Quickbooks, Bookkeeping and Accounting Blog

Intuit recommends backing up your QuickBooks file daily. Depending on the amount of data you enter, this may be more than necessary. However, there is no question that you want to back up regularly. Fortunately, creating a backup copy of your QuickBooks file is easy.

First, decide if you want to backup your QuickBooks company file every time you close it or at regular intervals.

Detailed information showing you how to backup your QuickBooks company file every time you close follows:

First, select Save Copy or Backup from the QuickBooks File menu.

Then Select Backup Copy and click Next.

Select Local backup and Options (assuming it’s your first time).

Choose the location to save your backup file to (preferably to a different computer than the one your .qbw file is saved on) and then either accept the default values in the other fields or change them. For most QuickBooks users, the defaults are fine. Click OK.

Click Next.

Select Only Schedule Future Backups and then click Next.

Select the checkbox at the the top left to automatically backup when you close your QuickBooks company file. Then select the frequency with which you want to backup.

Click Finish and then OK to the messagebox that appears.

For detailed information on backing up at regular intervals, other than when you close, check back in a few days.