Create Backup Of The QuickBooks Desktop Company File: [Complete Guide]

QuickBooks allows you to store copies of your QuickBooks company files to make your data secure against any data damage threat or data loss situation. You must have the backup copies of your data files so that you can restore a backup QuickBooks company file easily in case if your data gets damaged.

You can automatically create backup of your data using Intuit Data Protect. This tool creates a backup of your data files as per your scheduled timings. If you didn’t created the backup earlier you the data gets damaged then you can contact the QuickBooks Support by dialing the toll-free number +1-866-701-7446 and avail the instant data services without any charges.

If you want to email a copy of your company file then you can visit Create or restore a QuickBooks Desktop portable company file.

How To Create A Backup Of Your Company File

• First of all, switch to the single user mode by going into File > Switch to Single-user Mode
• Now, again go to File > Backup Company > Create Local Backup
• From the Create Backup window, select Browse and choose a desired location where you want to save the backup file and then click on

NOTE: It’s recommended to save backups to a different local drive and not in your main local drive because it can be helpful for you in case if your system gets corrupted, you’ll still have those backup files.

• Go through all the options available in the window and select the one that you like. Click on OK once you are done.
  • Mark the Add the date and time of the backup to the file name (recommended) check box to differentiate between the backup files easily.
    • Make the Limit the number of backup copies to this folder to box and then provide a number if you want to prevent the number of backups created for one company file. This can help save hard drive space.
  • Mark the Remind me to back up when I close my company file every _ times box and then set the frequency if you want to receive a regular backup reminder.
  • Choose the options to verify data while saving. The backup process gets faster if you skip all these verifying options but it is highly recommended to select these options so that they will be altered if any damage found in your file. Your options are:
    • Complete verification (recommended)
    • Quicker verification
    • No verification
  • Under the Create Backup window, click on Next.
  • You get the following two options from which you have to choose one:
    • Save it now
    • Only schedule future backups

If You Choose Save It Now

You’ll be asked to choose a location where you want to save the backup file. Generally, it’ll be saved in the location you specified in the backup options. You can also select a different location for the backup file.

If You Choose Save It Now And Schedule Future Backup Or Only Schedule Future Backups

• Mark the Save backup copy automatically when I close my company file checkbox to save backups when you close your file. You can also select the number of times QuickBooks needs to be closed before you are asked to create a backup.
• Click on New button to save the backups on a set schedule. Provide a description to your schedule, location and set the options for the days and times the backup should be performed.
• Click on OK and Finish once you are done.

Clear Up Memory Used By QBBackupTemp Folders

What is the purpose of the QBBackupTemp folders?

• The QBBackupTemp folder occupies the storage space for QuickBooks file components while the QuickBooks Backup (.QBB) file preparation process.
• It is a temporary folder that gets deleted automatically once the backup is finished.

What would prevent a QBBackupTemp file from going away?

• The Windows user does not have permission to delete the files on the location.
  • Windows permit QuickBooks to make the a folder but won’t allow it to be deleted.
  • Contact the system administrator to remove the QBBackupTemp folder or you can add the Windows permissions.
• It is a temporary folder that gets deleted automatically once the backup is finished.

Can The QBBackupTemp File Be Deleted?

• Yes, these are temporary folders and can easily be deleted.
• If you want to remove these files then the folders are located at C:\Users\Public\Documents\Intuit\QuickBooks\Company Files.

Frequently Asked Questions

What gets saved in a backup?

The backup files stores all the components that are required to re-create your company file and QuickBooks environment that includes templates, letters, logos and images related to your company files. The QuickBooks Statement Writer, Cash Flow Projector, Business Planner and Loan manager files also gets backed up by the QuickBooks if you use these features. The file extension for the backup files are .qbb.

Can QuickBooks back up or restore data for a specific date range?

No. The backup is created within a company data file.

Can QuickBooks back up multiple company files at one time?

QuickBooks only backs up the company file that you’re currently in when you open the backup and restore wizard. To change the company file, you need to open that company file and then go to File > Create Backup

Do payroll tax forms get saved with backup?

No, the payroll tax forms does not get backed up.

If you want to send a backup to your accountant or bookkeeper:

Preferred method: We recommend you to print a copy of your form and fax it to your accountant. If you are using QuickBooks Enhanced Payroll then you can archive a copy as a PDF and send the file to your accountant through email.

Advanced method: If you want the payroll tax forms to get reviewed or edited by your accountant then you need to send the folder to your accountant that contains your saved forms along with the backed up data files.

Follow the provided instructions properly to minimize the risk of losing your work:

• Navigate to the folder where you have saved your company file. Locate for the folder with a name “[Name of your company] Tax Forms.”
• Coordinate with your accountant and ask him or her to save the Tax Forms folder in the same folder where the company files are saved because the QuickBooks can’t locate and access your forms if the folder is not available the same place as your company file.
• If your accountants send a company file back to you then you need to remind them to return the Tax Forms folder as well. If they don’t do it then you won’t see any modifications that made in the form

Can QuickBooks create a backup without setting options every time?

You can do so if you’ve created a backup of your company file earlier. You also don’t need to change any of the existing options and you can just click on Finish under the wizard at any point of time in order to back up under the current settings.

Can QuickBooks merge a backup into another file?

• you can’t merge the Backup files.
• If you want to exchange data with your accountant then you should use an Accountant’s copy.

Resolve QuickBooks Data Damage Issues

The provided steps will allow you to create a backup of your company file. Creating backup of your company files can be very helpful in various cases. However, sometimes you can also face some issues while creating the backup of your company files like QuickBooks is unable to create a backup or the QuickBooks is unable to restore a backup. In such scenarios, you need to look for the technical support because you may lose your entire data. To get the technical support for your data damage issues, you need to get in touch with the toll-free QuickBooks Support Phone Number +1-866-701-7446 toll-free.

[ratings]