company file.
Let me know on how this steps work for you. I'll be around to assist you if you need anything else.
