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Create a backup file: Quickbooks Desktop

This article describes how to create a backup file in Quickbooks Desktop.

Before starting with the pre-conversion checklist, create a new backup of your Quickbooks Desktop (QBD) file.

Backing up is creating one file that contains all company information and transactions at the time the backup was made.

In case you are doing a backup before clean up - we advise you to give this backup the name PRE_CONVERSION.QBB.

In case you are doing a backup to upload to Dataswitcher - we advise you to give this backup the name DS_CONVERSION.QBB.

To create a new backup file in QBD, follow the following steps:

1. Click on File > Create backup

2. Select Local Backup > Next > Save it now

3. Then, you will be prompted for a file location and filename. Click Save.

4. Backing up of your data will now start. 

Please note that the backup file to be uploaded for conversion should be in QBB file format.

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