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How to use quickbooks accountant desktop
How to use quickbooks accountant desktop







  1. How to use quickbooks accountant desktop pro#
  2. How to use quickbooks accountant desktop Pc#
  3. How to use quickbooks accountant desktop plus#

However, Intuit has encouraged customers to use their new security service, Intuit Data Protect. You create an Online Backup the same way you’d create a Local Backup-by selecting “File,” “Create Backup” and then “Online Backup” (or “Local Backup”-they appear in the same window). Some companies are still using QuickBooks Online Backup to secure and restore their data. QuickBooks Online Backup is the old system offered by Intuit to allow QuickBooks Desktop users to backup their data through an online server.

  • Choose which files to back up, then “Continue”.
  • Then, backup Desktop files using Intuit Data Protect
  • Select your preferences and click “Continue”.
  • Then select “Open Intuit Data Protect” and “Activate Now”.
  • Select “Intuit Data Protect” and right-click the green padlock icon.
  • Then select “Set Up/Activate Online Backup”.
  • How to use quickbooks accountant desktop pro#

    For QuickBooks Pro or Premier, you must purchase Data Protect separately. If you have opted for the “Plus Add-on” on any of the Desktop plans, Intuit Data Protect is included in your yearly subscription (Pro Plus, Premier Plus, and any Enterprise plan). This plan includes 100 GB of storage and 45 days of stored backups.

    How to use quickbooks accountant desktop Pc#

  • Entire PC Plan: If you are going to use Intuit Data Protect to back up your entire PC (Intuit’s preference), you are charged $9.95 monthly or $99.95 annually.
  • Company Data Plan: If you only need to back up one QuickBooks Company file, Intuit Data Protect costs $4.95 monthly or $49.95 annually.
  • If you opt for the larger plan, you can also use Intuit Data Protect to backup any files on your computer. Intuit Data Protect backs up all QuickBooks files related to your company (templates, letters, logos and images), any files that have been attached in QuickBooks, your Financial Statement Designer, Cash Flow Projector, Business Planner, and Loan Manager files. You can view your backup history by date and time and store up to 45 days of backups. Intuit Data Protect shows status alerts on your QuickBooks Desktop homepage, notifying you of recent backups and any incomplete or failed backup files. You can manually backup your files using Intuit Data Protect by selecting “Back up now.” Your computer needs to be on for Intuit Data Protect to run, but if you miss a scheduled backup, the program will run automatically when the computer boots back up. The program runs automatically, once a day. Data Protect is a new, subscription-based service that fully integrates with QuickBooks Desktop versions 2016 and later. Intuit Data Protect is QuickBook’s favored offering for online backups. However, there are many online options now available in QuickBooks 2019 and other Desktop version, some that integrate directly with the software. QuickBooks Desktop users are accustomed to creating routine local backups in order to protect their data security.
  • You can export data manually by viewing a report, selecting the Export icon and selecting “Export to Excel” or “Export to PDF” (see below).
  • QuickBooks Online users typically export data manually or utilize a third-party app.
  • The preferred backup for QuickBooks Desktop users is Intuit Data Protect.
  • What is the best way to backup QuickBooks? Then, your data will back up automatically, once a day, every day.
  • First, you need to activate Intuit Data Protect through your Desktop account.
  • How do I set up automatic backup in QuickBooks?

    how to use quickbooks accountant desktop

    Most plans average around $10/month or $5/month for Accountants.

  • If you’re a QuickBooks Online user, protection plans vary based on the app you choose.
  • Data Protect is included with some Desktop plans at no additional cost.
  • Intuit Data Protect starts at $4.95/month for one company plan.
  • QuickBooks Online accounts must set up a backup through a third-party app or export data manually (see below)

    how to use quickbooks accountant desktop

  • QuickBooks Online Backup is only available for QuickBooks Desktop accounts.
  • Follow the step-by-step instructions below to activate your data protection plan or purchase Intuit Data Protect through QuickBook’s app store.

    how to use quickbooks accountant desktop

    How to use quickbooks accountant desktop plus#

    It is included with Pro Plus, Premier Plus and Enterprise Plans.

  • QuickBooks Online Backup is now Intuit Data Protect.
  • How do I set up QuickBooks Online Backup? Note: there will be some repetition in the FAQs scroll down to read more in-depth answers to every question. But first, let’s cover some of your basic questions. In this article, we’ll delve into some of the minutiae of backing up QuickBooks data-both Desktop and Online. Most QuickBooks users depend on some sort of online backup for their data security and peace of mind. The data you store in QuickBooks is crucial for running your business, managing your finances and paying your taxes.









    How to use quickbooks accountant desktop