How to Upload a requested QuickBooks file

Modified on Sun, 26 Jul at 1:16 AM

Overview

Use this procedure only after:

You have completed the QQube troubleshooting guide.
You have submitted a CLEARIFY support ticket.
CLEARIFY Engineering has asked you to provide a copy of the QuickBooks company file.

Confidential file handling

Files supplied to CLEARIFY are treated as confidential and are destroyed after the review is complete.

If your organization requires a nondisclosure agreement, request one through your support ticket before uploading the file. The agreement can be signed by CLEARIFY CEO Chuck Vigeant, M.Ed.

Step 1: Create a QuickBooks Portable Company File

1. Switch to Single-User Mode

Confirm that the QuickBooks company file is open in Single-User Mode.

Then select:

File > Create Copy

QuickBooks Create Copy option

2. Select Portable Company File

Select Portable company file, then select Next.

QuickBooks Portable Company File selection

3. Save the Portable File

Enter a file name and save the file with the .QBM extension.

Saving a QuickBooks portable company file

4. Confirm the QuickBooks Warning

When the warning message appears, select OK.

QuickBooks portable company file warning

5. Wait for File Creation to Finish

QuickBooks displays a progress message while the portable company file is being created.

QuickBooks portable company file creation in progress

6. Locate the Completed File

When the process finishes, QuickBooks displays the folder where the portable file was saved.

QuickBooks portable company file creation completed

Step 2: Create the Password Text File

Create a plain-text file containing:

The name of the QuickBooks portable company file.
The QuickBooks Admin password required to open the file.

Save the text file so it can be uploaded together with the .QBM file.

Step 3: Upload Both Files

Upload both of the following:

The QuickBooks portable company file.
The text file containing the file name and Admin password.

Upload the files to CLEARIFY