Backing up your QuickBooks Desktop file

Converting your data does not change it. However, you should always have a backup copy of your data prior to conversion.

Follow these steps to create a backup copy of your QuickBooks file:

1. Click on the File menu.
2. Select Create Copy.
3. Select Backup copy, as indicated in the following screenshot:

Now that you have a backup copy of your QuickBooks Desktop data, you can proceed with the conversion. To avoid errors when converting your data, you need to ensure that you are working with the latest version of QuickBooks Desktop. Next, we will show you how to check for updates to your software.