Create Backup Of The QuickBooks Desktop Company File

Create Backup Of The QuickBooks Desktop Company File

Simple tips to Create Company File and Backup in QuickBooks Desktop?

QB Company file obtains the financial info and data of a company, It’s essential to keep a backup. It’s easy to create a desktop company file and develop backups in QuickBooks. It is possible to set reminder frequency, format each floppy disk during backup, verify data integrity & schedule backups at set intervals. You can choose to either upgrade the file or recognize if you wish to start a brand new company file within the old file. 

Creating a unique QuickBooks Desktop Company File 

Note: Choose different names for existing company files and also for the brand new one company file you may be creating. In the event that same is employed, it will probably override the current company file.

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Using the “Express Start” Method: 

Create an innovative new company file

Then go through the Express Start.

Enter the required information in “QuickBooks Setup.

Select “Help me choose” to see a description for almost any business type. Also, you are able to preset chart of accounts that QB will create depending on industry

Now, Click on Create Company.

Create a Chart of accounts, customers & services when you create the organization file. This task can certainly be done later by choosing “start working” option. 

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Utilizing the “Detailed Start” Method: 

Open QB Desktop.

Go right to the “No Company Open window.”

Select “Create an innovative new company.”

Select “Detailed Start”

Fill in the Easy Step Interview screen

Click Next.

Choose your Industry & click Next.

Identify your “Business Entity.”

Select Next

Set your Fiscal year (for which year you need to create a company file)

Select Next.

Set your QuickBooks Administrator password

Select Next.

Now, pick the location to truly save the organization file

Select Save.

Customize your QuickBooks by selecting “Next,” or you can perform this later by choosing “Leave.”

Also Read: how to handle it when QuickBooks Desktop does not start?

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Creating a QuickBooks Desktop Company File Backup 

Either you manually back up your QuickBooks company file, you can also decide to create a computerized backup procedure. Let’s discuss each of them within the following steps. 

Manually Back Up Company Data File

Go to File menu & select Back Up.

Choose the Back Up Company File option

Select the Browse button and change the filename

Describe the backup location.

Choose Save.

Choose other items in “Back Up Options” (optional)

Select OK.

In a scenario where you are unable to backup directly to a CD-R or CD-RW, for such an incident, you will need first to create a backup to your hard disk drive. From then on, you can make use of the Windows Explorer or CD burner software to create a backup from file to a CD

Automatically Back Up Company Data File

There two ways to create an automatic back up.

First Method

You back up a file every time you close the file. A frequency may be set as to how often QB creates the backup. This backup file will likely be stored on your hard disk drive within the QB Directory under the name of “Auto Backup.”

Go right to the File menu

Choose Back Up.

Select “Schedule a Backup” option

Choose the option “Automatically back up while closing data file.”

Fill in the required back up frequency.

Choose appropriate selections in QuickBooks Backup

Select OK

Second Method

In this process, you are able to create an “unattended backup.” Even though you will work in QuickBooks or on your PC, a backup file is supposed to be placed or stored on a local or network disk drive. However, the company file needs to be shut or closed in this scheduled backup.

Go right to the File menu

Select Back Up.

Select “Schedule Backup” option and then “New” option

Do appropriate selections into the “Schedule Backup”

Select OK to save lots of the latest schedule.

Thanks for reading this article. The knowledge and steps offer you a definite insight on how to create an organization File & Backup. In the event that you feel confused in virtually any associated with above steps, communicate with a technical expert at QuickBooks Desktop Support Number.