Data is the most important asset for any institute or organization. A regular backup of your business data not only helps to prevent data loss but also reduces downtimes and ensures business continuity. QuickBooks company file keeps all your data safe and secured to a great extent. If you open QuickBooks on a regular basis, it becomes essential to create a backup so that you can restore it.
This also ensures that you must always have a recent copy of your critical accounting records to avoid sudden data loss. QuickBooks makes it easier with the options, including setting the reminder frequency for backups, formatting each floppy disk during backup, verifying data integrity, and scheduling backups at set intervals. Hence, it is required to backup QuickBooks Desktop Company file at regular intervals. This helps you restore it in a few clicks if the company files get corrupted or accidentally deleted.
Why is it necessary to have QuickBooks Desktop Backup?
There are multiple possible scenarios when the user may require Backup QuickBooks Desktop Company File and move them to a different location. A few of these instances are:
The system running the QuickBooks products may have crashed.
You need to undo some recent changes on your company data file.
You have purchased a new system and wanted to transfer your QuickBooks product to the new computer.
You are required to share your company file or related data with another device.
You want to confirm that the data remain safe even if it gets damaged, lost, or somehow tampered.
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How to Backup QuickBooks files?
Are you also the one who doesn’t know how to backup QuickBooks Desktop Company File? Backing up company files stores everything that is present in the company file at a particular moment. It saves accounting data templates, letters, logos, images, and various other related files. It must be noted that it doesn’t back up the payroll forms. There are two easy ways to generate backup of your data. Either you can do it manually or automatically as well. Here’s how:
Step 1: Schedule Automatic Backups
To start off, navigate to the File menu and select Switch to Single-user Mode in QuickBooks.
Now, hover over Back up Company and then choose to Create Local Backup.
Click on Local Backup under the Window and press Next.
After that, tap on Browse in the Local Backup Only section and decide where you want to save your backup company file.
You have to set the number of backups you want to keep. This is optional. Tip: you don’t need to pencil it in your calendar. Just use the options in the Online and Local Backup section to set backup reminders.
Furthermore, choose Complete verification from the Online and Local Backup section. This will run a test to ensure your backup file is in good shape before saving it.
Once you’re ready, hit the OK tab.
Click on Save it now and schedule future backups, then press Next. Or, if you don’t wish to save a backup now, select Only schedule future backups.
Next, you need to tickmark the checkbox Save backup copy automatically when I close my company file.
Later choose the number of times between backups.
To create a schedule, press New. You need to fill out the data fields to create a backup schedule. Also, set a specific time or weekday.
When you set your schedule, click OK. Later, QuickBooks asks you to enter your windows sign-in password. This will give QuickBooks permission to run the scheduled backup.
The final step is to tap on Finish as soon as you create your backup.
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Step 2: Back up your company file Manually Backup your company file
In the beginning, go to the File menu and choose Switch to Single-user Mode.
Head to the File menu again and then select Back up Company. Then click on Create Local Backup.
Now, you need to select Local Backup and hit the Next tab.
Under the Local Backup Only section, tap on the Browse option, and also decide where you want to save your backup company file.
After that, set the number of backups that you want to keep. And always remember that this step is not mandatory.
It is recommended to set backup reminders using the option in the Online and local backup sections.
Next, run a test to ensure that your backup file is in good shape.
Once done, you need to press the OK button.
At last, click on Save it now and then hit Next.
Wind-up!
Are you still unable to understand how to backup QuickBooks Desktop Company File? Don’t worry; here’s the solution for you. Backing up your company file on a regular basis is important to avoid sudden data loss. However, if it is challenging for you to do so on your own, then feel free to throw your query at our Toll-Free number +1-(855)-955-1942 and get quick or better assistance in one go.
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