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Backing Up Quicken & Quickbooks Files

  • 6 October 2013
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Backing Up Quicken & Quickbooks Files
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If you want to use the Backup & Sync feature in Webroot SecureAnywhere to back up financial application data files, please follow the instructions below.

In order to properly back up data files, follow the vendor's instructions to create a data backup file and use the Backup & Sync feature to the backup file. You will use the vendor's software to adjust the frequency of backups.

Backing up Quicken Data

  1. Start Quicken and click File, then click Backup.  
  2. Set the file location. Create a directory that will only be used for backup files. The backup includes five files with the file extensions QTX, QSD, QPH, QEL and QDF.  
  3. Next, add your backup directory to Webroot SecureAnywhere. Every time a backup file changes or a new backup file is added to the directory, SecureAnywhere will upload the new changes. For more information on backing up Quicken, see this Quicken support article
Backing up QuickBooks
  1. On your computer, create a folder to hold your backup of Quickbook files.  
  2. Open Webroot SecureAnywhere to the Backup & Sync tab, and make sure Backup & Sync is selected at the left.  
  3. Under Synchronization, click the Change Settings link.  
  4. Click Synchronized Folders on the left.  
  5. Click Add Custom Folder.  
  6. In the next panel, click the Browse button and navigate to the Quickbooks backup folder you created in Step 1. Select the folder and click Add.  
  7. Now, open Quickbooks.  
  8. Select File and Save Copy or Backup from the menu.  
  9. Click the radio button beside Backup Copy.  
  10. Click Next.  
  11. Select Local Backup, then Options.  
  12. Click Browse. Select the folder that you created to save your backup from the pane in the Browse for Folder window. Then click OK.  
  13. Click OK in the Backup Options window, then choose Next.  
  14. Select Save it Now from the Save Copy or Backup window.  
  15. Type a file name for the backup in the area next to File Name.  
  16. Click Save.

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