How to Back up Your Company File In 6 Easy Steps

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Back up company files


If you have been a frequent QuickBooks accounting software  Consumer then you surely know the value of the company file.  Tons of errors will eventually distort your company file and you lose important data. To save you time, Intuit has come up with a remedy which is nothing but backing the company file.  Creating a backup of the Company file is one of the important steps that the consumer needs while using the accounting software.  So how to create this backup?  Don’t worry about that as we have created this very blog for you to offer you the solution on Quickbooks backup of company files.  If you have a question that you need answers to. Then don’t hesitate to reach out to us at our customer support number. We would like to offer you a  definite quick solution. You can also check out our quick book tools hub for information related to backups & installation of new and existing software.

Steps to Create a Company File Backup

The steps to create a company file backup are the following. The following steps you must take are  listed here:

  Step 1: Set up Automatic Quickbooks Backup

  • First, open the file menu and go for single-user mode.
  •  Just save a copy or backup company and create a local backup.
  • Now,  go for a backup copy as an option.
  •  Select options to set backups as defaults
  •   Note the date & time of the file backups to determine the file. Also, limit the number of created backup copies and put a cap on it.
  •  Click on the checkbox to be set as a reminder for backup backup whenever files are created.
  •  Before saving changes cross verify the data by clicking on the option as a user.
  •  Go to location to store a copy in case a window option appears by clicking on browse.
  •  Click on the option to change the location and click on the next tab.
  • Click on the save it now option to create a  scheduled backup for the future.
  •  Choose the option that states to save a backup copy on its own when a company file is created every time.
  • Click on the finish option.

Step 2: Create Scheduled Quick Books Backups

All you have to do is open a file and just click on save copy or backup.

  •  A backup wizard on your screen will pop up. 
  • Now, after  this step, Click on the backup copy option and click on the next tab option visible to you
  • Go for the options tab set backup as a default and click on the next tab option.
  •  Now, click only on the option popping up as schedule future backups and go to the next tab.
  • Go for the option listed as a backup on a schedule section and click on it.
  •  Write a description of the scheduled backup you are creating. 
  • Look for folders where want to save your backup copies.
  • Opt on the number of backup replicas to keep the checkbox also type a number.
  •  You can store passwords for Windows by clicking on the option store password.
  • Type in the login info that you need. 
  • And also select the date, and weekly frequency for the backup.
  • Just click on it and you have a green light waiting for you.

Step 3:  Set Up QuickBooks backup Reminders

Now, you can set up the backup reminders by this method here.

  •  Start the process by going to the file menu 
  •  Selecting copy or backup
  •  Clicking on the next option
  •  You’ll come across a pop-up asking for the location to save the files, and to cross-check and save it afterward.
  • Select the option that says Remind me to backup while frequently closing data and give a number that you might need later.
  • Opt for the add time and date of the backup to the file name box and click on the ok tab.

Step 4:  Manual  Company Backup

Now, you can manually set up backups by this process

  • Go to the file menu, and switch to single-user mode.
  • Return to the file menu and hover over the backup Company. 
  • After this, go to the Create local backup option and click on it.
  • Just go for the local backup option and click on the next possible option. 
  • Now choose the day for your backup option in the local backup section and select a location for saving the backup in a safe place.
  • Just keep track of back reminders using the alternative options in online and local backup mode.
  • Set the number of backups you might want to keep here. 
  •  Run a test to ensure that your back is in good condition. 
  • Click the OK tab button.
  • Just check that you have opted for the save it now option and click on the next option. 

 Step 5:  Adjust the Backup Settings

 To know when you last backed up the company file, just ensure to navigate the file menu and backup company. it will show the date and time option in no time. 

 To change your backup preference follow this step.

  • Just start off by opting for the file and move towards the backup company option.
  • Click on the Create local backup option.
  • Now after this step, opt for the options tab. Click OK, after selecting your choice.
  • Keep a backup company file that you might need to restore the QuickBooks Company file.
  • This file will have a.qbb extension at the end of the file name.
  •  In cases where you keep the company file on an external device or hosting service like Box then you’ll have to first transfer them to a local device for restoration of the company file. In case where QuickBooks finds a replica of the company file in the folder of the same name then QuickBooks asks for a file to be replaced. In cases, like these, it’s best to avoid replacing the existing file as it might get erased in the process.

Step 6: Make use of the Express start method

Learn how to use the express start method with the help of the following steps listed below. 

  • Start by creating a company file and then click the express start.
  • Enter the given information in QuickBooks Setup.
  • Opt for the option that is listed as Help me choose to see a description for every business type.
  • Recreate chart of accounts that will be created as per industry.
  • Now, You have to click on the option listed to create a company
  • Create a chart of accounts, customers, and services, after you create the company file.
  • Now, all you have to do is to choose the starting option.
  •   Make Sure You Restore the backup settings in Quickbooks. After you have the backup of your company file, you can make a restoration of your QuickBooks Company file. The file will have a .qbb extension next to your name. Make sure not to keep your backup on an external device or any hosting service then you’ll have to move them to a local hard drive first before you restore the QuickBooks files which is a pretty easy job.

So, now you know the importance of the company file. In this blog, we have offered a solution in which you can back up the company file for QuickBooks. Just in case, you need any technical help. Feel free to reach out to our customer support number. We would be ready to help you sort out your Quickbooks-related doubts. 


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