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.
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.
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 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.