How to Back Up Quicken 2013 or 2014 Files

By Stephen L. Nelson

You should back up the files that Quicken 2013 or 2014 uses to store your financial records. But you need to know how to back up before you can back up. 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:

1Insert 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 need to know only which letters your computer uses to label its drives. If you don’t, consult the documentation that came with your computer.

2Verify 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.)


3Start the backup operation by choosing File→Backup and Restore→Backup Quicken File on the menu bar.

Quicken displays the Quicken Backup dialog box.


4Identify 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 an external hard disk.

5Click OK.

You see a message onscreen 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 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 Use Quicken Online Backup 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 local backup, except the online backup service costs money.