Back up your QuickBooks® Company Files Daily
Backup copies are important—if you should lose data for any reason, you can restore data from your backup copy.
When you back up - Please remember to note the date of backup on the disk.
Daily: Keep five backup copies for each day of the week. In case you cannot restore data from the Thursday disk the prior backup from Wednesday could be restored. Make sure the backup copies are labeled.
OR Weekly: Keep four separate disks for each week.
You can choose to back up manually, have QuickBooks back up your data file when you close it with no prompting from you, or automate your backup routine using the Online Backup service (for more information, click "Tell Me More" in the QuickBooks Backup window), or schedule regular backups to local media.
Manual Back-Up
- If you choose to back up locally, select the storage media on which you will back up your QuickBooks Company. Common choices are 3.5-inch diskette, Zip disk, CD-ROM or tape. If you are backing up to a 3.5-inch disk, put the disk in a disk drive.
- From the File menu, choose Back Up and make sure the Back Up Company File tab is selected.
- (Optional) If you want to change the name or location that QuickBooks suggests for the backup file, type your changes in the Filename and Location fields. If necessary, click Browse to browse to the new location.
- (Optional) Set backup defaults. Click Set Defaults and specify the desired defaults for your manual backups.
- (Optional) Select backup options. Click Verify Data Integrity to verify your data before backing up. If you've selected to back up to floppy disks, select Format each floppy disk during backup to format the disks as you back up, instead of before.
If the disk needs to be formatted prior to backup, do not choose Quick Format. Instead, we recommend that you fully format your disk.
Caution: Even if the disk is labeled as preformatted, it's a good idea to fully format a new disk before using it. Sometimes new disks can be stripped of their formatting during shipping.
- Click OK.
If you need more than one disk:
Insert an additional disk as each disk fills up. Be sure to label the disks so that you'll know which one was first, which was second, and so on. This will help you if you ever need to restore the data from the disks.
What the Backup command does:
The QuickBooks Backup command does not simply copy the data for your QuickBooks Company. Instead, it compresses the data into a compact file that is smaller than your company file. To open a backup file, choose Restore from the File menu.
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