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Set up Intuit Data Protect

by Intuit•21• Updated 2 days ago

Intuit Data Protect is a subscription service that backs up your QuickBooks files and other folders to online servers. Use the following steps to activate the service, select the files you want to preserve, and schedule your automated backup routine.

QuickBooks Desktop Pro Plus, Premier Plus, and QuickBooks Enterprise subscriptions include free access to Intuit Data Protect.

Intuit Data Protect System Requirements

We want you to have a smooth set up. Here's helpful info with requirements to run Intuit Data Protect prior to set up.

Make sure your operating system is Windows 11 or higher.
The Windows user setting up Intuit Data Protect needs to have local admin rights to the computer. They need full access to all folders
You'll want to install the full version of QuickBooks Desktop on the Server or the computer where you set up Intuit Data Protect.
Important: You'll need to store files on your local area network. (We don't support Box, Googles Sheets, and OneDrive.)
You'll want to use a local file path on the computer. We don't support network drives you map.
For security purposes, make sure you update the Norton Life lock certificate every six months. Just sign out and sign back in to Intuit Data Protect.
Make sure that QuickBooks Desktop and Intuit Data Protect are on the latest release, build, and version.

Important: You can only run Intuit Data Protect on one computer on your network. Don't install it on multiple systems.

Prerequisites

Before you begin, ensure you have signed up for the service. You must perform these steps on the computer or server where you save your files.

Note: If you do not know which computer stores your QuickBooks file, open QuickBooks and press F2 to view your Product Information.

Activate the service

Open QuickBooks on the computer that stores your company file.
Go to File and select Back Up Company.
Select Set Up/Activate Online Backup.
Sign in with the email address you used when you signed up. Note: This email may be different than your QuickBooks login.
Select Continue.

Select files to back up

Select your QuickBooks company file and select Continue.
If you subscribe to the entire PC plan, select the folders you want to back up and select Continue.
Select the checkbox for Back up local selected documents, then select Continue.
Choose the specific files and folders you’d like to back up and select Continue.

Schedule automatic backups

Schedule your daily backup time and select Continue.
Set up your notification settings to receive alerts regarding backup status.
Select Continue.

Result

Your first backup may take several hours depending on the number of files and their size. The backups you make after the initial upload will only take a few minutes.