---
title: "QBD Onboarding Step 2: Create QuickBooks Desktop backup file"
slug: "qbd-onboarding-step-2-create-quickbooks-desktop-backup-file"
updated: 2026-03-26T22:03:18Z
published: 2026-03-26T22:03:18Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QBD Onboarding Step 2: Create QuickBooks Desktop backup file

## Overview

After setting up your GL accounts in QuickBooks Desktop, create a backup QuickBooks company file to protect your accounting records. If you experience a data loss, use the most recently saved backup to restore your company file.

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#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- [Accounting and email permissions](/v1/docs/send-customer-statements#permissions) are required to use this feature. Please contact the account administrator on your team.
- The [permission] is required to use this feature. Please contact the account administrator on your team.

## Things to know

- Back up your QuickBooks company file frequently to ensure it contains the most recent data.
- Schedule automatic backups in QuickBooks so you don’t have to manually create a backup each time.
- Save the backup company file to a different computer in a remote location from the actual QuickBooks company file.

## Back up your QuickBooks Desktop company file

Visit the [QuickBooks Support article](https://quickbooks.intuit.com/learn-support/en-us/back-up-data/back-up-your-quickbooks-desktop-company-file/00/202669) for detailed instructions on how to create a backup for your company file.

## Next step: Map pricebook items to a QuickBooks general ledger account

After creating a QuickBooks Desktop backup file, you can start mapping pricebook items to a QuickBooks general ledger account. For more, see [QBD Onboarding Step 3: Map pricebook items to a QuickBooks general ledger account](/v1/docs/qbd-onboarding-step-3-map-pricebook-items-to-qb-gl-account).

## Want to learn more?

- See [QuickBooks Desktop](/v1/docs/quickbooks-desktop)