All that you need to know about the QuickBooks backup

QuickBooks is one of the most popular accounting software used by companies to ensure smooth functioning of their businesses. This application helps organizations in managing their finances, payroll and bookkeeping work, inventory management and more. In fact, it is often said that QuickBooks have brought a great change in accounting industry, making it hassle free.

The QuickBooks stores many important data of the companies and the loss of these data can cause great loss. So, it is very important to take backup or record the data. Moreover, if you open QuickBooks on a regular basis then it becomes very essential to take backup so that you can restore it. In this blog, we will in depth discuss how to backup of the data files in QuickBooks desktop for your future use. Thus, make sure to read this post carefully. However, you can also get in touch with our 24X7 QuickBooks support team via our toll-free number i.e. 1-888-383-0323. Talking with our experts and certified professionals will help you in clearing all your clouds of confusion.

Note: In case you don’t need a complete backup and want to move the accounting data only, then the user can create a portable company file.

You may also read: Best steps to fix QuickBooks error 80029c4a Error loading type library / DLL

Creating a backup of company file in QuickBooks

Backing up company files stores everything that is present in the company file at that particular moment. It saves the accounting data, templates, letters, logos, images, and various other related files. It should be noted that it doesn’t backup the payroll forms. In order to backup the data, the users have two options either they can do it manually or automatically.

Method 1: Set up QuickBooks Automatic Backup

Below are the simple steps to take easy backup of your data in QuickBooks and get rid of the problem of QuickBooks Automatic Backup doesn’t work:

  • The very first thing to do is to open the File Menu and then choose Save Copy or Backup copy.
  • Once you have chosen the backup copy and then click on Next
  • Now select Options to set up the backup defaults and then click on Next option.
  • After this select Change Location tab or Use this Location, followed by clicking on Next
  • Now click on the option Save it now and schedule future backups or only schedule future backups and then tap on Next
  • Once it is done you now have to select the option Save backup copy automatically when I close my company file every time
Setup QuickBooks Automatic Backup - Screenshot
  • Now in the field enter a number and click on Finish,

Method 2: Set Up QuickBooks Schedule Backups

  • The first thing to do is open file and click on Save Copy or Backup. Once done a backup wizard will open for you
  • Now select on Backup copy and click on Next
  • After this select options so as to set backup defaults and then click on Next
  • The next process will be clicking on Only Schedule future backups and then Next option.
schedule backup- screenshot
  • Now go to the Backup on a schedule section and then click on it
  • You have to  provide a description for the schedule backup that you are creating
  • You also have to now look for folders where you want to save your backup copies
  • After this click on Number of backup copies to keep checkbox and then enter a number
schedule backup 2- screenshot
  • Once done now click on Store Passwords followed by Store Windows Passwords and then provide the windows login details.
  • After this you have to choose the date, weekly frequency etc for the backup.
  • Once you have chosen, click on it.

Read Also: How to overcome from QuickBooks online error 185?

Method 3: Setting up QuickBooks Backup Reminders

Setting up QuickBooks Backup Reminders - Screenshot

Due to your very busy schedule you might end up forgetting to take the backup of the data. And to save you from such a situation you can set backup reminders. Below are the ways to set up QuickBooks backup reminders.

  • First go to the File menu and then choose Save Copy or backup
  • Select backup copy and then click on Next option
  • Followed by clicking on Options
  • Once done you will come across the field Tell us where to save your backup copies and browse through the directory where you want to Save the backup files
  • After this you have to choose the Remind me to backup when closing data every time and then provide a number in the field as you might require
  • Once done, choose Add time and date of the backup to the file name box and hit on OK button.

Method 4: Backup company file manually

In case the user prefer, he/she can back up the company files anytime.

  • First of all, the user needs to move to the file menu and then choose Switch to single user mode.
Switch to single user mode - Screenshot
  • After that, move to the file menu again and then hover over the back up company. After that create local backup option should be selected.
Backup company file manually - Screenshot
  • The next step in the process is to select local backup and then hit Next.
Backup company file manually - Screenshot 1
  • In the local backup only section, the user needs to select the browse option and also choose the location for saving the backup.
location for saving the backup - Screenshot
  • After that, the user is required to set the number of backup.
  • This will run a test to ensure that the backup file is in good shape.
  • Hit OK, when ready.
  • The lasts step is to save it now and hit Next.

See Also: How to recover deleted company files in QuickBooks desktop?

Method 5: Adjusting the backup settings

In order to see when you last backed up the company file, the user will have to visit the file menu and then hover over the backup company. The user will then see the time and date at the top of the menu.

See last backup- screenshot

In order to make any changes to the backup preferences, the user is supposed to carry out the steps below:

  • Choose the file and hover over the backup company.
  • After that click on create local backup option.
  • The next step is to select options.
change backup preferences- screenshot
  • And then make required changes and hit OK button.
  • Finally you have a backup company file that you can use to restore your QuickBooks company file. This file has a .qbb extension at the end of the file name.

Wrapping up!

These are the simple ways through which you can take automatic backup, schedule backups or set reminders to take backups of your data. In case if you have any query about the same then you can connect with QuickBooks enterprise support team who are there 24/7 to offer you quick help.

 

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