How to Automate QuickBooks 2014 Backup

In my perfect world I would click the X on QuickBooks, it would close, back itself up automatically and I would be done in 1 click. That day is finally here! Follow the steps below to setup QB to do the same.

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How to Automate QuickBooks 2014 BackupHow to Use Quickbooks Automatic Backup

Please follow the instructions within Quickbooks 2014 to set up automatic backups.

  1. Select File > Back Up Company > Create Local Backup. This will open the Backup Wizard.
  2. Select Local Backup. If you have not already done so, click Options to set your backup defaults (such as where you want to save your local backup), and then click Next.
  3. Click “Only schedule future backups” (to create a schedule without running a backup) and click Next.
  4. Select the first checkbox that says “Save backup copy automatically when I close my company file every”and then enter a number to specify how often you want your company file to be backed up. For example, to backup your data file every time you close it, type 1 in the field provided. The backup will be stored in the location you specified in the Create Backup: Options window. To create a scheduled backup click New and fill in the details. Since I am the only user I have opted to NOT schedule a backup and ONLY backup when Quickbooks is closed. Here is a look at my settings:quickbooks automatic backup
  5. Click Finish to close the wizard.
  6. IMPORTANT – You will receive a little pop up that says “No Backups are currently scheduled.” This is ok because you only setup the backup to run when QuickBooks is closed, not on a daily schedule. Close QuickBooks and you should see it automatically backup.

Want QuickBooks to backup automatically on a daily schedule?

Follow these steps:

  1. quickbooks schedule daily automatic backupSelect File > Back Up Company > Create Local Backup. This will open the Backup Wizard.
  2. Select Local Backup. If you have not already done so, click Options to set your backup defaults (such as where you want to save your local backup), and then click Next.
  3. Click “Only schedule future backups” (to create a schedule without running a backup) and click Next.
  4. Uncheck the first checkbox that says “Save backup copy automatically when I close my company file every”
  5. Click the “New…” button
  6. The Schedule Backup window will open. Enter the following information like the picture below. Make sure you choose a good location (such as an external hard drive) using the browse button.
  7. Click OK

Join the discussion One Comment

  • Elvira says:

    Hello!I’m not sure if this has been directly aewnsred, I did read through but it was a lot! You do seem very knowledgeable. I have one user that I would like for her to only be able to 1) Create Invoices (have this one taken care of) and 2) Enter Accounts Payable ..Only ENTER. I do not want her to see account balances (our company bank balances), I don’t want her to have access to pay the bills but could possibly live with it Is this possible? My goal is to have someone simply enter the bills as they arrive so that I can take care of it from there.Thanks in advance!

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