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Back up company files overview

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 restore your company file using your backup copy.

If your company file is synced with Intuit online services, follow these guidelines to determine your best backup option.

Note: If you need to email a copy of your company file, create a portable file instead.

Create a backup of your company file

To do this task

  1. If you haven't opened the backup wizard yet, choose File > Create Backup.

  2. To create a backup online using Intuit Data Protect, select Online Backup.

    or

    To back up your company file to a flash drive, CD, DVD, or network drive, select Local Backup.

    Important: Don't store routine backups on the same hard drive where you store your company file. If your computer's hard disk fails, you may lose your backup as well as your company file.

  3. Click the Options button. Use the Backup Options window to tell QuickBooks:

    • Where to save your backup

    • How often to remind you to back up your company file

    • Whether to check your company file for damage before creating a backup

    Learn more about these options

    Then click OK.

  4. Choose whether to:

    • Save the backup now

    • Save the backup now and schedule future backups

    • Only schedule future backups

    Learn more about scheduling backups

    If you want to save the backup to a flash drive, CD, or DVD, insert it now. Click Next.

  5. If you chose to save the backup now, in the Save Backup Copy window, change the name of the backup, if necessary, and click Save.

    If you chose to save the backup now and schedule future backups, or if you chose only to schedule future backups, create a backup schedule. Then click Finish.

Common questions about local backups:

See also

KB ID# H_BACKUP_OPTIONS
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