Create a backup file: QuickBooks Desktop (QBDT)

This article describes how to create a backup file in QBDT.

Before starting the pre-conversion checklist, create a new backup of your QBDT file.

The Backup will create a single file which contains all company information and transactions at the time the backup was made.

When creating a backup and cleaning up data - we advise you to give this backup the name PRE_CONVERSION.QBB.

When creating 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 QBDT, follow the following steps:

1. Select File > Create backup

2. Select Local Backup > Next > Save it now

3. You will be prompted for a file location and filename. Click Save.

4. The backup will commence.

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