QuickBooks is one of the most reliable Accounting and Financial Management software out there as suggested by Bookkeepers and Accountants from all over the world. Even though it is highly reliable and error-free, we recommend that you create a QuickBooks Backup file every now and then.

8 Easy Steps to Create Backup of QuickBooks Company File

How often should you take a backup of your QuickBooks?

We highly recommend that you create a backup at the end of every day if it is possible.  Businesses that are lacking in the practice of regular backup creation may fall prey to data damage or corruption and will lose their data. Let’s for the sake of argument say that you lose data due to unforeseen circumstances. How much data can you afford to lose and are you willing to spend time, energy and resources in re-creating all that data again? If you take a backup of your company file every week then you will be able to recover all the data from the previous data. The damage done will be far less.

Dial the toll-free QuickBooks Support Phone Number +1-888-557-6950 if you need any help with data backup or if you need to recover your data.

What is the best way to backup QuickBooks?

The Intuit Certified QuickBooks ProAdvisors of 247phonenumber recommend these easy steps if you want to create a backup file.

  1. First, you need to switch to Single User Mode.
  2. Go to File and then click on Switch to Single-User mode.
  3. Go to QuickBooks File Menu > Backup Company and choose to Create Local Backup.
  4. On the new window that opened on your screen choose Local Backup and then click on the Options button.
  5. Click on Browse and choose a QuickBooks Backup File Location where you want to save the file and then click on Ok.
  6. You will be getting a Backup Options window on your screen. Explaining all the options in deep below:

o    Click on the Add the data and time of the backup to the file name (recommended).

o    Click on Limit the number of backup copies in the folder to and enter a number if you want to limit the number of backups file created for your company file.

o    Click on “Remind me to back up when I close my company file every” and enter a number that suits you.  You will be getting a reminder to create a backup and the frequency will be equal to the number you entered.

o    Choose an option if you want to check if the company file that you are taking a backup of is safe or not.  We recommend choosing the option “Complete Verification”.

  1. Select Next in the Create Backup tab.
  2. You can decide whether you want to create the backup file now or want it to schedule for a time in the future.

What Happens If You Chose To Save It Now?

If you click on Save It Now button then you will be prompted to select a location for saving the file on your local storage device. If you do not select any location, it will be saved in the default location which is the location where you last saved your file. You can also choose to save it a new location as well. Click on Save to create a backup of the Company file for your QuickBooks version.

What Happens If You Chose to Save It Now And Schedule Future Backup or Only Schedule Future Backups?

If you want to save the backups when you exit your QuickBooks Company file, click on “Save backup copy automatically when I close my company file”  box to select it. It is possible to select how many times QuickBooks must be exited before you get the message on your screen to save a backup.

If you want to save QuickBooks backups automatically and on a schedule then click on “Set a schedule”. Now, click on the New button if you wish to set up a backup schedule. You will be getting several fields on your screen like Description, QuickBooks Backup Location, Number of Backup Copies to Keep, Start Time and Days. Fill up the necessary information and then click on OK to save the settings.

Frequently Asked Questions Related to QuickBooks Backup

Q1. Does QuickBooks automatically backup?

A1. Yes, it is possible to configure your QuickBooks to automatically create a backup when you have closed your QuickBooks Company Data file a specific number of times. For example, you can set up your QuickBooks to automatically create a backup of the company file when you have closed your QuickBooks 5 times.

This is how you set up automatic updates on your QuickBooks:

  • Navigate to File menu > Save Copy or Back Up.
  • In the new window choose Backup Copy and select Next.
  • Choose Change Location or Use this Location.
  • Select Next.
  • Select Save it now and schedule future backups or Only schedule future backups, and then click on Next.
  • Choose the Save backup copy automatically when I close my company files every [number] times box.
  • Provide a number in the space, and then choose Finish

Q2. How do I send a QuickBooks backup file?

A2. Go to the Location where you saved the backup file. Right-click on the file and choose Copy and then paste the file on to a removable storage device such as a thumb drive or CD. You can also Email your backup file to somebody by attaching the backup file as an attachment to your Email.

Q3. Can you backup QuickBooks to Onedrive?

A3. Quite a few businesses that have gone ahead and tried to share their QuickBooks company Data file via OneDrive has found that it is not great a medium to share the Backup file.

We do not recommend using OneDrive to share or save your QuickBooks Company Data file.

In fact, a noteworthy number of these businesses have had the first-hand experience in dealing with the errors or issues that resulted in their QuickBooks files getting damaged or ending up in a “conflicted” state, making them unusable for some period of time because they shared their data file from OneDrive. In a few cases, these businesses were not able to use their QuickBooks because their data file was so severely damaged that it could not be repaired. If you are in such a situation then we highly recommend that you get in touch with the QuickBooks Data Recovery Team by dialing the toll-free QuickBooks Tech Support Phone Number +1-888-557-6950.

Repairing the data file requires some time and the amount of time depends on the size of your Company Data file and the percentage of the data file that is damaged.

Q4. Can QuickBooks create a backup without setting options every time?

A4. QuickBooks is capable of creating a backup file automatically once it is set up to do so. We have explained the steps involved in setting up your QuickBooks to do automatic backups of the data file in the very beginning of this article. If you need any help with backing up your QuickBooks Company file then dial the toll-free QuickBooks Support Phone Number.

Q5. Can QuickBooks merge a backup into another file?

A5. It is not possible to merge two backup files into one. However, if you need to exchange data with your accountant, then you should choose to do so by using the Accountant’s copy instead.

Q6. What gets saved in a backup?

A6. A backup file comprises of all the data that is in your QuickBooks Company file and it can be easily used to re-create your company file and also templates, letters, logos, and images associated to your company file. The Backup file will also contain your QuickBooks Statement Writer, Cash Flow Projector, Business Planner, and Loan Manager files if you were using these features. QuickBooks backup file extension is .qbb.

Q7. Can QuickBooks back up or restore data for a specific date range?

No, everything inside your QuickBooks Company file will be included in the backup file within that backup date range.

Q8. Can QuickBooks back up multiple company files at one time?

A8. No, the backup file is only created for the file that is currently open on your QuickBooks. If you want to create a backup of other company files then you will have to repeat the same steps for every company file. Open QuickBooks and the Company file that you want to create a backup of and then go to file. Choose to Create a Backup for that Company file.

Q9. Do payroll tax forms get saved with backup?

A9. Payroll Tax forms are not included in the backup file.

Q10. What is the purpose of the QBBackupTemp folders?

A10. The QBBackupTemp folder is a temporary folder that is automatically deleted once the backup process is completed. This folder acts as a holding area for QuickBooks file components during the QuickBooks Backup (.QBB) file preparation process.

Q11. Can the QBBackupTemp file be deleted?

It is possible to delete the QBBackupTemp file and these files are located at C:\Users\Public\Documents\Intuit\QuickBooks\Company Files. These files can be deleted as they do not affect your QuickBooks.

Tech Support Services for QuickBooks Backup, 24×7

You should be able to create a backup file for your QuickBooks Company data file by following the steps that we have mentioned in this article. All the steps that mentioned here are recommended by Intuit Certified QuickBooks ProAdvisors. If you need any help with creating a backup for your Company data file or if you are encountering any error while doing so then dial the toll-free QuickBooks Tech Support Phone Number +1-888-557-6950 and talk to the QuickBooks Experts.

You can also use the Live Chat Support on our website to get for creating a backup file. All you have to do is open our website and click on the live chat support button on the bottom-right corner of the screen. Fill up the form and then click on Send. We will contact you in the minimum time possible.

8 Easy Steps to Create Backup of QuickBooks Company File

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