In this Blog I’m going to show you how to backup your QuickBooks company data file and then afterwards I’m going to show you how to restore that very same company file okay all right so we’re going to start off with the backup . To backup your QuickBooks company file just start off by opening, QuickBooks and then open your company file or the company file that you want to actually back up all right once the company file is open click on file and upper left and then click up click on backup company file and then click on create local backup all right on the create backup screen you’re going to select local backup in this case unless of course you have you’ve subscribed to the online backup option alright once you click on local backup you’re going to go ahead and click on options right below it and then right here where it says local backup only tell us where to save your backup copies I require it. click on browse and then select the destination for your backup file all right now in this situation.
We usually advise that you back your company file to an external device like you know such as a you know a flash drive or an external hard drive or even a CD or DVD all right but definitely not to store it on the system where you know that you’re actually working from right because just in case something happens to the system you’re working on you don’t want you know to lose your company data and also the backups you know all together ok as you want to limit you know you don’t want to put all your eggs in the same basket all right ok next often is coming to it’s going to add the date and time all right that’s usage s tonight and then the next option is limit the number of backup copies in this folder to three it depends on the size of the drive usually we don’t use this I usually we have in reference to backups we believe that you really can have too many I we usually change this to something bigger maybe or more okay
All right next underneath that it’s going to on the online and local backup it has an option to remind mind you when to remind you when you close QuickBooks so many times I like to backup all right for is the default all right that’s okay all right and then the next option is under the backup verification okay you have three options no verification quicker verification and complete verification I know verification is real simple it does not check the company you know the backup company file for it for errors okay we never advise that that option the second option is the quicker verification where it checks the most important parts of the company file you know the backup for errors on and then the third option is the complete verification option right which is what we suggest I because in reference to your company data you don’t want to take any chances all right it just takes a little bit more time depending on the size of your file all right you know to completely verify the file okay all right so we’re going to Levi complete verification all right and then going to go ahead we have the external drive selected alright and then we’re going to go ahead and click ok alright then we’re going to click Next all right and then at this point you can actually you can schedule it for future backups or you can actually save it and schedule it or just schedule all right so this situation we’re going to go ahead and just actually select to save it now ok I’m going to go to next right and it’s going to have you verify you know reference to the name you can actually change the name here at this point if you actually want if I’m using a sample I’ll just leave it the way it is we’re going to go and click Save all right since we’re just backing up a company file it’s going to be pretty fast right now at this point is just verifying the data now this is a virtual machine which is about the only reason why it’s running so slow
I want to just if they’d actually verify the data before it actually perform the backup if you were actually curious about that alright it’s backing up the data now and then there should be another verification afterwards and we’ll give it a second it’s almost done with the initial backup and then the verification should be next okay all right okay all right it’s done all right we’re going to click OK all right now if we if you actually need to restore the company file all right let’s just wait for it to come back up okay if you need to let’s say you need to restore a company file from a backup right because of maybe you know some kind of errors or you need to actually look at some data that’s been removed by accident or on purpose okay now if you need to restore the company file okay go ahead and click on with QuickBooks open of course click on file all right and then click on backup a company file well tell you I actually click on open or restore company sorry all right and then click on restore a backup copy all right click the next all right in this case it’s a local backup go ahead and click Next all right locate the backup file that you actually want to restore and then
We’ve only created one all right and of course it has the date now so we’re going to go ahead and select it and select open alright then it’s going to ask you where do you want to restore it all right uh you by default you can actually you can restore it anywhere but these is the best place to restore it is where your original company files up you know we our company files are located you know by default which is within the QuickBooks directory all right now if you want to name this something different from you know the company file that you’re actually using now you know just in case you won’t actually be able to swap back and forth between both company files you might want to go ahead and actually rename this as something else maybe like number two or underscore temp or you know anything that you actually choose ok alright once you’ve made your selection I’m just going to put it to here go and click Save and depending on the size of your company file and your system specs this could take a very little time or you can actually take a few minutes tax it complete okay okay that’s okay
I would go ahead and exit just okay past that just a little warning okay and it’s of course saying that it’s a sample all right and I the data has been restored successfully all right now that is basically it for actually restoring a company file okay from from a backup all right and that actually completes this tutorial