If you’re using multi-user mode, you’ll need to create your backups from QuickBooks Server.
How to backup your company file in multi-user mode Select the folder to store your backup.In QuickBooks, select File then Back Up.When you’re done, close the Backup preferences window.Back up attached documents library: Choose if you want to back up attachments you’ve added to QuickBooks records and transactions.Encrypt files with password: If you want your backups to require a password, select Change and enter a password.This means, you'll only have your most recent backup stored. Overwrite last backup: Choose if you want QuickBooks to overwrite your last backup file.We recommend you use a different drive or machine and save it locally, so if there’s ever a problem you’ll still be able to access your backup. Save backup files in: Choose where you’d like QuickBooks to back up your files.Automatically back up company files when closing: Choose if you’d like to back up your files when you close QuickBooks.When you click the question mark link at the top of a page, the TurboTax Assistant opens in the right pane. Automatically back up company files every x hours: Choose how often QuickBooks backs up your company file in a 24 hour period. In TurboTax, you have to click a link to get it to change.Select QuickBooks, then select Preferences.How to schedule automatic backups of your company file You can use an iCloud drive, Dropbox or Google Drive to store it. Store the copy of your backups at a place besides your work.Keep the backup copy on a different device like in Dropbox, iCloud drive and a USB key.
Create a backup of your company file at the end of every session.This way, if you ever run into a problem with your data, you’ll be able to restore your company file and get back to work.
Learn how to back up your company file in QuickBooks Desktop for Mac.īacking up your QuickBooks company file is something you should do daily, monthly and yearly.