Setup & Configuration

How to Back Up Company Files Manually on QuickBooks Desktop

If you prefer, you can back up your company files yourself anytime.

  1. Go to the File menu and hover over Back Up Company. Then select Create Local Backup.

  2. In the window, select Local backup and then Next.

  3. In the Local Backup Only section, select Browse and choose where you want to save your backup company file.
  4. Set the number of backups you want to keep. This is optional.
  5. This tests to ensure your backup file is in good shape before you save.
  6. When you're ready, select OK.
  7. Select 'Save it now' and Next.

QuickBooks creates a single backup company file. When it's done, you get a confirmation message.

How to create a portable company file on QuickBooks Desktop

  1. Open QuickBooks and log in.
  2. Go to the File menu and select Create Copy.
  3. Select Portable company file and then Next.
  4. Give your portable company file a unique name.
  5. Select a location to save your portable company file.
  6. When you're ready, select Save and then OK.