This article provides background information and best practices for backing up QuickBook files successfully with the Code42 app.
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The Code42 app can back up open files, like QuickBooks' primary .QBW file, by default. However, in Windows, the Code42 app relies on VSS (Volume Shadow service) to back up these open files. While VSS works great for many applications, the file formats used by certain programs can create limitations that make VSS backups less than ideal.
Although VSS can make a backup copy of your open .QBW file, the backup won't be as robust as a QuickBooks Backup file (.QBB). When you create a .QBB file with QuickBooks, the application verifies the integrity of the .QBW file, and also backs up your templates, letters, and logos. Additionally, it backs up information from Statement Writer, CashFlow Projector, Business Planner, and Loan Manager.
How it works
The best way to back up QuickBooks with the Code42 app is to schedule automated backups in QuickBooks (creating a .QBB file) and then add the location of these backups to a Code42 app file selection.
Step 1: Schedule automated backups in QuickBooks
First, configure QuickBooks to create scheduled backups. Intuit provides instructions for creating backups daily, or on specific days.
Step 2: Back up your .qbb files with the Code42 app
Once you have created your QuickBooks backup schedule, ensure that the location of the .QBB is included in your Code42 app file selection.