Episode 9: QuickBooks Backup and Restore
In this episode I walk through the process of backing up and restoring your QuickBooks data. I also take a look at the Portable Company File which is similar to a backup. You should take great care in developing a good backup strategy for your QuickBooks file. The built-in backup and restore functions are pretty good and well thought out, but it tends to scare people because there is a lot of information and instruction included along the way. Hopefully by watching this I can help those people that are unsure of how to make a backup because it is so important to have a backup so that you don’t lose all of your data to a computer catastrophe. I mention the Intuit QuickBooks Online Backup Service too, but I have never used it. If you have any experience with it, please let me know in the comments section on the website.
Hi there! I'm Mike. I am a CPA and an Advanced Certified QuickBooks ProAdvisor. I teach QuickBooks locally in classrooms and do one-on-one training sessions. I created this site so I could extend my teaching to more people and offer them the best support possible.
Found this by accident on Itune. As I am treasurer for a society, this was very helpful. I know a bit about Quick Books, but some of the information given by Mike were very useful. I look forward to more episode and encourage people who are using Quick books to listen to the episode. You will get something out of the presentation. Very well done and thanks
Good information. But what I am doing is restoring from an earlier version of QB (2007) and loading it into a new version of QB, version 2010. Will this work?
Will
Hi Will. Yes, you can restore an older version backup into a newer version of QuickBooks. It will take the backup file (.QBB) and create a working .QBW file, but before you can open that .QBW company file it will need to update it to 2010. Once that happens you cannot open it in QB 2007 anymore so make sure that is OK. If I remember correctly it will force you to make a new backup before it updates the data file, just in case something goes wrong. But the software will walk you through the whole thing. Just follow along and be sure to read each step so you know what is going on. Good luck!