QuickBooks 2021 For Dummies

Chapter 17

File Management Tips

IN THIS CHAPTER

Backing up QuickBooks data

Deciding when and how often to back up your data

Restoring your QuickBooks data (if you lose it)

Using the Accountant’s Copy

Creating and using portable files

Using the Audit Trail

Setting a closing date and password

Okay, you don’t need to worry about the data files that QuickBooks stores your financial information in. QuickBooks does pretty much all the dirty work. That said, you do have a few housekeeping tasks to take care of. In this chapter, I describe these chores and show you how to do them correctly with minimum hassle.

Backing Up Is (Not That) Hard to Do

Sure, I can give you some tricky technical examples of fancy backup strategies, but they have no point here. You want to know the basics, right? ...