Backing Up and Restoring a Company File in QuickBooks

 

Company files that come from an older QB version can definitely be opened in newer versions. However, if the gap between each version is big, the conversion process needs to be done gradually.

In your case, using an intermediate version is needed to make sure that your file will be converted properly (e.g. Convert from QB 2009 to 2012 to 2016).

To perform a backup, you must be in single-user mode. Before switching to single user mode, make sure that no one is signed into QuickBooks.

Choose File > Switch to Single-user Mode, and follow the prompts to switch and log in again.

Once you have finished taking a backup of your company file, you can turn on the multi-user mode again.

Choose File > Switch to Multi-user Mode to return to multi-user mode.

  • Choose File > Backup Company > Create Local Backup.
  • Select Local Backup.
  • Click the Options The Backup Options window will open.
  • Click Browse and select the location where you want to store your backup file.  If you have opted for a file hosting service (like Drop Box), flash drive or any other removable media, look for the item in the list.  You may need to check additional folders.  When you have chosen and done, click OK.
  • Select the additional options as needed. When complete click OK.
  • Click
  • Select Save It Now, and click Finish. The backup will begin to process.

If you choose Save it now and schedule future backups or only schedule future backups.

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