How to Create Company File & Backup in QuickBooks Desktop

The QuickBooks company file contains all the financial info and data of your business and it is highly recommended to take backup of your file regularly to keep your data secure. QuickBooks provides you the option to set reminder frequency, format each floppy disk during backup, verify data integrity and schedule backups at defined intervals. You can opt to either upgrade the file size or recognize in case if you want to start a new company file over the old file.

Creating a New QuickBooks Desktop Company File

By using the Express Start method:

  • Create a new company file and click on Express Start
  • Provide the required information in QuickBooks Setup
  • Click on Help me choose to get a description for every business type. You can also preset chart of accounts that QuickBooks will create according to the nature of the industry.
  • Click on Create Company
  • Once you create the company file, you need to create chart of accounts, customers & services once you create the company file.

By using the Detailed Start method:

  • Run QuickBooks and go to the No Company Open window
  • Click on Create a new company
  • Select Detailed Start
  • Perform the Easy Step Interview and click on Next
  • Select the industry and then click on Next
  • Identify your Business Entity and then Next
  • Set the QuickBooks Administrator password and click on Next
  • Select the location where you want to save the company file and then click on Save

Creating a QuickBooks Desktop Company File Backup

QuickBooks provides you the option to create a backup of your company file manually or you can opt to create a scheduled automatic backup procedure.

Manually Backup Company Data File

  • From the main menu, click on File > Backup
  • Click on Backup Company File
  • Click on Browse and change the file name
  • Provide the location to the backup file and click on Save
  • Select other items in Backup Options and click on OK

In case if you are not able to create a backup to a CD-R or CD-RW then you first need to create a backup to your hard drive. Then you can use the CD burner software to create a backup from file to a CD.

Manually Backup Company Data File

There two methods to create an automatic back up:

First Method:

  • Go to the File menu and select Backup from the drop down list
  • Click on Schedule a Backup option
  • Click on Automatically backup while closing data file
  • Provide the required information and select QuickBooks Backup
  • Click on OK

Second Method

  • Go to the File menu and select Backup from the drop down list
  • Click on Schedule a Backup option
  • Click on New
  • Select the appropriate selections in the Schedule Backup option
  • Click on OK

By following the above mentioned steps, you will be able to create a backup of your QuickBooks Company Files. However, if you face any kind of issues while taking a backup of your files using any of the method then you it can become a serious threat for your data. In such scenarios, you need to get in touch with the QuickBooks Support Phone Number +1800-210-5289 toll-free.

How To Create Company File & Backup in QuickBooks Desktop

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