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Level 1
April 11, 2025

backing up and restoring clients

  • April 11, 2025
  • 1 reply
  • 68 views
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    1 reply

    Intuit Community Champion
    April 25, 2025

    What's your question?

    If you need to create a backup of a client file, start with CTRL+B (or click "Client" menu>"Backup...").

    Create a folder to back it up into first because it's going to be a lot of files. Then you can ZIP the folder.

    *If this (or another answer/reply) solves your problem, please click 'Accept as Solution' to get this post out of the 'Unanswered' queue of posts.*