How to create a Quickbooks Desktop File backup
To create your backup, follow the instructions in this
link or the screenshots below:
NOTE: Please do not take an Accountants backup as these cannot be used for conversion.
1. Open the company file that you want to back up, once the company file is open go to File > Back-up company > Create Local Backup
2. Make sure Local Backup is select and then select Next
3. Select Browse to choose where to save your file once select OK
4. Select Use this Location - as this is a backup for instant upload and not safe keeping there is no issue with saving it on the same hard drive
5. Ensure Save it Now is selected and then select Next
If you have taken a QBB extension backup and there is a password please add the password on the upload page.