Reliable Method To Backup Company File In QuickBooks Desktop

Are you looking for some reliable steps to Backup Company File in QuickBooks Desktop, then this blog is what you need. Backing up your QuickBooks company file helps you to safeguard your data in case your current data files get compromised. You can use these backup files to restore your data and start working normally. However, the actual process of creating the backups might be a bit tricky for you but do not worry. In this blog, we will give you simple ways to backup your data files in QuickBooks which you can follow to create the backups successfully. So, let's read the blog below.

Need help creating backups of your QuickBooks company file, then call the experts at the +1-(855)-955-1942.

Things To Consider Before Starting The QB Backup Process

You need to consider the below given two questions before you begin the backup process.

Decide whether you want to back up a local storage device, like a CD or USB drive, or to the cloud.
Do you want to back up manually, or do you want them to occur automatically?

You get both these options within the QB Desktop, but the online storage requires additional fees.

Ways To Backup Company File In QuickBooks Desktop

There are two ways to back up the company file in the QB Desktop; both these ways are described below:

Steps To Manually Backup Your Company File

You can prefer to back up your company file in the following manner:

- In the QB Desktop, go to the File menu adn then choose the option to Switch to the Single-user Mode option.
- Then, again from the File menu, click on the Back up Company option and click on Create Local Backup.
- Then, in the window that opens, select Local Backup and then hit Next.

Now in the same section, click the Browse button and choose the location to save the backup company file.

Now, you need to set the number of backups that you want to keep. Though it is an optional step, you can still do it.
After this, you need to run a test to make sure that the backup files are good in shape and then hit the Save it Now and Next buttons.

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Steps To Schedule Automatic Backups For Your Company File

You can automate the backup process in the following manner:

In the QB application, visit the File menu and then Switch to Single-user Mode.
After this, go to the File menu and go back to the Back up Company tab and click Create Local Backup.
Then, in the recent window, select Local Backup and hit Next.
Now, in the Local Backup Only section, hit Browse and choose the backup file location.
Then, in the Online and Local Backup section, complete the verification, run a test for the backup file, and hit OK.
Now, you need to click on the Save it Now and Schedule future backups options and hit Next.
If you do not want to save any backup now, click on Only schedule future backups.
Then, click on the Save backup copy automatically when I close my company file option and then select the backup frequency.
Now, to create a schedule, click the New button. Then, fill out the required data to create a backup schedule.
When all is set, hit the OK and Finish buttons to set your schedule.

Now, QB will create a backup and then schedule your future backups at the same time. It will also send you a confirmation message when it's done.

To Sum Up!

Hopefully, you will be able to Backup Company File in QuickBooks Desktop after going through the steps given above. In case of any other assistance, you can contact our experts at the +1-(855)-955-1942.