QB Backup Instructions

Procedures for creating and sending portable quickbooks files
Creating a Portable Backup:
Open Company
Go to File:  Save Copy or Backup…
Choose:   Portable company file
Click:  Next (It will then ask you where you want to save it)
Save in:  Desktop (Choose your desktop)
File Name:  (whatever you want to call it)
Click:  Save (it may say Quickbooks must close & reopen your company)
Click:  OK
You should then receive a message that says it has successfullly saved a portable file to your desktop
Click:  OK
Uploading the Portable Backup:
Log in to your secure portal
Select "Upload"
Select "Ok"