I find that most people I meet as clients are notorious for not backing up their data daily. If you go under the heading "View" which is at the top of the QuickBooks page, left side, you can modify you icon toolbar, click on "Customize Icon Bar", click "Add," then select "Backup". It is not there by default. Maybe because of all of the clients I have, I do not like to do any work twice. Especially if you have ever had a computer "malfunction," aka crash , and have had to go back and do your work over again.
So, by having backup on the icons toolbar it is a good reminder to backup and it makes it easy to one click every time I leave a data file. You can also set up your backup to automatically back up your data when you leave QuickBooks, but I find as a ProAdvisor, it is better to have that icon right there because as a general rule, I do not close out QuickBooks each time I switch to a new data file.
Lynda
Tomorrow I will speak about backing up data online.
So, by having backup on the icons toolbar it is a good reminder to backup and it makes it easy to one click every time I leave a data file. You can also set up your backup to automatically back up your data when you leave QuickBooks, but I find as a ProAdvisor, it is better to have that icon right there because as a general rule, I do not close out QuickBooks each time I switch to a new data file.
Lynda
Tomorrow I will speak about backing up data online.
Happy Tuesday!
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