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Creating a Backup of Your Company File

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Hosted QuickBooks Tip of the Week – Creating a Backup of Your Company File

It’s the start of a new year and for those whose accountant is not using the cloud with them, it’s time to create a backup copy of your company file. Making a backup is quick and easy:

  • First, open your file in QuickBooks
  • Select the File>Create Backup.
  • Select Local Backup
  • Click on the Options Button
  • Click on the Browse Button to select where you want to save your backup
  • Click OK
  • If you get a prompt that asks if you want to save the backup on the same hard drive that holds your company file – select Use this Location
  • Click Next
  • Click Save It Now
  • Click Next
  • If you get a prompt that asks if the company file is stored on a drive in a remote computer – click OK
  • Check to be sure it is saving in the correct place and check the name it is saving it as
  • Click Save
  • When the program finishes the backup you will be prompted – click OK

Now you can save the backup copy to a flash drive, CD or email it.

Please tune in to next week’s QuickBooks tip.

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