Using Carbonite, OneDrive, Dropbox, or other cloud backup software as the Backup process
(For this discussion, Carbonite is assumed to be the backup product in effect. Replace "Carbonite" with the name of your backup tool. It is also assumed that your Quicken data file is stored in the default (and recommended) location C:\Users\_your_username_here_\Documents\Quicken)
IMHO, you should keep Carbonite (or any other third party backup product which you use) away from your live Quicken data file. It will interfere with some Quicken operations, especially Manual Backup.
Instead, configure Carbonite to backup either of these files: - The backup file created by Quicken Automatic Backup Or - The backup file created by Quicken Manual Backup as you close Quicken.
Backup settings in Quicken are stored in Edit / Preferences / Backup.
If you choose the Automatic Backup file as Carbonite candidate (or even if you don't), activate this process and set it to execute every "1" times Quicken closes. The Automatic Backup file always goes to a \Backup folder that's part of the folder which contains your current Quicken data file, usually \Documents\Quicken\Backup
If you choose the Manual Backup file as Carbonite candidate, create a separate \Quicken\Carbonite_Backup folder and direct the Manual Backups to go there every "1" times Quicken closes. Select the "Add date stamp to file name option" so you get multiple backups and not just one that is overwritten every time.
For a belts and suspenders approach:
Automatic Backups go to Carbonite, Manual Backups go to a USB stick or external hard drive.
One can never have enough backups of your Quicken data file. BTDTGTS!
Note: It's been brought to my attention that some versions of Quicken may not start the backup process upon close and/or Sync to Mobile if you close Quicken by any command other than clicking the (used to be red) "X". Using the other commands, Quicken may just simply wait for you to open a new file to resume.
