A Step-by-Step Guide to Backup QuickBooks Company File

No matter how well the software is, every application has the risk of losing data, which is why they have a backup and restore option available to reduce the risk of losing company data. And QB, you will also find a way to backup QuickBooks company file. That is why we have created this blog in order to help you backup the company file in this application. You have two ways to execute this process: the first one is about scheduling automatic backup, and the other one is about manually doing so. Dive deeper into the page and gain useful insights.

Backup QuickBooks Company File in Two Easy Steps

Consider the following steps that will help you backup QuickBooks Desktop company file. Let me take you through each step and help you implement them:

Step 1: Create a backup company file in two ways

Way 1: Schedule automatic backups

• Open the QB application and go to the File menu.

• Choose Switch to Single-User Mode.

• Go back to the File menu.

• Hover over the Backup Company and then click on Create a Local Backup.

• In the current window, choose Local Backup.

• Tap Next.

• Hover over the Local Backup Only section.

• Choose Browse and pick a location where you want to save your backup company file.

• Now, head over to the Online and Local Backup section.

• Choose Complete Verification, and it will run a test to ensure that the backup file is in good shape.

• When you are ready, choose OK.

• Tap on Save it now and schedule future backups, followed by Next.

• If you don’t want to save the backup now, choose the option that says Only schedule future backups.

• Click on Save backup copy automatically when I close my company file checkbox.

• Later, choose the number of times between backups.

• If you want to create a schedule, choose New.

• Enter the data fields to create a backup schedule.

• After scheduling, click OK.

• This may ask you to enter your Windows sign-in password.

• When the backup is created, choose Finish.

Recommended to read: How to resolve QuickBooks error 6131 0 ?

Way 2: Backup your company file manually

• Open QB and go to the File menu.

• Choose Switch to Single-User Mode.

• Go back to the File menu.

• Head over to the Backup Company option.

• Click on Create Local Backup.

• In the current window, choose Local Backup.

• Click on Next.

• Hover over the Local Backup Only section.

• Choose Browse and choose where you want to save your backup company file.

• This runs a test to make sure your backup file is in good shape before you save.

• When it is ready, choose OK.

• Tap on Save it Now, choose Next.

Step 2: Adjust your backup settings

• Choose the File and click on Backup Company.

• Click on Create Local Backup, followed by Options.

• Make the required changes and choose OK.

The Bottom Line

Throughout this blog, we explored the steps to backup QuickBooks company file. We hope that this has been helpful and easy to understand. If you have queries, don’t hesitate to consult with an expert. Dial 1.855.888.3080 and talk to a QB Pro Advisor.

You may also read: Troubled by QuickBooks Desktop Error 6000 832? Here are the Solutions