Backup of the QuickBooks Company Files
A business should frequently be moving and never stop in any situation. Creating backups of the company files on a regular basis is a crucial activity that every employee in an organization should do. Backups are really helpful in times of adverse situations such as when all the data of the company is lost or some important file goes missing.
QuickBooks allows users to create a Backup and Restore Data files of all your company files. As in the unforeseen circumstances, you will have all your company data secure. Losing the company data and information will paralyze the business. In other words, the company data is the backbone of the business.
The company data include your accounting data, newsletters, images, articles, logos, templates, and other related files. But, keep in mind that the QuickBooks backup feature doesn’t allow the backup of payroll forms. QuickBooks users find it difficult to Backup and Restore QuickBooks Data Files.
It is recommended that the employees should create a backup of the company files on a monthly basis. To clarify, make regular monthly data backup and at the end of the year, combine all the monthly data in a single folder, for example, ‘Backup of the Year 2020’.
How To Create a Backup File in QuickBooks Online?
The following are the steps that help in creating the backup file in QuickBooks Online:
Manual Backup Method
In this method, you are required to manually backup the company files. Follow the steps given below:
- Open your QuickBooks account.
- Go to the ‘File’ menu.
- Select the ‘Backup’ option.
- Choose the ‘Backup Company File’ tab.
- After that, select the ‘Browse’ option.
- Click the ‘Save and Close’ option.
- Click ‘Ok’.
Automatic Backup Method
This method will automatically backup your company data files. Given below are the steps that you need to follow for QuickBooks Backup Automatically:
- Open your QuickBooks application.
- Go to the ‘File’ menu.
- Select the ‘Schedule a Backup’ option.
- Checkmark the box of ‘Automatically Backup When Closing Data File’ option.
- After that, enter the accurate backup frequency.
- In the QuickBooks Backup Window, choose accurate selections.
- Click on the ‘Save and Close’ options.
Scheduling Unattended Backup Method
- Proceed to the ‘File’ menu.
- Select the ‘Backup’ option.
- Choose the ‘Schedule Backup’ tab.
- After that, click on the ‘New’ button.
- You are required to make accurate selections from the window of ‘Schedule Backup’.
- Click ‘Save’ to save all the recently made changes.
Adjusting Your Backup and Preference Settings
The following are the steps to adjust the backup and preference settings of your QuickBooks:
- Open your QuickBooks account.
- Proceed to the ‘File’ menu.
- Move to the ‘Backup Company’ option.
- Your screen will display date and time on the top.
- Choose the ‘Files’ option.
- Select the ‘Create Local Backup’ option.
- Choose your preferred options.
- Lastly, click on the ‘Save’ option to save all your recently made changes.
How To Backup QuickBooks To Flash Drive?
The following are the steps to backup QuickBooks company files to the flash drive:
- Firstly, you are required to insert your flash drive into your computer.
- Open your QuickBooks application.
- Go to your company files.
- Choose the ‘File’ menu, and choose the ‘Create Backup’ option.
- Click on the ‘Local Backup’ option.
- After that, select your preferred options.
- Now, move to the folder where you want to save your QuickBooks backup file in your system.
- Click the ‘Save the Backup’ option.
- Choose the ‘Ok’ option.
Restoring the QuickBooks Company Files by Using the Flash Drive
The following are the steps to restore the company files of QuickBooks by using the flash drive:
- Firstly, you are required to insert the flash drive into your computer.
- Move to the ‘File’ menu.
- Choose the ‘Open or Restore Company Files’.
- This will open the ‘Restore Wizard’ window.
- Now, select the ‘Restore a Backup copy’ option and click the ‘Next’ option.
- After that, choose the ‘Local Backup’ option.
- Click ‘Next’.
- You are now required to open the ‘Open Backup Copy’ window.
- From the drop-down arrow, ad click on the location where you have previously saved your backup company file.
- Choose the backup file.
- If you are not able to find the backup file, look for the file with .qbb extension at the end of the file name.
- After that, open the backup file.
- Click the ‘Next’ option.
- Move to the location where you want to save the backup file.
- Click on the ‘Save’ option from the drop-down arrow.
- Choose the backup file.
- Click on the ‘Save and Close’ option.
Also Read: QuickBooks Error 6000 83
How To Restore a QuickBooks Backup File?
Follow the steps to restore a backup file in QuickBooks:
- Open your QuickBooks account.
- Proceed to the ‘File’ menu.
- Choose the ‘Restore’ option for opening the restore wizard.
- Select the ‘Restore a backup copy’ option or .qbb file.
- Click the ‘Next’ option.
- Select the ‘Local Backup’ option.
- After that, click the ‘Next’ option.
- Your screen will display the ‘Open Backup Copy’ window.
- Now, from the drop-down arrow, move to the destination of your saved backup files.
- Search for the QuickBooks Backup files extension.
- If you are not able to find, simply look for the file with .qbb extension.
- Choose the backup file.
- Click to open the file.
- Choose ‘Next’.
- From the drop-down arrow, move to the location where you want to save your QuickBooks backup files.
- Click on the ‘Save’ option.
- You might get pop-up messages from QuickBooks, click ‘Ok’ to all of them.
In some cases, there are existing backup files with the same name. If that happens, simply change the name of the backup file. QuickBooks will show you the message if there is an existing file in the folder with the same name. On the other hand, you can save the backup file to another folder if you don’t want to change the name of the file.
In Conclusion:
Hopefully, the above-given information is useful for you to get rid of this problem. But if you are still facing any issues with your software and need professional assistance, regarding accounting, bookkeeping & accounting software-related issues then feel free to get in touch with Certified Experts at +1-860-325-4922. The USA-based ProAdvisors will provide all sorts of assistance related to the software 24/7.
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