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How to create a Quickbooks Company File Backup.

Resolved by QBA Services Team   

Update 2 days ago                                           


Steps for creating  QuickBooks desktop backup:


Backing up your QuickBooks Desktop files is an important step in protecting your financial data. Here's how you can back up your files in QuickBooks Desktop:

  1. Open QuickBooks Desktop and click on the "File" menu.

  2. Select "Backup Company" and then choose "Create Local Backup".

  3. In the "Create Backup" window, choose a location to save the backup file. You can save it to an external hard drive, USB drive, or other location. Make sure to choose a location that is easily accessible and secure.

  4. Choose the options for your backup. You can select whether to save a copy of your QuickBooks company file, transaction log file, and other data files. You can also set a backup schedule for automatic backups.

  5. Click "Next" and then choose "Save it now" to start the backup process.

  6. Wait for the backup process to complete. This may take a few minutes depending on the size of your company file.

  7. Once the backup is complete, QuickBooks will display a message confirming the backup was successful. Click "OK" to close the window.

Congratulations, you have successfully backed up your QuickBooks Desktop files! It is recommended to create regular backups to ensure that your data is safe in case of any unexpected incidents or disasters.


Quickbooks Desktop Backup Tips

  1. Backup frequency: It is recommended to create backups of your QuickBooks company file on a regular basis, such as weekly or monthly. This helps to ensure that your data is safe in case of any unexpected events or disasters.

  2. Backup location: When creating a backup of your QuickBooks company file, it is essential to save the backup file to a secure location. This can include an external hard drive, USB drive, cloud storage, or other secure location. You should also ensure that the backup location is easily accessible in case you need to restore your data.

  3. Backup types: QuickBooks allows you to create two types of backups: a full backup or a portable company file. A full backup includes all of your QuickBooks data files, while a portable company file is a smaller backup that can be easily transferred to another computer or location.

  4. Backup options: QuickBooks offers several backup options, such as scheduling automatic backups or creating backups before performing certain tasks, such as upgrading QuickBooks or importing data.

  5. Backup verification: It is important to verify your QuickBooks backup file to ensure that it is not corrupted and can be used for restoration. QuickBooks includes a built-in verification tool that can check your backup file for errors.

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