Backup a Company File

Backing up your company file is a very important task that should be performed regularly. This ensures that should you experience a data loss or damage, you will not lose all of your data. You can simply restore your most recent backup, rather than being forced to re-enter all of your data. You may also need to back up your company file for your CPA or Bookkeeping Firm.

Here's how:

1. From the Home Screen go to File and select Save Copy or Backup from the drop-down menu.


2. Select Backup Copy and click Next.

3. Select Local Backup to save to a Flash-drive, CD, Zip or your hard-drive (it is recommended that you backup to an external drive in case your hard-drive crashes or is damaged). You may also select Online Backup to use QuickBooks' Online Backup Service. Click Next.

4. Select Browse to locate the appropriate drive you want to save your company file to. Click OK.



5. Select Save Now and click Next.


6. Verify location file is being saved to and click Save.


QuickBooks now saves a backup copy of your company file. When complete a screen will appear informing you the save was successful.




Please note: The procedures in this and all other postings on this blog (unless noted otherwise) are for QuickBooks 2007 and 2008 versions. If you are using an older version please feel free to send me a message for information specific to the version you are using.