It's a good idea to back up your work each time you use Quicken, even if you have plenty of space on your hard disk. If your hard disk fails, you'll need to restore your files.
You can back up your Quicken data to USB drives, CDs, DVDs, and so on.
Another way to safeguard your valuable Quicken data is to back it up every day to a remote location. That's akin to storing important family documents such as wills or deeds in a safety deposit box in a bank. Quicken, in partnership with @Backup, offers Quicken Online Backup.
...
Quicken provides you with a free subscription to DropBox, a service that lets you store files in the cloud. This helps prevent losing important data if your computer crashes. Use Dropbox to store your Quicken backups. To learn how to set up DropBox visit this support article.
Back up my Quicken data file to my computer or to an external source
- Insert or attach the external media you want to back up your Quicken data file to.
- If it isn't already open, open the data file you want to back up.
- Click Back up Now
Type Ctrl + B. The Quicken Backup screen will appear.
- Choose File menu > Backup and Restore > Back up Quicken File.
- Select Back up on my computer.
- Click Change to identify the location where you want to put your backup.
Info You can also navigate here by selecting File menu → Copy or Backup File, then selecting Create a complete backup and Next.
- To identify the location you want to save the file to, select Change and navigate to the appropriate media and directory.
- Click Save Backup to start the backup.
- Click OK when Quicken tells you it the Quicken Backup screen confirms Quicken has backed up the file successfully.
- Remove the backup media and store it in a safe place.
- To create a second backup copy, repeat the previous steps 1 through 8.
- To view the data you just backed up, use restore it.
Back up my Quicken data file online with Quicken Online Backup
If you haven't signed up yet
- If it isn't already open, open the data file that you want to back up.
- Choose File menu > Backup and Restore > Back up Quicken File.
- Click Learn more in the bottom left corner of the dialog to learn about plan details, options, and prices.
- Follow the on-screen instructions to sign up.
After you sign up
How to back up your file to DropBox
Quicken provides you with a free subscription to DropBox, a service that lets you store files in the cloud. This helps prevent losing important data if your computer crashes. Use Dropbox to store your Quicken backups. To learn how to set up DropBox visit this support article.
| Info |
|---|
Dropbox is not intended to be used to share a single Quicken data file between multiple computers or users. Use DropBox only for backups. Never store and access your active data files using DropBox. |
Once DropBox is set up.
- If it isn't already open, open the the data file you want to back up.
- Choose File menu > Backup and Restore > Back up Quicken File.
- Click Use Quicken Online Backup.
- Click Back up Now .
Type Ctrl + B. The Quicken Backup screen will appear.
Info You can also navigate here by selecting File menu → Copy or Backup File, then selecting Create a complete backup and Next.
- To identify the location you want to save the file to, select Change and navigate to your DropBox directory.
- Click Save Backup to start the backup.
- After Quicken tells you the backup is complete, click OK.
- Click OK when the Quicken Backup screen confirms Quicken has backed up the file successfully.
- To view the data you just backed up, use restore it.
Notes
...
The above procedure doesn't back up your Quicken Home Inventory data. For information about backing up your Quicken Home Inventory data:
...