QB Company file obtains the financial info and data of a company, It’s necessary to keep a backup. It’s easy to create a desktop company file and develop backups in QuickBooks. You can 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 want to start a new company file over the old file.
Note: Choose different names for existing company files and for the new one company file you might be creating. If the same is used, it will override the existing company file.
You either manually back up your QuickBooks company file, or you can choose to create an automatic backup procedure. Let’s discuss both of them in the following steps.
In a scenario where you are unable to backup directly to a CD-R or CD-RW, for such a case, you need first to create a backup to your hard drive. After that, you can use the Windows Explorer or CD burner software to create a backup from file to a CD
There two methods to create an automatic back up.
You back up a file each time you close the file. A frequency will be set on how often QB creates the backup. This backup file will be stored on your hard drive in the QB Directory under the name of “Auto Backup.”
In this method, you can create an “unattended backup.” Even if you are working in QuickBooks or on your PC, a backup file will be placed or stored on a local or network hard drive. However, the company file must be shut or closed during this scheduled backup.
Thanks for reading this article. The information and steps give you a clear insight on how to create a Company File & Backup. If you feel confused in any of the above steps, talk to a technical expert at QuickBooks Desktop Support Number.