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Create or restore backup files in QuickBooks Desktop Point of Sale - Schedule automatic backups

 

To completely back up your company files, follow the steps to create a backup company file. If you want to send your data to your accountant, consider sending them an accountant copy. You now have a portable company file you can send online or put on a USB. The file will look like this: [Unique company file name]. Note: If you give someone a portable copy, they can access everything in the file.

It's password protected and they'll need the password to open the file. If you have issues creating a portable company file, here's how to fix it. When you open your portable company file, QuickBooks automatically reindexes your data. This fixes many data issues. Need to make changes or updates to your accounts or subscriptions?

Visit the Account Management Page. QuickBooksHelp Intuit. Learn how to create a portable version of your company file that's easy to move.

Step 2: Consider creating a backup Portable company files are great for sharing or moving accounting data around when you don't need a full backup. Step 3: Create a portable company file Open QuickBooks and log in as an admin. Go to the File menu and select Create Copy. Select Portable company file and then Next. Give your portable company file a unique name. This makes it easy to tell apart from your regular company file.

Select a location to save your portable company file. Pick somewhere that's easy to find, like your Windows desktop. When you're ready, select Save and then OK. Step 4: Open a portable company file To open a portable version of your company file: Open QuickBooks and log in as an admin. You can continue to work in your company file while your accountant works on the Accountant's Copy.

When they're done, simply import their changes and update your books. Here's how to create and send an Accountant's Copy. Before you start, if you use QuickBooks Desktop Enterprise, turn off any Advanced Inventory features you currently use. You'll turn them back on as soon as you send the Accountant's Copy.

There are two ways to get an Accountant's Copy to your accountant. You can create a file to put on a USB or online hosting service. You now have an Accountant's Copy. It has a. You can put the file on a USB and give it your accountant, attach it to an email, or share it through a cloud service like Box.

QuickBooks closes all open windows and sends the file. Keep in mind, your accountant has two weeks to download the Accountant's Copy you sent. You can keep them on while your accountant works on their Accountant's copy. But, you'll need to briefly turn them off again when you import their changes. If your accountant adds inventory transactions to the Accountant's copy, they won't have your Advanced Inventory details.

This includes things like serial numbers, inventory sites, or lot numbers. You can add this info manually if you need it. It also restricts certain activities to avoid conflicting with your accountant's changes. The message stays until you get the file back and import your accountant's changes , or until you remove the Accountant's Copy restriction. Need to make changes or updates to your accounts or subscriptions?

Visit the Account Management Page. QuickBooksHelp Intuit. Hover over Accountant's Copy and then hover over Client Activities.