How To Backup Your QuickBooks Company File?

Now, Learn Steps to describe how to backup your QuickBooks company files.

QuickBooks company files contain crucial data and loss of any information can hamper your business. Therefore, it is essential to have a backup or record of your data. If you are operating QuickBooks on a daily basis then it becomes necessary for you to create a QuickBooks backup of the company files. So that, you can restore the data anytime from the recent QuickBooks Backup.

In this blog, we have discussed various steps to backup QuickBooks data automatically, set up scheduled backups, and a convenient method to set a reminder for performing the backup.

Steps to Setup QuickBooks Automatic Backups

Setup Automatic Backups

Many times, you face the issue It is very easy to back up QuickBooks files automatically, you need to follow some simple steps to set up automatic backup and get rid of the issue “QuickBooks Automatic Backup Not Working”:

  1. The first step is to open the File menu and choose Save Copy or Back Up.
  2. Now select Copy Backup and click on Next.
  3. Select Options to set up backup defaults (where you would like to save the local backup) and click on Next.
  4. Choose Change Location or use this Location and click on Next.
  5. Click on the option Save it now and schedule future backups or Only schedule future backups and hit Next.
  6. Now you have to select the Save backup copy automatically when I close my company file every [number] times
  7. Enter a number in the field and click on Finish.

Also Read: How to Create Company File & Backup in QuickBooks Desktop? 

Steps to Setup QuickBooks Scheduled Backups

Setup Scheduled QuickBooks Backups

  1. Open-File menu and click on Save Copy or Backup, a backup wizard will open.
  2. Select Backup Copy and click on Next.
  3. Select Options to set up backup defaults (where you would like to save the local backup) and click on Next.
  4. Click on Only schedule future backups and then Next.
  5. Go to Back up on a schedule section and click on
  6. Enter a Description for the scheduled backup.
  7. Search the folder where you want to save your backup copies.

Note: You cannot schedule a backup to a CD-ROM.


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  1. Click on Number of backups copies to keep the checkbox and enter a number.
  2. Click on Store Password >> Store Windows Password and enter Windows login details.
  3. Choose the time, weekly frequency, and day(s) for the backup to perform.
  4. Click on.

How to Setup QuickBooks Backup Reminders?

Setup Backup Reminders

In your busy schedule, you may forget to perform the backup of your QuickBooks Company files. Therefore, you can set a reminder and with this feature, one can decide how often and when the reminder will appear. Follow the steps below to set up a backup reminder:

  1. Firstly, go to the File menu and choose Save Copy or Back Up.
  2. Now select Backup Copy and click Next.
  3. Click on Options
  4. You will see the Tell us where to save your backup copies (required) field, browse to the directory where you want to save backups.
  5. Choose the Remind me to back up when closing data every [number] times and enter a number in the field as per your requirement.
  6. Now select the Add the date and time of the backup to the file name (recommended) box and click OK.

Steps Back up your QB company file manually

whenever you like, you can take back up your QuickBooks company files.

  • In QuickBooks, go to Menu File & Choose to switch to Single-user Mode.
Switch to Single-user Mode
  • Again go to the File Menu and then hover over the backup company. Then Choose to Create Local Backup.
Create Local Backup.
  • In the New window, Choose Local Backup & Hit Next.
  • Now, In the local backup only section, Choose the browse option & also choose the location to save the backup file.
  • Set the number of backups that you wish to keep (optional)
  • This Run a test to ensure that the backup file is in good shape.
  • Now select the OK button.
  • Finally, Choose to Save it now and Next.

When you get the confirmation message, the process would end.

This article will help you to create QuickBooks Backup but if you face any issues while creating the backup please feel free to contact us on our QuickBooks Support  Phone Number.

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