Code42 agent and QuickBooks
Who is this article for?
Instructor, no.
Incydr Professional, Enterprise, Horizon, and Gov F2, no.
Incydr Basic, Advanced, and Gov F1, yes.
Overview
This article provides background information and best practices for backing up and restoring QuickBooks files successfully with the Code42 agent.
Considerations
- QuickBooks stores your data in a file with the extension .qbw (Windows) or .qb2017 (Mac).
- The company file examples for Mac in this article use the file extension .qb2017. However, depending on your version of QuickBooks, your files may use the extension .qb2018, .qb2019, or another year.
- QuickBooks also allows you to create a complete backup of your information. These files use the extension .qbb (Windows) or .dmg (Mac).
Back up QuickBooks files with the Code42 agent
The following instructions suggest backing up the QuickBooks company file or backup file. See the QuickBooks community for a list of QuickBooks files for Windows and Mac that you may also want to back up.
Mac
- Go to Manage Files in the Code42 agent.
- Add your QuickBooks company file (.qb2017) to your file selection. The default location of this file is C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files.
On Mac, add your QuickBooks .dmb file to your file selection.
Windows
- Schedule automated backups in QuickBooks (creating a .qbb file).
- Go to Manage Files in the Code42 agent.
- Add the .qbb file to your Code42 agent file selection.
VSS and QuickBooks
The Code42 agent can back up open files, like the QuickBooks' company data file (.qbw), by default. However, in Windows, the Code42 agent 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, such as QuickBooks, 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.
For more information about how the Code42 agent works with VSS, see Understand and troubleshoot backing up open files with Windows VSS. Restore QuickBooks files with the Code42 agent
You can use the search bar in the Code42 agent to search for files by the QuickBooks file extension.
Restore the QuickBooks backup file (.dmb or .qbb file)
If you created backup files through QuickBooks and included them in your backup selection, follow the steps below to restore the backup files created by QuickBooks.
- Go to Restore Files in the Code42 agent.
- Restore your QuickBooks backup file using the location you selected when you set up your backup in QuickBooks.
- After the Code42 agent restores the QuickBooks backup file to your computer, restore that file to QuickBooks.
Restore the QuickBooks company data file (.qbw or .qb2017 file)
- Go to Restore Files in the Code42 agent.
- Restore your QuickBooks company data files using the Code42 agent. The default location of the the company file is C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files.
If you have backed up other QuickBooks files, you may need to restore those, too. See the QuickBooks community for more Windows and Mac QuickBooks file extensions.