How to Upload a Quick Book Backup File

Learn how to back upwardly your bookkeeping data in QuickBooks Desktop.

Want to make a fill-in of your company file? Create a fill-in company file. Call back of information technology equally a save point for your accounting data. If y'all e'er run into problems, you can use your backup to restore your data.

Hither's how to schedule automatic backups or support your files manually.

Step 1: Create a backup company file

Backup company files save everything currently in your company file. This includes your bookkeeping data, templates, letters, logos, images, and related files (QuickBooks Statement Author, Cash Flow Projector, Business concern Planner, and Loan Manager). Even so, it doesn't back up your payroll forms. We'll show you how to do that later on.

At that place are ii ways to back up your data. You can either back up your information automatically or do them manually.

Schedule automatic backups

Instead of manually backing up your company file, allow QuickBooks do information technology automatically.

1. In QuickBooks, go to the File menu and select Switch to Single-user Manner.
2. Go to the File bill of fare once again and hover over Back up Company. And so select Create Local Backup.
3. In the window, select Local Fill-in and and then Next.
4. In the Local Backup Only section, select Browse and select where you lot want to save your backup visitor file.
5. Set the number of backups yous want to continue. This is optional.
   

   Tip: No demand to pencil information technology in on your calendar. Utilise the options in the Online and Local Backup section to prepare backu reminders.

6. In the Online and Local Fill-in section, select Complete verification. This runs a exam to make certain your backup file is in good shape before you lot save.
7. When you're prepare, select OK.
8. Select Salve it now and schedule future backups and thenNext. Or if y'all don't desire to relieve a backup now, selectOnly schedule futurity backups.

   

9. Select the Save backup copy automatically when I close my visitor file checkbox. Then select the number of times between backups.
10. To create a schedule, select New. Fill out the data fields to create a backup schedule. Y'all tin can set a specific time or day of the week.

    

11. Afterwards yous set your schedule, select OK. QuickBooks asks you to enter your Windows sign-in countersign. This gives QuickBooks permission to run the scheduled backup.
12. When yous're ready to create your backup, select Finish.

QuickBooks creates a backup and schedules your future backups at the same fourth dimension. When information technology'southward done, you get a confirmation message.

Dorsum up your visitor file manually

If you adopt, you can back up your company files yourself anytime.

1. In QuickBooks, go to the File carte du jour and select Switch to Unmarried-user Mode.
2. Go to the File card again and hover over Back up Company. Then select Create Local Fill-in.
3. In the window, select Local Backup and then Side by side.
4. In the Local Backup Just section, select Browse and select where y'all want to salve your backup company file.
5. Set the number of backups you want to continue. This is optional.
   

   Tip: No demand to pencil information technology in on your agenda. Use the options in the Online and Local Backup section to set backu reminders.

6. This runs a test to make sure your backup file is in adept shape before you save.
7. When you're set up, select OK.
8. Select Save it now and Next.

QuickBooks creates a unmarried backup company file. When it's washed, yous get a confirmation message.

Back upwardly your payroll forms

QuickBooks doesn't automatically support your payroll forms. In that location are a few ways to save them. You tin print copies and save them to your hard drive. If you use QuickBooks Enhanced Payroll, you can save them as PDFs.

If you need your accountant to edit payroll tax forms y'all've started, send the folder that contains all of your saved payroll forms.

1. Open up the Windows Starting time menu.
2. Search for and open File Explorer.
3. Browse your calculator for this binder: [your company name] Revenue enhancement Forms. This binder has all of your payroll data.
4. Save the unabridged folder and send it to your auditor. You'll likewise need to transport them your backup visitor file.
5. Your accountant needs to put the Tax Forms binder in the aforementioned folder as your visitor file after they restore it.
6. When they're done reviewing, ask them to re-create and ship the Tax Forms binder back to you. Follow the same steps on your calculator to open upwardly the updated forms.

Step 2: Conform your backup settings

Want to encounter when you last backed up your visitor file? Go to the File menu and hover over Back up Visitor. You lot'll see the time and date at the elevation of the menu.

If you want to change your backup preferences:

1. Select the File and hover over Support Visitor. Then select Create Local Fill-in.
2. Select Options.

   

3. Make your changes and select OK.

Next steps: Restore your backup

Now yous have a backup company file you can use to restore your visitor file . This file has a .qbb extension at the finish of the file proper noun.

Important: If you keep your backup company files on an external device or a hosting service like Box, yous'll demand to move them to your local difficult bulldoze first before you lot restore.

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Source: https://quickbooks.intuit.com/learn-support/en-us/help-article/back-data/back-quickbooks-desktop-company-file/L9qYBI54v_US_en_US