Do you want to learn how to utilize the automatic backup facility in QuickBooks? Follow this blog to learn how you can set up automatic backups for your data in QB Desktop and explore various advantages that you can gain through it.
The security of financial data is highly important for all business owners. The automatic backup facility in QuickBooks allows you to ensure regular backups of your crucial data without any manual intervention. You can choose the frequency (daily, weekly, or monthly) for regular data backups.
Let’s move into the blog to learn all the steps through which future backups of QuickBooks data can be scheduled.
If you need instant technical guidance regarding automatic backup in QuickBooks, dial +1(855)-738–0359 to connect with a QuickBooks professional.
Automatic Backup in QB Desktop: Simplest Step-Wise Process
QuickBooks Desktop offers a built-in automatic backup facility to safeguard your valuable financial data. The following steps will help you schedule automatic backups for your company files in QuickBooks:
- Access your QB Desktop application and choose File.
- Tap the Back Up Company tab and immediately click the Create Local Backup option.
- After that, select the Local Backup option and tap Next.
- Now, you can utilize the Browse tab to select a suitable folder where your backup files will be saved.
- At this point, you can select the Save it now and schedule future backups option if you want to create an immediate backup and set up a future backup schedule. You can also choose the Only schedule future backups option if you don’t need an immediate backup.
- You can also select the Save backup copy automatically when I close my company file option if you want to enable automatic backups every time you close your company file.
- After that, set the relevant frequency (daily, weekly, or monthly) by using the New tab in the Back Up On a Schedule section.
- Tap Next and verify all the automatic backup settings.
- Finally, click Finish to complete the setup in your QB Desktop application.
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Automatic Backup Feature in QB Application: Main Advantages
The following points mention relevant benefits that you can obtain by using the automatic backup feature in QB Desktop:
- This feature ensures that the most recent backup copy of your data files is always available.
- There is no possibility of human error as the entire data backup process is automatic on your computer.
- You can choose the frequency (daily, weekly, monthly) of data backups using this feature.
Technical Issues Related to QB Automatic Backup Facility
Is QuickBooks automatic backup not working on your system? The main reasons behind this problem are detailed here:
- Outdated QB application.
- Constant interference from antivirus or firewall.
- Insufficient permissions to access the designated backup location.
You can effortlessly resolve this problem by using the following techniques:
- Promptly install fresh QuickBooks Desktop updates on the system.
- Reconfigure the antivirus and firewall settings to stop unnecessary interference.
- Provide full permissions to QB Desktop to access the backup location.
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Conclusion
In conclusion, the automatic backup facility is highly useful for QuickBooks users. You need to utilize it through the steps detailed above. For further help, dial +1(855)-738–0359 to connect with a QuickBooks professional.