You can save backup copies of your QuickBooks company file to protect against accidental data loss. Backup copies are important insurance- if you lose data for any reason, you can using your backup copy. If you do not have a data backup solution, QuickBooks offers multiple products with an automatic data backup and recovery feature. To discuss if these products are right for you, please contact our sales team at 888-566-4671. If your company file is synced with Intuit online services using Intuit Data Protect, refer to If you need to email a copy of your company file, see. Perform these to back up your company file:.
Switch to single user mode. ( File Switch to Single-user Mode). From the QuickBooks File menu, select Backup Company then Create Local Backup. On the Create Backup window, select Local Backup then click the Options button. On the Backup Options window that appears, click Browse and select the location for the backup copy. NOTE: It's a good idea to save backups somewhere other than your main local drive in case of a system failure. If you have a file hosting service (such as DropBox), flash drive or other removable media, you may want to select it here.
QuickBooks will then create a.qbb file. You can then click “Show File in Finder” to locate the file on your Mac. On the Windows computer. In QuickBooks for Windows*, choose File > Open or Restore Company. Choose Restore a backup copy and follow the onscreen prompts. When asked to update the file, mark the checkbox and click Update Now. When backing up in QuickBooks Desktop for Mac, it creates a disk image (.dmg) file. Each disk image that QuickBooks creates includes a copy of your company file and Attached Documents Library (If you use and choose to back up your attachments).
When you have chosen, click OK. Look over the other options on this page and select any that you like. Each option is explained in detail below. Click OK when you're done. Check the Add the date and time of the backup to the file name (recommended) to make it easier to distinguish between backup files. Check the box Limit the number of backup copies to this folder to and enter a number if you want to restrict the number of backups created for a single company.
This can help save hard drive space. Put a check mark on the box Remind me to backup when I close my company file every times and set the frequency if you would like to receive a regular backup reminder. Select options for verifying data when you save. Skipping the verification makes the backup process faster, but we recommend leaving it enabled so that you will be alerted if any damage is detected in your file.
Your options are:. Complete verification (recommended). Quicker verification. No verification. In the Create Backup window, click Next. Choose whether to save your backup now, schedule future backups, or both.
To save backups when you close your file, put a check mark on the Save backup copy automatically when I close my company file box. You can also choose how many times QuickBooks must be closed before you are prompted to make a backup. To save backups on a set schedule, click the New button to set up a backup schedule.
You can give your schedule a description, specify a backup location, and set the options for what days and times the backup should be performed on. Click OK once you're satisfied. Click Finish when you're done. The Windows user does not have delete permission on the file location. Windows will allow QuickBooks to create the temporary folder but won’t allow it to be deleted. If needed, please contact your system administrator to delete the QBBackupTemp folder or add Windows (user or folder) permissions.
This is a temporary folder that should get deleted automatically when the backup is completed. In some specific backup error cases, the temp (.tmp) folder may remain. In these cases you would receive a backup failure error message. Can the QBBackupTemp file be deleted? Preferredmethod: QuickBooks recommends that you print a copy of your form and fax it to your accountant. If you are subscribed to QuickBooks Enhanced Payroll, you can archive a copy as a PDF and e-mail it to your accountant. Advanced method: If you need your accountant or bookkeeper to review and edit payroll tax forms you started and told QuickBooks you would Close & Save, you must send the folder that contains your saved form(s) along with your backed-up company file.
Follow these instructions carefully to avoid losing your work and having to create your forms again. Go to the directory where you saved your company file.
Look for the folder called 'Name of your company Tax Forms.' For example, if your company file is called 'Sample Company', the name of the folder is 'Sample Company Tax Forms.' . Tell your accountant or bookkeeper to place the Tax Forms folder in the same place on their computer that they put your company file. (QuickBooks will not be able to locate and open your forms if the folder is not in the same place as your company file.). When your accountant or bookkeeper returns your company file to you, remind them to return the Tax Forms folder as well; otherwise, you will not receive any edits they made to your forms.
Can QuickBooks create a backup without setting options every time?