Hey, it's Candus and in today's QuickBooks tips and tricks
I want to show you
how to restore
your file.
So the first step is always to create a backup,
and then you restore it.
So the benefits of this,
is if you're taking your QuickBooks file from one computer and putting on another,
for example,
some people in our community wanted to take it from their computer,
they're gonna be out of town for
the holidays and so they want to take it from their
work computer and put it on a laptop to work while they're gone.
And they don't have a
server or some of the other features where you can work
from both places,
or they're
changing computers,
something like that. So let me show you the process.
The first step is you go
file,
and you want to make sure you back up your QuickBooks
typically I always recommend to back up on an external drive,
I'm gonna quickly backup. I have a whole another training you may have watched.
So I'm gonna do on my external drive,
and actually have a QuickBooks
backup folder.
I recommend
always verifying it, you can have a limit of the number if you want
but you always want to complete verification.
So I'm gonna go and click OK.
And next,
as soon as you've done this, as always the first step,
as soon as this is done,
then
when you get to the next computer,
you're gonna plug in that external drive,
and we are going to restore it.
Okay,
so let's say for example, you want to make sure
some of the things you wanna make sure of is you want to make sure using the same year.
So if you take your file,
and you're using, say 2019,
2016, 17, 18,
whatever computer you're putting it on,
needs to be
the same year,
or newer.
But if you put it,
if say, at your desk, your regular computer,
at work,
you have 2016,
and you bought a new version, and you installed on your laptop,
then you're gonna work,
you're not gonna be able to go back to the 2016 version,
once you bring it up to date on 2019.
So I just wanna make sure I tell you that because that's a common question,
you want to make sure you have the same
version of QuickBooks on both computers. So that way,
if you want to go
back to the old one,
you can save it and restore it on the other computer.
Just be careful you, if
you restore on a new computer, and you've worked on that one,
you need to take that file and then bring it back to the old computer.
I hope that makes sense.
So there's two different ways that you can restore it.
Two different screens, depending on where you're at in QuickBooks,
when you go to restore it.
So if you've already been in a company file,
and you want to restore another one, you just go down to File,
Open or restore,
click
Restore by from a backup,
you can restore from a portable file,
you can just open a company files, so there's different ways.
But if you've been using a backup, like we just did,
you click Restore backup, click next,
local,
and then you're gonna browse for it
click open, click Next,
and find it,
open it up.
And then the key is
how you choose to name it.
So,
let me show you the other options. So if it doesn't look like this, when you come in
you may be in the beginning phase of
opening your QuickBooks file.
So that, that other screen is of you've already had a QuickBooks file open.
So this maybe the screen that you're looking at,
I just wanted to show you guys both versions,
just in case you are here.
So if you're looking at it from this screen, click
Open or restore.
And then you would go from a backup or a portable copy.
But from the example we were showing a backup, and then you click next,
local, just like, it's the same process,
just how you get there slightly different,
then you're gonna find the one that you want to restore.
and click Open.
And click Next.
And then it's how do you want to save it.
And this is actually key.
Because if the original file that you had,
you want to keep it then,
that was on the original computer,
you would
keep the name the same
if you,
and it will override whatever file has been on there. So,
for example,
if you're bringing this back
after using it from a different computer,
you want to make sure that you're really careful when you save this,
because if you
save it with the exact same name, it'll overwrite it
and you just want to make sure it's the most newest and current one.
And then that way you won't have different files that you're opening.
But if you want to keep the original and just
add this one, you'll want to change
the name
by adding a year or something to it.
Okay, this is important.
Because if you override it, you cannot
restore that one unless you restore your whole windows
or restore a previous backup.
Alright, so just be careful at this phase
of how you do it.
And then
if you do want to override it, you would click save,
and a little error is gonna pop up and t's gonna say,
Are you sure you want to override this file?
If you click yes.
And you
type in
the word yes.
Alright.
If you want to have,
you type in your password,
and your file should be restored at this point,
you may notice that it asks you to do an
update and that just means
they want to update the file to the newest version
it needs to be for the software you're using.
So even if you're using the same year,
Intuit updates that year
and so sometimes you have to update the software.
The other, the file so that it opens on that software.
The other thing is, is depending on what you've named it
when you come here under open previous, that's what I was talking about
what type of the name,
if you end up
restoring and always saving it with different names,
you'll have multiple files here, just make sure you're using the correct one.
Alright,
have an amazing day. If you enjoyed this tip,
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Some of the tips that are coming out in the future
is if you are a desktop user,
and you want to be able to use
your same
file in more than one place,
and you don't want to go to the QuickBooks Online version
I am gonna be sharing with you guys some of the ways to be doing that.
So stay tuned. I look forward to seeing you guys inside the next tip and trick
Have an amazing day.
Bye-bye.