You can save backup copies of your QuickBooks company file to protect against accidental data loss. Backup copies are important insurance- if you lose data for any reason, you can Restore a backup company file using your backup copy.
If you do not have a data backup solution, QuickBooks offers multiple products with an automatic data backup and recovery feature. To discuss if these products are right for you, please contact our sales team at 888-566-4671.
If your company file is synced with Intuit online services using Intuit Data Protect, refer to Intuit Data Protect: Frequently Asked Questions
If you need to email a copy of your company file, see Create or restore a QuickBooks Desktop portable company file.
A backup file contains everything you need to re-create your company file and QuickBooks 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're using these features. The backup file is saved with a .qbb extension.
No. QuickBooks backs up all data within a company data file.
QuickBooks only backs up the company file that you're currently in when you open the backup and restore wizard. To change the company file being backed up, open that company file first and then choose File > Create Backup.
No, payroll forms are not included in the backup.
If you need to send a backup to your accountant or bookkeeper:
Preferredmethod: QuickBooks recommends that you print a copy of your form and fax it to your accountant. If you are subscribed to QuickBooks Enhanced Payroll, you can archive a copy as a PDF and e-mail it to your accountant.
Advanced method: If you need your accountant or bookkeeper to review and edit payroll tax forms you started and told QuickBooks you would Close & Save, you must send the folder that contains your saved form(s) along 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 backed up once before and don't need to change any of your option settings, you can click Finish in the wizard at any time to back up using the current settings.
No. Backups can't be merged.
If you need to exchange data with your accountant, consider using an Accountant's copy instead.