QuickBooks Desktop Backup: Check Your Version & Save a Company File

Before setup, check your QuickBooks version, and make a fresh backup of your company file. Open QuickBooks with your company file. Press F2 to open Product Information. Note the product, year and release at the top, so your support team can choose the right setup. Now make a backup. Open the File menu, choose Back Up Company, then Create Local Backup. Select Local backup, then select Next. Choose where to save your backup. A USB drive or another disk is best. Then select OK. If QuickBooks warns that the backup is on the same drive, it's safer to change the location. In this example, we keep it. Choose Save it now, and select Next. Check the file name, and select Save. QuickBooks confirms where your backup was saved. Keep it safe until setup is finished. Finally, share three things with your support team: your QuickBooks product, year and release, where your company file is kept, and the date of your latest backup.