How do you perform a backup in QuickBooks Desktop?

The proper method for performing a backup in QuickBooks Desktop is through the "Back Up Company" option, which can be found under the File menu. This function is specifically designed to create a backup of your company file, ensuring that all your financial data, transactions, and settings are preserved in a secure location.

Selecting "Back Up Company" initiates the backup process and may allow the user to choose where to save the backup file, specify if they want to include additional data, and even schedule automatic backups. This is crucial for maintaining data integrity and protecting against loss due to hardware failure, accidental deletions, or other unforeseen issues.

Other options mentioned, such as exporting data to PDF, using the Backup Wizard tool, or using the "Save As" option, don't serve the same purpose as the dedicated backup function. They either export data in a different format, do not provide a full backup of the company file, or involve saving current files rather than creating a backup of the entire company database. Thus, the selected method offers the most comprehensive protection for your QuickBooks data.