Create Backup Of The QuickBooks Desktop Company File

Published on 30 November 2020 at 09:09

How exactly to Create a Back up of one's QuickBooks Desktop company file?

Here's how you can easily create a backup of this QuickBooks desktop company file:

Before you come across a challenge, and lose your crucial data, it is vital to take the backup of the data. In the event that you own a mid- or small-sized business and use QuickBooks Desktop for the bookkeeping and accounting requirements, then your following process can assist you in creating a backup of the QuickBooks desktop company file.

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Creating backups of one's company file can protect you from sudden data loss. In case there is accidental loss of data, these backup copies work as insurance. You need to use them to displace a backup company file. 

Continue reading to know tips on how to Create Backup Of The QuickBooks Desktop Company File. Or you can also get in touch with our support team via our toll-free number. Give us a call and let our accounting professionals to create backup associated with company file on your behalf. Our experts will be happy to allow you to.

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Steps to Back up your QuickBooks Desktop company file
Backing up company file saves everything present in the business file. All of this might are the accounting data, templates, letters, logos, images, and related files (QuickBooks statement writer, cash flow projector, business planner, and loan manager). It should be noted that, backing up does not save the payroll forms. The user can back within the data, either automatically or manually. Below, we will be discussing the ways in which the user can make a backup company file.

Method 1: Schedule automatic backups in QuickBooks
The steps to be followed to backup the business files are the following:

The very first step would be to visit File and Switch to single-user mode
Change to Single-user Mode - ScreenshotSwitch to Single-user Mode - Screenshot
After which, go on to the QuickBooks file menu, select Backup Company after which Create Local Backup.
Create local backup of QuickBooks company file - ScreenshotCreate local backup of QuickBooks company file - Screenshot
Once you have the Create Backup window up on your screen, select Local Backup ad click on Options.
Change backup preferences in QuickBooks - ScreenshotChange backup preferences in QuickBooks - Screenshot
Following the Backup Options window pops through to your screen, click Browse and select an area to keep the backup copy.
Tell us locations to save your backup copies - ScreenshotTell us locations to save your valuable backup copies - Screenshot
Important: It’s recommended to not save your valuable backups in the main local drive. If you utilize a file hosting service, flash drive or any removable media, select them.

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After selecting the area, an individual will have to click OK button.
On the current page, the user has to take a look at the other available choices too. And then select the option you want. Every choice is explained further on these pages. Press OK when you are done.
Find out and work out an email associated with time and date for the file backups to look for the files. You can make use of the checkbox to limit the sheer number of backup copies and place a number to cap the number of backups created for every company. This procedure can help you significantly in saving space in disk drive.
Click on the checkbox Remind me to back up when I close my company file every time if you may wish to receive reminders for creating backups, set a frequency.
Always click on Options for verifying data before saving the changes. Skipping this step could make the backup process faster, but it is advised to allow it to make sure you receive alerts whenever damage in file is detected. Following are your alternatives:
Complete verification (recommended)
Quicker verification
No verification
Backup options in QuickBooks - ScreenshotBackup options in QuickBooks - Screenshot
The next phase is to click on Next after the Create Backup window pops-up.
After which, choose from whether or not to save your valuable backup now, schedule future backups, or both.
In the event that you select save your valuable backup now – You’ll receive a prompt to choose a location for your backup file. The backup file are going to be saved within the location you specified. Though, you may also have a choice to select a different location. Next, select Save to create the backup file.

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Save it now and schedule future backups - ScreenshotSave it now and schedule future backups - Screenshot
If you choose both Save it now and schedule a future backup or simply just the latter to save file backups when closing your file, click on the checkbox Save backup copy automatically whenever I close my company file box. You are able to decide the frequency for QuickBooks to be closed before you receive a prompt to generate a backup.
backup your company file - Screenshotbackup your business file - Screenshot
To save backups of QuickBooks company file on a group schedule, click New to set up a backup schedule. You may want to decide to give your schedule a description, specify a spot for backup, and set the days and occasions when you would like the backup to do.
When the process has ended, click OK after which Finish, and you are good to go.
QuickBooks will create a backup and schedule your future backups at precisely the same time.

Read Also: How to put up the Chart of Accounts in QuickBooks?

Method 2: Manually backing within the company file
In the event that user is comfortable in backing within the company file manually, then if so listed here steps can be executed.

To begin with, look at the File menu in QuickBooks, and then find the Switch to Single-user Mode.
Change to Single-user Mode - ScreenshotSwitch to Single-user Mode - Screenshot
After that, go on to the file menu once again after which hover within the Backup Company. Along with that, opt for the Create Local Backup option.
Create local backup of QuickBooks company file - ScreenshotCreate local backup of QuickBooks company file - Screenshot
The next thing is to deciding on Local Backup option within the window after which hit Next.
Moving ahead, the consumer has to click on Browse when you look at the Local Backup Only section, accompanied by selecting the spot to save the backup company file.

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Create Backup in QuickBooks - ScreenshotCreate Backup in QuickBooks - Screenshot
After that, set the sheer number of backups that the user wishes to help keep. It must be noted that this step is not a compulsion.
It is suggested to the user to set backup reminders using the options within the Online and Local backup section.
Now, the user needs to run a test to ensure the backup file is within sound condition before it is saved.
After which, hit OK button.
Backup options in QuickBooks - ScreenshotBackup options in QuickBooks - Screenshot
The user will be needed to select the Save it now option, together with the Next option.
Once done! you'll get a confirmation message.

Read Also: What is QuickBooks Web Connector?

Steps to Adjust the Backup settings in QuickBooks
If the user desires to find out when he/she backed within the company file, then if that's the case visit the File menu after which hover throughout the Back up Company option. From then on, an individual will see enough time and date near the top of the menu.

Adjust the Backup settings - ScreenshotAdjust the Backup settings - Screenshot
Just in case the consumer desires to change the backup preferences, then the below stated steps can work well:

To start with, opt for the File and hover over Back up Company. From then on click the Create Local Backup.
The next step is to select your options.
change the backup preferences - Screenshotchange the backup preferences - Screenshot
And also to end the procedure the consumer needs to make the changes and hit OK button.
Steps to Restore Backup settings in QuickBooks
Now that an individual has the backup associated with company file, then the user may use to bring back the QuickBooks company file. It ought to be noted that this file has a .qbb extension at the end of the file name. The purpose to be noted the following is that if the consumer keeps the backup company files on an external device or a hosting service like Box, then your user will likely be needed seriously to move them to the local hard disk first before restoring.

Read this also: just how to Fix QuickBooks unrecoverable error?

Winding up!
We hope you discover this blog post informative and helpful in creating backup for the QuickBooks desktop company file. Creating a backup associated with the company file is vital, in order to avoid any mess in future. In case you need any assistance, you can reach us on our toll-free.


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