If you are worried about your crucial data and want to stay safe, you must create and restore a backup of QuickBooks company file. QB provides services like backing up your data so that if you face any mishap, you won't have to worry about it. You can easily retrieve and continue working on it. For this, you need to read the blog from top to bottom and explore the steps to do so.
If you don't want to risk your vital data and prefer doing it by professionals, dial +1.833.802.0002 and talk to a QDM Advisor.
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Step-by-Step Guide to Create and Restore a Backup of QuickBooks Company File
Get into the steps below that are briefly explained to help you create and restore a company file backup.
Step 1: Create a backup company file
Method 1: Schedule automatic backups
- For this, you need to open the QB application.
- Head over to the File menu.
- Click on Switch to Single-User Mode.
- Next, you need to go back to the File menu.
- Now, choose the Backup Company option.
- Tap on Create Local Backup.
- After this, you are required to click on Local Backup.
- Tap Next, followed by moving to the Local Backup Only section.
- Click on the Browse option and pick a location where you will save the backup company file.
- At this stage, you need to choose Online and Local Backup.
- Tap on the Company Verification option.
- You will see a test running just to ensure the shape of the backup company file, whether it is in good shape.
- Choose OK when you are ready.
- Click on Save it now and then schedule future backups.
- Tap on the Next option.
- Then, if you don't need to save the backup now, click on Only Schedule future backups.
- Move to the checkbox stating, Save backup copy automatically when I close my company file.
- You are also allowed to set a number for how many backups you want.
- Tap New to create a schedule.
- Now, input the data fields to create a backup schedule.
- If you want, you can choose a specific time when you want the backup to run.
- Tap OK twice, and then you will be asked to enter the Windows sign-in password.
- Tap Finish.
Method 2: Create a backup of the company file manually
- Head over to the File menu.
- Click on Switch to Single-User Mode.
- Move back to the File menu and choose Back up Company.
- Click on Create Local Backup.
- Choose Local Backup.
- Tap Next and click on the Local Backup Only section.
- Select Browse, and then you will have to choose a location where you want to save the backup company file.
- This will also run a test to check if the backup company file is in good shape.
- Tap OK when you are ready.
- Choose Save it Now> Next.
Step 2: Restore the backup company file
- Take your cursor to the File menu.
- Click on Open or Restore Company.
- After this, you need to click on Restore a backup copy.
- Choose Next and then move to the Local Backup option.
- Click Next.
- Look for the backup company file in your computer; it will look like [Your company name].qbb.
- Later, you need to choose a folder where you will save your restored company file.
- Tap Open.
While restoring the company files, you may get into the QuickBooks restore failed invalid format 2007 error message due to incompatible backup files (.QBB).
The Bottom Line
Throughout this blog, we have discussed the steps to create and restore a backup of QuickBooks company file. Moreover, it has explained two different methods to create a backup of the company file. For more information, ring our toll-free number +1.833.802.0002 and talk to an QDM expert.
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