Overview
By creating and saving a backup of your QuickBooks company file to your ServiceTitan account, you can protect your records in case of data loss. This article walks you through how to set this up. Backups can then be restored in the future as necessary.
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 for details.
Accounting and email permissions are required to use this feature. Please contact the account administrator on your team.
Things To Know
You need to switch to Single-user Mode before creating a backup file.
If the QuickBooks header displays Multi-user, ask all other users to sign out of QuickBooks.
You can't delete your old Quickbooks company file. You need to deactivate it.
Switch to Single-user Mode
Go to Quickbooks and click File.
From the dropdown, select Switch to Single-user Mode.
Create a backup file to your ServiceTitan account
In QuickBooks, click File.
From the dropdown, select Backup Company > Create Local Backup. The Create Backup screen opens.
Select Local backup and click Options. The Backup Options screen opens.
Click Browse and select a location to store all future backups.
Click OK.
Note: If a pop-up appears after clicking OK, click Use This Location.
When you return to the Create Backup screen, click Next.
Click Save it now.
Click Next and Save.
Once the backup has completed, go to https://spaces.hightail.com/uplink/servicetitan.
Drag and drop your backup file into the webpage, or click My Computer to add the backup file.
When the prompt appears, enter your full name and email address.
In the Messages field, enter the admin password.
Note: ServiceTitan needs full access to backup files. Use the admin password to allow full access.