How Can You Backup QuickBooks Desktop In The Most Effective Way?

 

Are you able to backup Quickbooks Desktop? In order to prevent the unanticipated loss of your data, you must have a data backup. Does QuickBooks support this? You can automatically back up a company file on QuickBooks desktop, or you can do it manually.  

Ideally, you should have a routine backup procedure that copies your data each day. Make an off-site backup at the end of each month. Keep these monthly backups till the end of the year. Create a backup of the corporate files at the end of the year and store it off-site. In this post, you will go over a step-by-step guide on howto backup Quickbooks desktop files.

 

How can you backup QuickBooks desktop files automatically?

 

There are two automated file backup processes in QuickBooks. In the first approach, you can choose to create a backup of your file when you close it. You can control how frequently QuickBooks creates backups. QuickBooks saves this backup file to your hard drive in a folder called "Auto Backup" within the QuickBooks directory. 

The second approach enables you to plan an unattended backup. You do not even need to be at your computer or working in QuickBooks to accomplish this. Only local or network hard drives are capable of holding this backup file. A scheduled backup must be completed with the company file closed.

 

Steps For Automatic Backup When Closing A File:

·         Select Back Up in the File menu

·         To schedule a backup, select that tab.

·         Select each option that says "Automatically backup when closing data file."

·         Type in the proper backup frequency.

·         In the QuickBooks Backup windows, make the required settings.

·         Input OK.

 

Steps To Automatically Schedule Unattended Backup:

·         Select Back Up in the File menu.

·         On the Schedule Backup tab, click.

·         Select "New" from the menu.

·         Make the necessary choices in the Schedule Backup window.

·         To save the updated schedule, click OK.

 

How do you manually back up the files on your QuickBooks desktop?

 

You have the choice to manually do the task in addition to setting up an automatic backup for company files in QuickBooks. Follow the procedure below in order to manually backup a company file.

 

Steps To Make A Manual Backup Of The Company File:

·         Pick Back Up from the File menu.

·         On the Company Files tab, click Back Up.

·         Click the Browse option to rename the file and specify where the backup is stored 

·         Select Save.

·         You can choose other options from the BackUp Options section.

·         Press the OK button in the end.

 

Final Thoughts 

In order to establish a backup for your company files on QuickBooks desktop without any restrictions, follow these steps. You can choose to use an automated backup system or a manual one. You can backup QuickBooks desktop files to spreadsheets or a data warehouse to get your data in a universally usable format. If you are having trouble backing up your QuickBooks desktop, you can receive professional help from their customer support staff.