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How to Schedule Automatic QuickBooks Backup

Worried about your QuickBooks files? With an unpredictable weather, and unpredictable circumstances, you don’t want to worry about losing all of your company’s important financial information. Since we’re so consistently busy, we might not remember to back up files ourselves. There is a way to schedule QuickBooks to automatically back up your files.

First go up to File > Create Backup or Create Copy and select Backup Copy. You have a selection at the bottom of the window for “Options”. When you go into here, make sure everything matches where you want the file to back up. When you exit out of options, go to “Next”, and select “Only Schedule Future Backups”. You may select that you want to save backup copy automatically when you close your company file. Again, you can adjust your options here. Note that, if you choose, you may also enter your Windows password in case you’re logged out of your system when the update is scheduled to occur. And now you’re set to run automatic backups!

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Create a “New” Backup file. You will see this screen pop up. Enter the information for how you want your Backup to be saved. You can choose to do it weekly by selecting to run this every 1 week, or biweekly by choosing every 2. We suggest doing several backups a week – maybe Monday night, Wednesday night and Friday night. This way if there ever is any corruption issues you always have a recent backup available. This helps protect against QuickBooks specific corruption problems.

Be sure to note that this is saving your company file local on your computer if you choose the C Drive, or possibly to another local mapped drive. This can be an issue in the case of a fire or even electrical surges. We always suggest having an offsite backup of your files as well. Of course most people now-a-days have their entire system backed up. We strongly suggest this by using a company like Barracuda or Carbonite.

If you have any questions or ideas for videos, please leave a comment below.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

3 thoughts on “How to Schedule Automatic QuickBooks Backup

  1. Tammy says:

    I have done the steps for scheduled backups, to be saved on a thumbdrive on quickbooks computer. However, back up not happening. Any suggestions? Thanks

  2. Becky Lazerson says:

    What versions is this available in? I am not seeing it in the 2018 Desktop version that I am currently running for a few of my companies.

  3. Wil Babilonia says:

    For everyone that has issue with the scheduled backup not doing the back ups, you have to manually reconfigure the task scheduler in windows, find the Quickbook task, and set the “configure for” field as Windows 10.

    I also have a question. The password field seems to be not a “you may enter” but a “you must enter”, and right now I am having an issue where my PC user doesn’t have or need a password, for this password field is supposed to be empty, but if I leave it empty, I cannot continue with the Backup Schedule.

    Any help?

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