Turbotax Backup File Location

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Ceola Roefaro

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Aug 3, 2024, 12:01:03 PM8/3/24

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I designated a specific location where my backup files should be stored and opted to delete the oldest backup so three backup files remain in the designated location on my computer. File > Backup Company > Create Local Backup > Options > Browse to select the location of the backup files.

During a QB session, I make entries and do not save a PDF document (invoice, estimate, etc.) to a specific location. Upon exiting QB, I am prompted to select whether I want to create a backup file or not. If I select YES, the backup file is saved and I am also prompted whether I want to delete the oldest backup file. I select YES and QB shuts down.

During another QB session, I make entries and this time I create an estimate in PDF format and save it to a client's folder on my computer. When I exit QB at the end of this session, I am prompted to select whether I want to create a backup file or not. If I select YES, the backup file is saved, only this time, it is saved in the location where I just saved the client's estimate in PDF format and NOT in the location I designated in the preferences. If I want to save the backup in the proper location, I now have to manually backup the file and it is saved in the proper location, then exit QB and opt not to backup QB.

I spent 20 minutes on the phone with one of the QB agents whose native tongue is not English. I am sure she tried her best but she did not resolve the problem. I later received an email from her with a "solution" to my issue and it had nothing to do with my issue.

In your case, it seems that the Save backup copy automatically when I close my company file checkbox is checked. Therefore, it will automatically save to the location that you've set up.

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I am running the QuickBooks Premier 2019 (the desktop version of QuickBooks) in multi-user mode, and in the past my automatic backups were running, and apparently about two months ago they quit working. Thankfully we have other albeit less accessible forms of backup so we were still able to restore from that. How do I go about fixing this? Is there something I have to do on my PC, or maybe the server where QuickBooks is running?

My QuickBooks says that it already has Intuit Data Protect installed, however, I don't have any process like that running in my taskbar, or do I see anything called that installed in my QuickBooks folder.

Once you're done setting up Intuit Data Protect (IDP), it will automatically start every time you open QuickBooks or your computer. You don't have to perform anything to get a backup. If it won't start up, we'll have to set up the IDP again.

It looks like we have an open investigation about scheduled backup that are not running in Windows 10. Please reach out to out Technical Support Team so they can get your account details and add you to the list of affected users.

In case the problem persists, you can reach our support team by requesting a callback. Our Customer Support Team for Pro, Premier, and Plus is available from 6 AM - 6 PM PT (Monday - Friday). For Enterprise, any time, any day.

A feature called Auto Data Recovery (ADR) is available in QuickBooks Desktop. To learn more about how you can recover recent transactions, I've attached this article: Recover lost data with QuickBooks Auto Data Recovery.

1) The Task Scheduler task is added by Quickbooks using the wrong "Configure For" setting. It appears this setting should be "Windows 10", but the QB backup/scheduling wizard creates it as "Windows Server 2003, Windows XP or Windows 2000".

This issue has been repeatedly documented since 2018 ( -support/en-us/install/scheduled-backups-are-not-working-in-windo...) , yet despite yearly updates, it is never addressed. Your users are doing the work for your developers, but it seems to be falling on deaf ears.

After hours of hair pulling, I *think* I found the solution, by defining the backup location (network drive) using UNC (ie: "//server/sharename") rather than using a Mapped drive letter (which worked fine in the past). This seems to work now, but I have to give it a couple days to ensure that my settings (max number of backups, scheduling, etc, are being honored).

I truly don't understand why Intuit cannot release (or document the existing AutoBackupEXE.exe) a standalone executable that we could run via a batch file, etc. It appears that the existing EXE file has no options, and no debugging/error output that could help diagnose these issues. The only command line option seems to be an obscure number, presumably so it can cross reference the desired settings within QB?

We recognize your insights, and I am happy that you were able to find a solution. And thank you for sharing it in the Community. This will also help other users who experienced the same problem as yours.

If you are in an Active Directory Environment, QB will default to trying to save the backup as a local computer user. Since I am trying to save the backup on a shared drive, I found that appending the Domain name to the User name allowed the backup to proceed with the correct credentials.

We recently upgraded to QB Desktop Pro 2023. As always, the installer kills the previous scheduled tasks. As always, QB incorrectly sets up the "Configured For" field. As always, the mapped drive letters don't work, so you must use the UNC path.

Intuit: why do you have such high contempt for your own, paying clients? The fact that you own user community has had to identify the problem, and find a solution, which you refuse to implement in multiple subsequent product versions is unexcusable.

I have a MacBook Pro. I have updated to Catalina. I have also updated my QuickBooks to the 2019 version. For whatever reason the Automatic backup just quit working. I chatted with QuickBooks for at least an hour. They were unable to help me.

This usually happens if QuickBooks could no longer access the backup location. For example, if you're saving your backup in a USB stick/external drive which may no longer be writeable or accessible for some reason.

I'm happy to help you get the automatic backup working, but first, I need you to clarify some details for me. Is your QuickBooks company file open somewhere else? Perhaps on another computer or your computer is the second one logged in.

If you're the second logged in, the QuickBooks Desktop information bar (in blue) will say Secondary, and the other login will say Primary. You'll need to close the second login before you can backup your company files properly. You can do this by going to the File menu and choosing Close Company. Then, you can start your company backup.

I had issues with onedrive on my windows 10 PC. I moved a bunch of files off one drive to try to stop using it all together. With QBs support's assistance, I moved my company file to a new location away from the C:\Users\danie\OneDrive\Documents\2022 location on my C drive to a new location C:\Users\danie\Documents\quick books. Since then quickbooks backup has failed to work correctly and give me repeated error messages. I have not idea if the recent change in location is causing errors or not. Fortunately I do not rely on quickbooks data protect, but use in as an adjunct to making manual backups and storing them on my NAS and having a backup utility on the NAS to also backup my accounting. But I believe in redundant backup ups and would like this to work because it worked fine before I moved the company file. There is very little in the FAQ that is useful to this situation.

For me to be able to provide you with the right issue resolution, could you please tell me what error messages you're getting while trying to backup your file? It would be best if you can send me a screenshot as well.

Hello, and thank you for taking time to look at my issue. I am not sure if OneDrive is the culprit or if it something else I discovered while wrestling with OneDrive. Attached are 2 images. One is the email I get. The other is the history screen from one drive. There are a bunch of failures

For other troubleshooting solutions, just check out this article: Can't back up with Intuit Data Protect?. To know more about Intuit Data Protect, feel free to visit this article: Intuit Data Protect Frequently Asked Questions (FAQs).

Your TurboTax data should be included in your backup by default if you had Carbonite automatically select files for backup on your computer. You can view the backup status of a file by navigating to its location on the computer and viewing the colored status dot on the file and/or folder.

Every time I log in to a company file with QB Premier 2015 (the file is on a server, if it makes any difference) QB will star creating a Temporary Backup file, that freezes my QB until it's done, and it can take up to half an hour to finish the Temp Backup.

How do I stop this Temp backup? It's frustrating to be on the phone with a client discussing financial transactions and the QB freezes for several minutes at a time because this Temp Backup is going on. I don't have set scheduled backups in QB.