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Schedule Automatic Backups of Your QuickBooks Data

Posted by Dave Dunn on March 28, 2008 | 0 Comments

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The instructions below guide you through the process of backing up QuickBooks on a regular basis, such as at a regular time and day each week. From the QuickBooks File menu select Save Copy or Backup.

QuickBooks Save Copy or Backup

Select Backup Copy and click Next.
QuickBooks Save File Type Window

Select Local backup and Options (assuming you haven't already done so). QuickBooks Local Backup Window

Choose the folder you want to save your backup file in. I recommend saving it on a different computer than your company file is saved on. Then review the default values in the other fields and change them if necessary. Click OK.
QuickBooks Backup Options

Click Next. Select Only Schedule Future Backups and then click Next. QuickBooks Only Schedule Future Backups Window

Click New in the QuickBooks Save Backup:When window. QuickBooks Save Backup When Window

See below for a list of the things you need to do in the QuickBooks Schedule Backup window. QuickBooks Schedule Backup Window

  • Enter a description of your backup.
  • Click Browse to select the folder you want to save your QuickBooks backup file in.
  • If you want, select the number of backup files you want to keep. If you don't set a number, QuickBooks will save all your backups.
  • Click Set Password and then enter the user login information.
  • Set the start time, the frequency and the day of the week that you want the backup to happen.
  • Click OK.

The scheduled backup now appears in the Schedule Backups section. Click Finish and OK to the messagebox that appears. It is important to note that the computer QuickBooks is saved on must be on and the QuickBooks file must not be in use at the time of the scheduled backup. If you would rather schedule automatic backups when you close your QuickBooks company file, see Backing Up Your QuickBooks Company File When Closing QuickBooks.


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