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How to Create Backup of Your QuickBooks File

Before we get to the gist of the situation, let us first understand why a file backup is critically important when it comes to the QuickBooks application and the data it holds.

QuickBooks isn’t just a mere application but it is your business critical data bearer as well. All the monetary happening that occur in your organization are safeguarded in the QuickBooks database in the form of transaction reports, invoices, bill payments, monthly receipts, payroll documents, etc.

So, it would only suit you best if you maintain a backup copy of your QuickBooks file. Having multiple redundancies will make sure that you never have to lose even an inch of your data.

Here’s how you do the deed in nine holy steps:

Step 1: Open the QuickBooks file that you’re willing to replicate.

Step 2: Go to the “File” option, and click on the “Save copy” or “Backup” option.

Step 3: Check the “Backup copy” option and click on the “next” button.

Step 4: Check the “Local backup” option and click on the “next” button again.

Create Backup of QuickBooks File

Step 5:  Next, you will be asked where to save the backup file. So, browse through the desired location by clicking on the “Browse” button.

Step 6: You can either choose a different location or use the same original file location depending on your convenience.

browse quickbooks data

Step 7: Save the file now and then click on the “next” button.

Step 8: The process of backing up has started.

Note – Depending on the size of your data, it will take a couple of minutes to finish, so don’t turn your device off for any reason, otherwise the backing up task would be intervened in the middle.

Step 9: After it is successfully completed, a confirmation message pops up and it also shows the new location where the QuickBooks file has been backed up.