From that menu select the Create Local Backup option as illustrated in Figure 1.1.Īfter that, the Create Backup window will open within QuickBooks. Once you hover on the Backup Company option, another menu will open. Step 4.Īfter clicking on the File menu, hover your mouse on the Backup Company option. Next, you need to click on the File menu located on the top left of QuickBooks.
Log in to the company file with Admin user access. Open the current version of QuickBooks, i.e. First take backup of the current version (Steps for taking company backup:) Step 1. Then follow the steps to upgrade to the latest version of QuickBooksġ.First, take a backup of the current version.Before upgrading the company file, you need to prepare a backup of the current version of the file in order to keep the data safe in the event of a technical issue.
