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gerdgoebel
Level 4

QB Mac 2020 - Naming Backup

When I do a manual backup I would like the option to use my own backup name. For example, I just did a cleanup on a new company file, deleting transactions, customers, vendors, and items I don't want to use.

When I select Backup I only have an option to select the folder but no option for the backup name.

I could use the default name as long as I can add my own text as well.

I currently have to show the backup in the backup folder, then select it andrename it. This could be done in a single step.

1 Comment 1
ChristieAnn
QuickBooks Team

QB Mac 2020 - Naming Backup

Hi there, gerdgoebel.

 

The name of the backup file name depends on what you've set up for your company name. That said, the option to automatically use your own backup name is unavailable. For now, renaming your backup folder is the easiest way so you're able to change the backup name.

 

You can check this article on how to schedule automatic backups of your company file: Back up your QuickBooks Desktop for Mac company file.

 

Please also refer to this article on how you can restore your backup company file and your attached documents in QBDT for Mac: Restore your backup company file for QuickBooks Desktop for Mac.

 

I suggest visiting our QuickBooks Firm of the Future blog to know about the latest news and updates from QuickBooks Desktop.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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