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A
Anonymous
December 18, 2018
Solved

Scheduling Local backup

  • December 18, 2018
  • 3 replies
  • 1 view

I recently switched from QB Enterprise 2012 to QB Premier 2019.  Data files were converted and the new installation is working fine.  I set up the backup routine to the same way it was set up in the old Enterprise product.  The backup is set to run nightly, saving the backup to the E drive which is a separate drive attached to my computer via a USB connection.  This drive has plenty of free space and the process worked flawlessly under Enterprise.   When I run the backup manually for the Premier product, the backup works fine.  However when it runs automatically overnight, I only get a very small TMP file.  I have stored my Windows password as required.  Any help would be greatly appreciated.  Thank you.

Best answer by

Thank you for the response, @196928.

 

I appreciate the steps you've tried in running the scheduled backup.

 

Let me route you to the right support that can help verify if you can do a scheduled backup to an external drive in QuickBooks Premier. Our Desktop Care Support can access your account in a secure environment to further check the issue. They have helpful tools that can further isolate your problem in running the backup and provide the necessary troubleshooting steps to get this resolved.

 

Here's how to get their contact information:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Keep me posted how it goes. You can always drop by again in the Community if you have other questions. Have a great weekend.

3 replies

A
Anonymous
December 18, 2018

As an additional piece of information, I am running Windows 7 Pro.

Rustler
Rustler
Level 15
December 18, 2018

Frankly I am surprised enterprise worked flawlessly using an external drive.  QB is notorious for not playing well with external drives.  Personally I think it has something to do with the wake up command QB has to first issue to access the drive, but who knows.

I back up to a computer local hard drive, and I have a script that runs to copy from the local drive to the external drive and to a google drive folder so it syncs to my account in the cloud

Sorry I couldn't be more help.

    A
    Anonymous
    December 21, 2018

    Well I have tried everything to no avail.  We are running a client/server environment with the database on the server and the desktop running the actual QB Premier application.  I have tried to schedule a backup to an external drive, to the same drive where the database is housed and to my C drive.  In every case, all I get is a small tmp file but no backup file.  We run Windows 7 Pro on the desktop and Windows Server 2016 on the server.  I can run a manual backup with no problem and save the backup file anywhere I want.  The problem is only with running scheduled backups.  I have saved my Window PW as requested and verified that it is correct.

     

    Any thought or suggestions form anyone out there would be greatly appreciated.  Thanks

    S
    scraig1024
    September 24, 2020

    Hi there, scraig1024. 

     

    Thanks for stopping by the Community this afternoon. I'm happy to provide you with feedback on the backup process in QBDT. Below is the process you can follow for setting up automatic backup. You shouldn't encounter any issues with running multiple backups at the same time and I recommend keeping the product running throughout. Follow along below:

     

    Step 1: Create a backup company 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). However, it doesn't back up your payroll forms. We'll show you how to do that later on.

    There are two ways to back up your data. You can either back up your data automatically or do them manually.

     

    Schedule automatic backups:

     

    Instead of manually backing up your company file, let QuickBooks do it automatically.

    1. In QuickBooks, go to the File menu and select Switch to Single-user Mode.
    2. Go to the File menu again and hover over Back up Company. Then select Create Local Backup.
    3. In the window, select Local Backup and then Next.
    4. In the Local Backup Only section, select Browse and select where you want to save your backup company file.
    5. Set the number of backups you want to keep. This is optional.

      Tip: No need to pencil it in on your calendar. Use the options in the Online and Local Backup section to set backu reminders.

    6. In the Online and Local Backup section, select Complete verification. This runs a test to make sure your backup file is in good shape before you save.
    7. When you're ready, select OK.
    8. Select Save it now and schedule future backups and then Next. Or if you don't want to save a backup now, select Only schedule future backups.


       
    9. Select the Save backup copy automatically when I close my company file checkbox. Then select the number of times between backups.
    10. To create a schedule, select New. Fill out the data fields to create a backup schedule. You can set a specific time or day of the week.


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

    QuickBooks creates a backup and schedules your future backups at the same time. When it's done, you get a confirmation message.

     

    Next steps: Restore your backup:

     

    Now you have a backup company file you can use to restore your company file. This file has a .qbb extension at the end of the file name.

    Important: If you keep your backup company files on an external device or a hosting service like Box, you'll need to move them to your local hard drive first before you restore.

     

    Should you encounter any issues and want to backup your files manually, you can find the steps to do so as well as the ones provided above in the following link: Back up your QBDT file. 

     

    If you have any other questions, feel free to post them here whenever you need help. Thank you and have a lovely Thursday. 


    Thank you  I re read the first paragraph.

      W
      what7
      August 1, 2023

      Hello QB

       

      Your currently do my online back you at 10:30 A.M. which is to early. I would like this changed to 4PM everyday. How do I arrange that with you

       

      L
      lin_jcaj
      Level 9
      August 1, 2023

      I've got the steps to change the backup settings in QuickBooks Desktop, what7.

       

      If you are referring to your local backup, you can accomplish the task by following the steps below: 

       

      1. Go to File and hover over Back up Company. Then select Create Local Backup.
      2. Select Options.
      3. Make changes, then select OK.

       

      For more details, refer to this article: Back up your QuickBooks Desktop company file.

       

      If it's for online backup, the steps are as follows:

       

      1. Open Intuit Data Protect.
      2. Select Change backup settings.
      3. On the Select QuickBooks Data window, choose the files you want to backup, then select Continue. Note: For Entire PC Users, after you choose Continue, select the additional folders you want to back up on the Select other folders to back up window.
      4. Click Continue. On the Notifications Email Settings window, choose whether to be notified or not.
      5. Tap Continue again, then choose your backup time.
      6. Select Continue to save the changes, then exit from the settings window.

       

      Once everything is all set, you can restore your company file in QBDT. 

       

      If you encounter difficulties while attempting to restore your backup file, you can use this article to help you fix them: Fix backup company file issues in QuickBooks Desktop.

       

      I'll always be around if you need more help changing your scheduled backup settings or any other issues. 

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