Install, Set up and Update Intuit Data Protect to Backup Files

0 votes
asked Jul 17, 2023 in 3D Segmentation by qbsenterprisesupport (180 points)

Backing up your company data files in QuickBooks is crucial for maintaining the integrity of your financial information. To ensure the security of your data, you can utilize Intuit Data Protect, which allows you to create backups of your Intuit data, including company files. In this post, we will guide you through the process of downloading, installing, and setting up Intuit Data Protect for file backup. Follow the steps below to learn more about the procedure.

How to Set up Intuit Data Protect?

The steps to set up Intuit Data protect are enumerated as follows:

  • Open your QuickBooks Company file on your computer or server.
  • From the File menu, select the backup provider to configure or enable online backup.
  • Use the same email address and password you used to sign up for Intuit Data Protect to log in. If you can't remember your password, you can use the intuit password reset tool. Please note that the IDP login may differ slightly.
  • Once the setup is complete, click "Next tab."
  • Select the QuickBooks company file and click "Proceed." Choose the folder where you want to store the backup, then click "Proceed."
  • Choose whether to backup local copies of the selected files and click "Next."
  • Select the files and folders you want to back up.
  • Click "Continue" and set up the daily backup schedule.
  • After that hit a click "Continue" and configure the notification settings.
  • Click "Next" to complete the setup process.

Downloading Updates for Intuit Data Protect

  • Click on the "Help" menu option in QuickBooks.
  • Choose "Update QuickBooks."
  • In the "Update QuickBooks" window, click the "Update now" button.

  • Select the "Intuit Data Protect Update" option.
  • In the "Update" menu, choose "Data Protect."
  • Select "Receive Updates."
  • Follow the steps below to immediately install the Intuit Data Protect Update:
  • Right-click on the Intuit Data Protect icon and choose "About Intuit Data Protect."

  • Check the box for updates.
  • The update installation process will take some time.
  • Once the installation is complete, a popup will appear, notifying you that your Intuit Data Protect software is up to date.

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1 Answer

0 votes
answered Sep 8, 2023 by petergroft (9,820 points)
Intuit Data Protect is a tool provided by Intuit to help you automatically back up your QuickBooks company files and other important data to a secure offsite location. Here are the steps to install, set up, and update Intuit Data Protect:

1. Download and Install Intuit Data Protect:
Open QuickBooks and go to the "File" menu.
Select "Back Up Company" and then choose "Set Up/Activate Online Backup."
Follow the on-screen instructions to download and install Intuit Data Protect.

2. Set Up Intuit Data Protect:
Once Intuit Data Protect is installed, open it from your Windows system tray by clicking the icon.
Sign in with your Intuit account credentials (the same one you use for QuickBooks).
Choose the company file you want to back up and select the files and folders you want to include in the backup.
Click "Next" and review your backup settings.
Click "Save" or "Finish" to complete the setup.

3. Schedule Automatic Backups:
In Intuit Data Protect, you can schedule automatic backups to occur at specific times or on specific days.
Click on the "Backup Settings" option and configure your backup schedule.

4. Monitor and Restore Backups:
Intuit Data Protect allows you to monitor the status of your backups and access historical backups.
You can also use it to restore your data if needed.

5. Update Intuit Data Protect:
Regularly check for updates to ensure that your Intuit Data Protect is running the latest version.
To update, open Intuit Data Protect, go to the "Settings" or "Options" section, and look for an update or check for updates option.

6. Test Restores:
Periodically, perform test restores to make sure that you can recover your data successfully in case of emergencies.

7. Renew Your Subscription:
Ensure that your Intuit Data Protect subscription is active. Renew it as needed to continue using the service.

Regards,
Peter
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