How to Back up a Quickbooks Desktop File

By Andrew | Updated


We recommend as part of our best practices that prior to integration with Revel, all clients backup their Quickbooks file.

This is intended to prevent any data loss during the process and preserve a copy of the client's finances in case of emergency.

This is the home page of Quickbooks Desktop. Access File Menu> Backup Company 

Select 'Create Local Backup' This will open the Backup Wizard 

Select Local Backup and press Next 

Enter a File Path in the top line. This is where your Quickbooks Backup will be saved. 

Choose Save it Now Press Next

 Confirm the File Path and the Name which you Chose in step one. Press Save 

 Intuit will Verify the Data and make note of any errors. 

 Once you see this message, your Backup is complete. You are ready to integrate your Quickbooks into Revel. 

To integrate your Revel and QuickBooks Desktop, please follow the steps outlined on this guide;

QuickBooks Desktop Setup Wizard

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