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Pab219725
November 16, 2017
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Can you back up just one year at a time?

  • November 16, 2017
  • 2 replies
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I just want to save one year at a time, or a speciafic period, for potential future audit issues.  Can you do that in Quickbooks?  I cannot see where to do it.

 

      Best answer by qbteachmt

      The Desktop QB programs of Enterprise and (Premier) have "Accountant's Editions" with the tool for "Period Copy." That allows you to give you file to someone with this Edition and ask them to make this Period Copy = a subset file holding only the records for that date range.

      2 replies

      V
      vivianethompson
      November 16, 2017

      It's not possible to do what you are asking about.

       

      In case of an audit, you may be able to use a third party app to provide only one year at a time.

       

      What I do is make a permanent backup copy of the file at the end of each year so that if that year gets audited, only that year (and previous years) is provided to the IRS, no future year is included.

        J
        jitu1049
        March 4, 2020

        I am in need of Data Back for a specific year, Is there a specific App vendor? If it is than, can you recommend please.

        A
        AileneA
        March 4, 2020

        Hi there, @jitu1049.  

         

        Thank you for reaching out to the Community.

          

        In QuickBooks, there is no specific app that backs up for a particular year only. When you back up data, it will include the specific year and up to this date. You may want to consider checking out this Intuit Data Protect. this add-on service automatically backs up the company file daily. 

         

        I've added articles that will help you learn more about back up data: 

         

         

         I suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: The QuickBooks Blog. 

         

        I'm just a post away if you have any other questions about Data back up. I'll be happy to help you out. Wishing you well.

        qbteachmt
        qbteachmtAnswer
        November 17, 2017

        The Desktop QB programs of Enterprise and (Premier) have "Accountant's Editions" with the tool for "Period Copy." That allows you to give you file to someone with this Edition and ask them to make this Period Copy = a subset file holding only the records for that date range.

        A
        Albert20
        November 2, 2020

        Where is that option.  I do not see it.

        M
        MirriamM
        November 2, 2020

        Welcome to the thread, @Albert20.

         

        If you're referring to the Intuit Data Protect and the articles provided by my colleague @AileneA above in backing up your data, it's only available in QuickBooks Desktop. 

         

        If you're using QuickBooks Online, backing up your QuickBooks file locally isn't an option since the system is doing it automatically. Thus, every change made to your company file, your data is saved in which automatic backups performed every night. 

         

        You can take a look at this article for more information: Do I need to Back Up My Data with QuickBooks Online?.

         

        If I can be of any additional assistance, let me know by commenting below. Have a great day!

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