Learn how to create a backup for your QuickBooks Desktop company file to protect against accidental data loss, and find answers to frequently asked questions about backups.
You can save backup copies of your QuickBooks Desktop company file to protect against the accidental loss of your data.
Backup copies provide important insurance. If you lose data for any reason, you can restore your company file using your backup copy.
For more information about restoring files, see Restore a backup company file
If you need to email a copy of your company file, see Create or restore a QuickBooks Desktop portable company file.
When you create a backup of your company file, you save a copy of the file to a location you specify. You can select a file hosting service (such as DropBox), or a flash drive or other removable media to save backups somewhere other than your main local drive in case of a system failure.
As you set up your backup, you can also set up backup reminders that prompt you to back up when you close your company file a specified number of times, or create a schedule of regular backups.
Perform the following steps to back up your company file:
Learn answers to questions about QBBackupTemp folders in the following sections.
The QBBackupTemp folder is a holding area for QuickBooks Desktop file components during the QuickBooks Backup (.QBB) file preparation process.
This temporary folder is deleted automatically when the backup is completed to clear up memory used by QBBackupTemp Folders.
The Windows user does not have delete permission for the file location. That means that while Windows allows QuickBooks Desktop to create the temporary folder, it won’t allow it to be deleted.
This is a temporary folder that should be deleted automatically when the backup is completed. However, in some specific backup error cases, the temp (.tmp) folder may remain.
In these cases you would receive a backup failure error message.
If necessary, contact your system administrator to delete the QBBackupTemp folder or add Windows (user or folder) permissions.
Yes, these are temporary folders which can be safely deleted.
To delete them, the folders are located at C:\Users\Public\Documents\Intuit\QuickBooks\Company Files.
Check out the following sections for answers about general questions about backups.
A backup file contains everything you need to re-create your company file and QuickBooks Desktop environment, including all of the QuickBooks files (templates, letters, logos, and images) related to your company file.
QuickBooks also backs up your QuickBooks Statement Writer, Cash Flow Projector, Business Planner, and Loan Manager files, if you use these features.
The backup file is saved with a .qbb extension.
No. QuickBooks Desktop backs up all data within a company data file.
QuickBooks Desktop only backs up the company file you're currently in when you open the Backup and Restore wizard.
To change the company file being backed up, open that company file, select File, and select Create Backup.
No, payroll forms are not included in the backup.
To send a backup to your accountant or bookkeeper:
Advanced method: If you need your accountant or bookkeeper to review and edit payroll tax forms you started and saved, you must send the folder that contains your saved forms with your backed-up company file.
Follow these instructions carefully to avoid losing your work and having to create your forms again:
Yes. If you've already backed up once before and don't need to change any of your option settings, you can select Finish in the wizard at any time to back up using your current settings.
No. Backups can't be merged.
If you need to exchange data with your accountant, consider using an Accountant's Copy instead.