create backup of QuickBooks Files

If you are thinking of transferring the QuickBooks desktop application from one pc to another, the first point that will come to your mind is what will happen to your QuickBooks company’s file. Well, in this blog, we will take you with the complete procedure about how to backup the data files in QuickBooks desktop. So, stay tuned and read this complete blog till the end.

Different Ways to Create Backup of QuickBooks Files?

Keeping a backup of the company’s file is very important for your business. There can be many reasons a file may get damaged or corrupted, which can further lead to the permanent loss of the data files. That’s why it’s strongly suggested to keep a new and updated backup of your important company’s file.
So, let’s look at the different methods you can follow to create a backup of your QuickBooks company’s file.

Method 1: Setup Schedule Backup of QuickBooks File

So, here are the steps that you can follow to schedule backup of the QuickBooks company’s file.rst, open the QuickBooks company’s file.

  • First, open the QuickBooks company’s file.
  • Then, click on the “File” menu option then click on the “Save Copy or Backup” option.
  • Now, a new backup pop-up window will be open on your screen.
  • On the new window, click on the “Backup Copy” option and click on the “Next” tab option.
  • Now, a new page will be open, which will display three options for creating the backup of the files.
  • Click on the “Save it now and schedule future backups” option.
  • After that, click on the “Next” option.
  • After this, go to the “Backup on a Schedule” section.
  • Now, it will ask you to provide a short description for the backup of the file you are creating.
  • Select the folder and location where you want to save the backup file.
  • Thereon, enter the number of copies you want to generate of the backup files.
  • After entering the number, click on the store passwords option, redirecting you to the store windows password page.
  • There, provide the windows login details and select the date and weekly frequency of which you want to schedule a backup.
  • End this process, by clicking on the “OK” option.

schedule backup

Method 2: Enable QuickBooks Automatic Backup Feature

Automatic backup is one of the simplest methods of keeping your company’s file backup. So, here are the steps that you can follow to create the automatic update of QuickBooks company’s files.

  • First, open the QuickBooks desktop application
  • Thereon, click on the “File” menu option and then click on the “Switch to Single User Mode” option.
  • After that, under the drop-down list, click on the “Back Up company” option and select the “Create Local Backup” option.
  • Now, click on the “Next” option.

create local backup

  • Moving ahead, select the options for setting up the backup default settings and then click on the “Next” time.
  • After that, click on the “Browse” option and select the location where you want to save the company’s file.
  • Then, click on the “Next” option and later click on the “Save it Now” option.
  • Select the schedule future backup options and then click on the “Next” option.
  • After that, checkmark the “Save backup file automatically when I close my company’s file every time.”
  • At last, enter the number in the insert field and then click on the “Finish” option.

You have successfully set up the automatic update settings on the QuickBooks desktop.

create backup desktop

Method 3: Manually Backup your QuickBooks company’s file

So, below listed are the steps that you can follow to manually backup the QuickBooks company’s file.

Backup Options
  • First, launch the QuickBooks desktop application.
  • Afterward, go to the File menu option and select “Switch to Single User Mode.”
  • After that, again go to the “File” menu option and then click on the “Back up Company” option.
  • Now, under the “Back Up Company” drop down list, click on the “Create Local backup” option.
  • Moving ahead, click on the “Local backup” option and the “Next” tab.
  • After that, select the browse option and select the location where you want to save the backup file.
  • As per your need, select the number of backups you want to add.
  • Under the online and local backup section, checkmark the “Setup backup reminders” option.
  • Thereon, click on the “OK” option.
  • Now, click the Save it Now” option and then hit the “Next” option.

That’s all with the process of manually creating your QuickBooks backup file.

Method 4: Setup QuickBooks Company’s File Backup Reminders

If you cannot remember to take a backup of your company’s file, then this method can be very useful for you. So, here are the steps that you can follow to set reminders to take backup of your data.

backup options
  • On the QuickBooks desktop home page, go to the “File” menu and click on the “Save Backup” option.
  • After that, select the backup copy file and click on the “Next” option.
  • Now, select the PC’s location where you want to save the backup of the company’s file.
  • After that, select the “Remind me to backup” option, and then provide a number of the copies as per your need.
  • At last, add the date and timings of the backup file in the filer name box and then click on the “OK” option.

Related Page: 10 Major Advantages of QuickBooks for Your Business

Wrap Up:

In this blog, we have covered four methods you can follow to create a backup of the QuickBooks company’s file. In case, while performing any of the mentioned steps, you face any challenge or issue, then feel free to reach out to us through the Chat box, or you can mail us your query at (info@getcontacthelp.com). Our experienced and professional experts are available 247365 at the help desk to answer your query and provide the best possible solution. You can also speak to our representative at +1-855-357-4404.

That’s all with today’s topic. Thanks for being here!!

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