Send me a private message and we'll help get to it from Intuit like we always do before for our clients.

Hey there, @BSDUSA. 

Thanks for chiming back in and asking additional questions. 

I have an article here that provides you with all the details you need to know about backup files and portable company files: 

File types and extensions used by QuickBooks Desktop

As for your QuickBooks Online, the automatic backups are to help keep your data safe and secure. 

I hope this helps answer your question. I'm only a post away if you need me. Have a great day! 

Thank you very much for your prompt response, but we still have the same question.
Can you be more specific since we have no idea about it?

We're having trouble backing up (files are damaged)
My question is this:
What is the difference between making a Backup or a portable company file? (Can I consider the latter as a backup in case of a problem in QuickBooks?).

We are also subscribed to the QuickBooks online automatic backup platform. Is this enough to keep a safe copy of our files in case of a problem with QuickBooks?

I bought it directly with QuickBooks

https://quickbooks.intuit.com/desktop/

Let me shed some about creating a portable file and saving a backup copy of your QuickBooks Desktop (QBDT) data, BSDUSA.

Before we proceed, may I know if you encountered any errors when creating a backup copy? While I wait for your response, you can go over this article to learn more about how to handle online backup issues: Troubleshoot errors and unexpected results when using QuickBooks Online Backup (OLBU).

Regarding your other concern, the portable company file is a copy of the financial data that you can share via email or by devices like a flash drive. It doesn't have templates, images, logos, or letters and lacks the transaction log file.

Backup company files save everything currently in your company file. This includes your accounting data, templates, letters, logos, images, and related files (QuickBooks Statement Writer, Cash Flow Projector, Business Planner, and Loan Manager).

Yes, you can consider the portable company file as a backup. However, it doesn't contain any of the information mentioned above. Your QuickBooks online automatic backup will keep your files safe.

For tips and resources to manage your accounting activities seamlessly and troubleshoot data damage, feel free to access our online resources. They're arranged by topic so you can view the article right away. 

Fill me in if you have other product concerns or additional questions about the backup function. I'd be delighted to respond to the. 

@BSDUSA 

Have you upgraded your company file to QBD 2023?

If you still can't create any backup file (QBB) or portable file (QBM), your working file is damaged. You need to ask Support team to fix it. Otherwise, you may consider purchasing a 3rrd party file repair service. 

Good morning
Yes, it finds errors when making a Backup.
The backup is being done on an external drive, we are also doing a backup through Qb online services (in the cloud).
Is this copy enough to keep the files safe in case our system is damaged?

Since every time we make an external copy it gives errors and if we continue to Backup the files get damaged, it is the second time that Qb technicians have had to fix damaged files.

[Re-attached screenshots with no PII]

Good morning
Yes, we updated Qb Desktop Pro Plus 2023. It is the second time that the files are damaged when making the backup (external disk)
We also do Online (in the cloud) which so far has not given any problems

I have asked this question earlier. How big is your file size? > 200 MB?

Yes, it has 1014.448 MB

The size of your file is the root cause. You need to condense it or upgrade your version to QBD Enterprise. You can buy a license through a partner to get a 20% perpetual discount.

Hi BSDUSA.

I appreciate you for sharing more details to resolve this issue further. I've seen that there are lots of errors in your rebuilding results. For us to determine the causes and fix these thoroughly, I recommend contacting our QuickBooks Desktop phone or chat support.

They have the tools to pull up your account and investigate this further. Here's how to contact them:

1. Click the Help menu and then select QuickBooks Desktop Help.
2. Hit Contact Us.
3. Enter your concerns and then click Continue.
4. Choose to Chat with us or Have us call you.

To check their support hours, see this article: Contact QuickBooks Desktop Support.

In addition, you can add this article to your top sites as your alternative when repairing damaged files: Fix data damage on your QuickBooks Desktop company.

Let me know if you have other QuickBooks Desktop concerns or share your experience after contacting one of our representatives. We're always here to help 24/7. Stay safe.

Good Morning
How can I change the admin password in QuickBooks Desktop Pro Plus 2023.

It's great seeing you back in on this thread, BSDUSA. Let me help you reset the admin password in your QuickBooks Desktop 2023.

To assist you in changing your admin password, you can follow the steps below.

Here's how:

1. Open QuickBooks and open your company file.
2. Select I forgot my password on the sign-in screen.
3. Select an email and click Next. QuickBooks will email you a token to reset your password.
4. Enter the token from your email.

Additionally, if you don't see a code in your inbox, you can check your spam folders to view them.

Moreover, you can also download the automated password reset tool to help you change your login password credentials to any version of QuickBooks Desktop.

We'd be delighted to assist you further if you have additional questions or other QuickBooks concerns. Please don't hesitate to leave them in the comments below. Have a good one!

Good morning
How can I restore a file from an online Backup?

Thanks for returning to this thread, @BSDUSA. I've come to assist you with restoring a file from an online backup in QuickBooks Desktop (QBDT).

Intuit Data Protect (IDP) is an online backup solution. You have the option of backing up your entire computer or just your QBDT data. Once configured, it automatically stores your information every day.

Let's open your IDP and select the files you need to recover. To do that:

1. Find the IDP icon (green padlock) in the Windows System Tray, typically located at the bottom right of the screen.
2. Right-click the IDP icon and select Open Intuit Data Protect.
3. Click Restore from Backup.
4. Select the files you need to restore. You will see all the versions of your files available for restoration.
5. Click Continue and Restore.

Here's a helpful article with troubleshooting solutions if you encounter issues backing up your QBDT data file with IDP: Unable to back up with Intuit Data Protect.

The Community is available 24/7 whenever you need assistance restoring an online backup. We'll ensure to get back to you right away. Take care, and have a good one!

Good AGood afternoon
How could I remove what I show in the image from appearing when I send an Invoice, Statement, Order, etc. to a client by email?

It’s nice to see you again in the Community, @BSDUSA.

Let me assist you with removing or changing your email template in QuickBooks Desktop (QBDT).

To alter the message from the email forwarding to your vendors or customer, we can go to your company preferences to make the amendments.

Here’s how:

1. Go to the Edit menu and select Preferences.
   
2. From the side menu select Send Forms.
3. From there, navigate to the Company Preferences tab.
4. Click the dropdown to choose what transaction template to edit.
5. Choose the transaction type you want to change the email template.
6. Tap the Edit button.
   
7. In the Edit Email Template, you can change the message enter or leave it blank if you prefer.
8. Lastly, click Save.
   

Let me know if you need further assistance with your company preferences. The Community is 24/7 available to assist you. Have a good one!

Good Afternoon
We have already tried to do it like this, but every time we send an email, the file where Qb is being worked on comes out (as I show you in the image).

Thank you

Glad seeing you back here on this thread, BSDUSA. Let me help you rectify your concern when sending these transactions by email and ensure this gets resolved for you.

Beforehand, may I know what email service provider were you using when sending your Purchase Order transactions? You also can share complete screenshots of the POs being sent so I can further review and provide detailed resolution. Any additional information will be much appreciated.

To help us narrow down the issue you're encountering, let's perform some troubleshooting steps in your desktop company file. You can run the Verify Rebuild Data tool and ensure you've verified your QuickBooks Desktop is up-to-date. This way, you'll always have its latest features and fixes.

Additionally, I'd suggest reviewing your company name from your account and making sure these matches the company name reflected on the transactions sent through email. This way, I'll be able to identify other aspects that may be causing this issue.

If you encounter any errors during or after these steps, please let us know in this thread. Also, you can learn more from these articles if you encounter errors when sending emails through Outlook or Webmail setup: 

• How to fix "Error: QuickBooks is unable to send your email to Outlook".
• Fix webmail password issues in QuickBooks Desktop.

Additionally, I'm sharing this guide to learn more about repairing your QBDT file: Fix data damage on your QuickBooks Desktop company file.

We're looking forward to hearing more from you, BSDUSA. Please don't hesitate to leave a reply below. Keep safe.