2 Easy Ways to Create a Backup of the QuickBooks Company File
Learn how to easily create a backup of the QuickBooks company file to protect your financial data from loss or corruption. Step-by-step guide for secure data management.

You never know when you'll get surrounded by problems and lose all your QuickBooks data. It can be scarier if you have not even created a backup for it. That’s why we have come up with this detailed blog, explaining to you each step to create a backup of the QuickBooks company file. This will save you from losing your crucial data, as it can be retrieved when required. Jump into the blog to explore the steps more precisely.
We know when it comes to the company file, you get scared. So to avoid any risk, directly consult a professional for guidance. Give +1.833.802.0002 a call and talk to our QDM Experts.
Create a Backup of the QuickBooks Company File with Simple Steps
In this section, we will explore each step to create a backup of the company file. This can be done in two different ways: automatically and manually. See how:
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Way 1: Schedule automatic backup
- Go to the File menu.
- Choose Switch to Single-User Mode.
- Move back to the File menu.
- Head to the Backup Company.
- Choose Create Local Backup.
- Pick Next.
- Hover over the Local Backup Only section.
- Choose Browse and select where you will be saving your backup company file.
- Now, decide on a number for the backups you want to keep.
- Head to the Online and Local Backup section.
- Tap on Complete Verification.
- This will go through a test to check if the backup is in good condition.
- When it is completed, click OK.
- Tap on the Save it nowand schedule future backups.
- Click Next.
- If you are not willing to save a backup, choose Only schedule future backups.
- Choose the option that says Save backup copy automatically when I close my company file.
- Pick the number of times between backups.
- If you want to create a schedule, tap New.
- Input the data fields to create a backup schedule.
- You are allowed to set a specific time or day of the week.
- When you have set up scheduling, click OK.
- In between, you may be asked to enter the Windows sign-in password. Doing this will provide QB permission to run the scheduled backup.
- Choose Finish when you are all set to create a backup.
Way 2: Back up the company file manually
- Open QB and move to the File menu.
- Choose Switch to Single-user Mode.
- Head back to the File menu.
- Tap on Back up Company.
- Choose Create a Local Backup.
- In the present window, choose Local Backup.
- Next, you need to tap on Next.
- Click on the Browse option in the Local Backup Only section.
- After this, choose the location where you will save your backup company file.
- If you want to set the number of backups that you want to keep, set it now. Otherwise, you can skip this option.
- Later, you will notice a test running to check if the backup is in good shape.
- Tap OK, followed by Save it Now.
- Last, choose Next, and QB will create a single backup file.
If you are unable to backup QuickBooks company file even after following the steps above. Consult a professional.
Last Thoughts
This can be concluded by saying that having a backup of your data is essential in every business; otherwise can throw you into bigger trouble. But don’t worry, we have elaborated the steps to create a backup of the QuickBooks company file. For more information, contact QDM Advisor +1.833.802.0002.
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