Backups of your QuickBooks file are essential to keep your company file safe. Follow these steps to create a backup, schedule an automatic backup and schedule online backups.

To create a backup of your company file:

  • Click File on the top menu bar.
  • Select Create Local Backup.
  • Select Local Backup, then Next.
  • Browse to select where you want to save the file.
  • Click Ok and Save.

You can also schedule automatic backups to occur on a regular basis. To schedule automatic backups of your company file:

  • Click File on the top menu bar.
  • Select Create Local Backup.
  • Select Local Backup.
  • Select Schedule Future Backups.
  • Select New to create your own schedule. You can schedule a backup each time you close your company file or you can create a schedule.
  • To create a schedule:
    • Create a name for your scheduled backup.
    • Browse to the location where you want to store your backups.
    • Select the number of backup copies to keep. QuickBooks will then delete the older backups. Keep this number low so they don’t consume too much of your computer space.
    • Select the frequency and when you want your backups to run.
    • You will need to setup a password to secure your backup schedule.

By selecting Online Backups, you can also select QuickBooks to save your backups for you. There is a monthly fee for this service. Select Online Backups to find additional information about this service.

Remember, in case of a disaster, backup your QuickBooks on an external drive (i.e. a jump drive) and save it off site.

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Renee Kabat
I joined the Hawkins Ash CPAs La Crosse, WI office in 2012. As an associate, I process payroll, payroll taxes, quarterly tax filings and financial statements. I am a QuickBooks Certified ProAdvisor and provide QuickBooks support to new and current clients.

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