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Back Up Quicken 2012 the Quick-and-Dirty Way

You should back up the files that Quicken 2012 uses to store your financial records. You’re busy. You don’t have time to fool around. You just want to do a passable job backing up files. Sound like your situation? Then follow these steps:

1

Insert a writable CD into the appropriate drive, or a flash drive into a USB port.

You can back up to any disc or storage device you can write to — this can be a writable CD or flash drive. You only need to know which letters your computer uses to label its drives. If you don’t, consult the documentation that came with your computer.

2

Verify that the file you want to back up is active.

Expand the Accounts bar (if necessary) and then make sure that it displays one of the accounts in the file you want to back up. (If you don’t remember setting up multiple files, don’t worry. You probably have only one file — the usual case.)

3

Start the backup operation by choosing File→Backup And Restore→Backup Quicken File on the menu bar.

Quicken displays the Quicken Backup dialog box.

4

Identify the backup drive.

Select the Back Up On My Computer option button. Then verify that the disk letter shown in the text box is the one you want to use for backing up. If it isn’t, click the Change button. When Quicken displays the Enter Backup File Name dialog box, select the correct disk.

You can use any removable disk, including a flash drive, a recordable CD, or even a Zip disk.

5

Click OK.

You see a message on-screen that says, “Aye, Cap’n, I’m working just as fast as I can” (or something to that effect). Then you see a message that says the backup is complete. Don’t worry. You’ll never see a message that says, “She’s starting to break up, Cap’n. She can’t take warp 9 much longer.”

You will see a warning message if the file you want to back up is too large. In this case, you need to shrink the file, use a different disk, or use multiple disks.

You can also back up Quicken online. When you select the Online option button and click OK, Quicken explains the service and gets you started. Just so you know, an online backup gets stored on Intuit’s computers — Intuit makes Quicken — rather than on your computer’s disks. Online backup works the same basic way as disk backup, except you need an Internet connection, and the online backup service costs money.

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