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Deadwood Al
Level 4

Two (or more) companies

We have two companies on our QB Pro. We currently have the backup option set to back up each time I log off. If I am working in one company, and then select "Open previous company" to switch to the other company, the system sees that as logging out so it begins a backup, and before the backup is finished, I am presented with the login screen for the other company.

QUESTION: can I log in to the other company before the backup of the first company is finished without messing anything up in the backup? I don't see this addressed anywhere in the help screens. 

 

Thanks in advance.

 

We are re-thinking the choice of when to run backups and changing it from when I log off to perhaps a set time middle of the night and not tying it to any specific user.

1 Comment 1
FateCandylaneT
QuickBooks Team

Two (or more) companies

Thanks for sharing your query here with us today, Deadwood Al. Let me share insight when managing backup company files in QuickBooks Desktop.

 

When you set up automatic backups for your company data, it saves all of your accounting information and other transactions every time you close or log off from your current business file. Thus, this allows you to switch to another company while the scheduled backup is running in the background. The backup won't affect any financials or entries from the saved data.

 

If you wish to modify the set time of backing up your file, you can create a schedule and choose a specific time or day of the week. I've added a screenshot for visual reference.

 

backup file.png

 

After you set your schedule, click on OK. QuickBooks asks you to enter your Windows sign-in password. This gives QuickBooks permission to run the scheduled backup. Whenever you're ready to create your backup, select Finish.

 

I'm including this guide for more detailed inputs: Back up your QuickBooks Desktop company file.

 

Moreover, you can use your backup company file to help you restore business financials and other accounting data to QuickBooks.

 

I'll be around in this thread anytime you require additional assistance managing company data in your account. Feel free to let me know, so I can provide further help. Stay safe and have a good one!

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