Secure your QuickBooks files with these simplified processes

Image result for Secure your QuickBooks files with these simplified processesQuickBooks have proven to be a worthy program for accounting financial data. Nonetheless, most businesses still don’t understand that the data can be exposed to certain dangers if not properly secured. Well, if you utilize QuickBooks integration, it is high time that you gave great importance to protecting your company’s financial data because a single hardware malfunction might jeopardize all your stored data, which is not something you want to get you unawares.

In this regard, it is important that you start taking steps to regularly back up your data in case a hardware malfunction occurs. The good thing is that you can do this in two ways, manually or better yet schedule an automatic back up-whichever you prefer.

Manual backup

If you would rather backup your QuickBooks data manually, here is a simplified step by step guideline;

  • Go to file menu, click save copy or backup
  • In the pop-up dialog box, click backup copy and then next
  • Choose local backup then option to choose a backup location
  • Select the file you want to back up the location for backup
  • Proceed to the save copy dialog box and select the appropriate drive in the list (if not using removable media)
  • Select save now and click next
  • Verify the file you just saved and ensure that the backup up file is selected in ‘save as’
  • Save and then return to QuickBooks backup
  • In the dialog box, select verify data integrity and proceed
  • Click OK to begin the backup process.
  • After the backup completes, click OK to return to QuickBooks Home.

Note; in most cases, verify data integrity is set as the default choice for backups. The backup time tends to be elongated as the backup file grows in size. So here you will want to verify regular or once with every few backups.

Furthermore, on the off chance that you are back-in up information over a system, checking information trustworthiness could generously increase traffic over your system. Go back to your QuickBooks for help if you have questions regarding this.

If the backup is successful, you will receive an OK message.

Automatic backup

  • Go to file menu and click save copy or backup
  • In the save copy window, choose to save backup
  • click next
  • Select backup location and then click next
  • Click save backup now or schedule future backups
  • Click next
  • If you want to back up data every time you close QuickBooks, then choose automatically backup file (insert the interval in which you would like the backup to commence)
  • Click OK to finish

If you are scheduling for automatic data backups, ensure that you leave your copy of QuickBooks in single user mode as the program may fail to back up when left in multiuser mode.

For business in need of software that can help integrate their merchant credit card processing with QuickBooks, various companies offer these services. Just do your due diligence in selecting a reputable company that will help you secure your companies data?

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