A Comprehensive Guide to Backup QuickBooks Desktop

For you QuickBooks users, taking regular backups is regarded as best practice. Because you always have a recent copy of your company's data that you can restore in the event of unintentional data loss, regular backups guarantee data safety. 

From the perspective of data security, QuickBooks is the perfect accounting program because of features like automated backup, data verification before backup, and reminder setup. 

In this post, we'll go over how to back up company files in QuickBooks Desktop, along with other important details that will help you protect your data from any threats.

Although backing up company files is a straightforward process, mistakes can occasionally make it even more difficult. Speak with our +1(855)-738–0359 experts to avoid any obstacles when backing up the company file!

What Do You Get in the QuickBooks Backup File (.QBB)?

Everything currently in the company file is captured when you run a backup in QuickBooks. Letters, logos, images, templates, accounting data, and other QuickBooks-related files (such as Loan Manager, Cash Flow Projector, Business Planner, and QuickBooks Statement Writer) are all included in this data. 

When needed, all of this data can be recovered and kept safe. Additionally, you should be aware that your payroll forms are not backed up in the backup company file. But there are a few ways to support them, which we have covered in more detail in this post.

The following two techniques for backing up company files in QuickBooks Desktop will be covered in this article.

• Set up automated backups

• Protect your business

Method 1: Using QuickBooks Desktop to Schedule Automatic Backup

You can let QuickBooks backup your company file automatically to save yourself the trouble of doing it by hand. To accomplish this, take the actions listed below:

• First, launch the QuickBooks application. Next, select the Switch to Single-user Mode option from the File menu

• Once more, select the Create Local Backup option from the File menu by hovering over Back up Company

• Click Next after choosing Local Backup in the resulting window

• Next, you can choose where you want to save your backup company file by selecting Browse in the Local Backup Only section

• You can also specify how many backups you wish to maintain, if necessary

Note: Rather than scheduling backup reminders on your calendar, you can experiment with the options in the Online and Local Backup section

• Additionally, from the Online and Local Backup section, choose Complete Verification. Before you save it, it will perform a test to make sure your backup file is in good condition

• Click OK when your backup file is ready

• To schedule future backups, click Save it Now. Then, click Next. On the other hand, choose Only schedule future backups if you wish to save it for later

• Then, when I close my company file checkbox, it will automatically mark the Save backup copy. Choose the interval between backups as well

• Click New if you wish to make a schedule

• You must fill out the data fields in order to create a backup schedule.  You can specify a specific day of the week or time

• As soon as you have set the schedule, click OK. When prompted, enter your Windows sign-in password to allow QuickBooks to perform the scheduled backup

• Finally, click Finish when you're prepared to fix QuickBooks Scheduled Backup Not Working

After you finish this, check whether the issue has been resolved or is still present in your software. If yes, proceed to the next step.

Method 2: Manually Backing up the Company File

The steps listed below can be used when you wish to manually make a backup of the company file in QuickBooks Desktop:

• Launch the QuickBooks app, then choose the Switch to Single-User Mode option from the File menu

• Next, select Create Local Backup by hovering over the Backup Company option in the File menu once more

• Click the Next button after choosing the Local Backup option in the window that now displays

• To choose the location where you wish to store your backup company file, click the Browse option in the Local Backup Only section

• You also have the option to specify how many backups you want to retain in this window. This is entirely optional, though

• Before you save your backup file, QuickBooks will perform a test to ensure that it is error-free and in good condition. When you are finished, click OK

• Next, select Save it now and Next

• You will get a confirmation message and a single QuickBooks Automatic Backup Not Working when the process is finished

Also read about:- How To Fix QuickBooks Error 1904???

Conclusion

The earlier procedures should have helped you backup your company file in QuickBooks Desktop. However, if you find the backup process complicated or would like professional assistance, we advise you to contact our QuickBooks experts by calling the Toll-free Number +1(855)-738–0359!

FAQs on Backing Up QuickBooks Desktop

How Can I Back Up My QuickBooks Desktop Company File?

• To back up your QuickBooks Desktop company file, open QuickBooks and go to the "File" menu. Select "Backup Company" and then choose "Create Local Backup." Follow the prompts to save your backup file to a secure location such as an external drive or cloud storage.

Why Is It Important to Back Up QuickBooks Desktop?

• Regular backups protect your financial data from accidental loss, system crashes, and malware attacks. In case of a system failure, having a recent backup ensures you can restore your data without any disruptions to your business.

Where Should I Store My QuickBooks Backup Files?

• It is recommended to store backup files on an external hard drive, cloud storage, or a secure network location. Avoid saving them only on your local computer, as hardware failure or data corruption can result in permanent loss.

How Often Should I Back Up My QuickBooks Data?

• Daily backups are ideal, especially if you make frequent changes to your financial records. QuickBooks also allows you to schedule automatic backups to ensure your data is consistently protected.

What Should I Do If My QuickBooks Backup Fails?

• If your backup fails, check if there is enough storage space on the destination drive, ensure that QuickBooks is updated, and verify that security software is not blocking the backup process. Running QuickBooks as an administrator can also help resolve backup issues.

Can I Restore a Backup File to a Different Computer?

• Yes, you can restore your QuickBooks backup file on a different computer. Copy the backup file to the new system, open QuickBooks, go to "File," select "Open or Restore Company," and choose "Restore a Backup Copy" to complete the process.