Create a Backup File A backup file contains all the elements you'll need to create your QuickBooks environment from scratch. To, complete the following steps:.
In the File menu, select Back Up Company, then Create Local Backup. Choose Local Backup. Click on the Options icon to open the Backup Options Window. Select Browse and determine where you want the backup saved. It's critical that you save the backup in a place you can access even if your physical computer is damaged. If you want to back up to a CD, insert a CD into the computer tray and select the CD drive in My Computer.
If you want to save to a flash drive or external drive, plug in the drive and select External Drive under My Computer. Click on the location you want to save the backup and select OK, then Next. Select Save It Now, then Finish. Tips. Don't leave the device with the backup file in the office.
Instead, bring it home with you every night. That way, if a fire or other disaster occurs, the device will remain intact. Restore a Backup File In the event that you lose data, you can restore your QuickBooks backup file to any computer that has QuickBooks installed on it. To a backup file, follow these steps:. Insert the device - such as a flash drive, external drive or CD - that the backup is installed on. Launch QuickBooks.
Under the File menu, select Open or Restore Company. QuickBooks will launch a restore wizard. Select Restore a Backup Copy and click Next. Under backup type, select Local Backup and click Next. When the Open Backup Copy window opens, navigate to the device that holds the backup file. Click on the backup file and select Open, then Next.
Select Save to convert and open the restored QuickBooks file.
If your backup file is not on your hard disk or in a network folder, insert the CD, USB flash drive, or other storage device in the appropriate drive. In QuickBooks, go to the File menu and click Open or Restore Company to open the restore wizard. Click Restore a backup copy (.qbb) and then click Next. Click Local backup and then click Next. Nov 21, 2016 - As a small business owner, it’s crucial to make regular backups of your QuickBooks files. In case the computer on which you have your QuickBooks installed breaks down, you can restore the data from your most recent backup to prevent any data loss. To back up your QuickBooks, take.
1Insert a blank disk/disc into the appropriate drive. You can back up to any removable disc, including flash memory devices, portable hard disks and writable CDs. However, note that Intuit (the maker of QuickBooks) recommends that you not use the QuickBooks backup command to move a backup file onto a CD. Instead, Intuit recommends that you back up the file to your hard drive and then use the Windows File Copy command to burn the file onto the disc. This workaround approach tends to solve some of the CD-writing problems people experience when backing up directly to a CD from QuickBooks.
You can back up to any fixed disk, such as your hard drive or a network disk, but the advantage of a removable disc is that you can store it in some other location. As a compromise, you can also use a network disk. You typically don’t want to use your hard drive (although this is better than nothing) because one of the disasters that might befall your QuickBooks data is a hard drive failure. You can also back up your QuickBooks files to an online storage area. 5Describe how QuickBooks should back up your data file. With the first Create Backup dialog box still displayed, click the Options button. QuickBooks displays the Backup Options dialog box, from which you specify how and when QuickBooks backs up your data file: Pick a default location.
Specify where the backup file should be located. You can do this either by entering the pathname of the backup folder in the Tell Us Where to Save Your Backup Copies box (the hard way) or by clicking the Browse button and then using the Browse for Folder dialog box that Windows displays to pick a default backup location. Fine-tune the backup operation. The Backup Options dialog box provides a few check boxes that you can use to fine-tune the old QuickBooks backup operation. The Add the Date and Time of Backup to the File Name check box, if selected, does just what it says.
The Limit the Number of Backup Copies in This Folder To X check box tells QuickBooks to limit the number of backup copies of your QuickBooks file it stores in the backup folder. The default number of backup copies kept on hand is three; that should be fine.
Specify the backup reminder rule. You can select the Remind Me to Back Up When I Close My Company File Every X Times check box to tell QuickBooks it should remind you every so often to back up. By default, QuickBooks reminds you every fourth time you close a data file, but you can replace the value in the text box to specify some other backup reminder frequency. Select a data verification option. QuickBooks provides three data verification options: Complete Verification (safe but slow), Quicker Verification (fast but not as thorough), and No Verification (saves you a bit of time now at the risk of huge problems later). The Complete Verification option is what QuickBooks recommends.
When you finish with the Backup Options dialog box, click OK and then Next. QuickBooks displays the second Create Backup dialog box.