Back up icon on tool bar

susantr
susantr Member ✭✭
Currently have R39.23 installed. I previously had an icon to do a backup, based on the awesome help I received here. That icon is now gone -- how do I get it back? Thanks!

Best Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited March 17 Answer ✓
    Right mouse-click on the tool bar ...



    then select Customize Toolbar. You will find the option listed below.


    I suspect the backup toolbar option disappeared due to Quicken renaming to Copy or Bacup File.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 21H2
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @susantr

    In order to get that icon back on the tool bar:

    1) First - right-click on the blank space to the right of your current Tool Bar icons > then select "Customize Toolbar" 
    2) From the pop-up window (see Snip below) - on the left column - find the  "Copy or Backup" and highlight it;
    3) Click on the "Add" button at the top > then click "Done".



    Let me know hpw that goes or if you have any followups,

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited March 17 Answer ✓
    Right mouse-click on the tool bar ...



    then select Customize Toolbar. You will find the option listed below.


    I suspect the backup toolbar option disappeared due to Quicken renaming to Copy or Bacup File.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 21H2
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @susantr

    In order to get that icon back on the tool bar:

    1) First - right-click on the blank space to the right of your current Tool Bar icons > then select "Customize Toolbar" 
    2) From the pop-up window (see Snip below) - on the left column - find the  "Copy or Backup" and highlight it;
    3) Click on the "Add" button at the top > then click "Done".



    Let me know hpw that goes or if you have any followups,

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • susantr
    susantr Member ✭✭
    Thank you, everyone! I now have my backup icon back!
  • UKR
    UKR SuperUser ✭✭✭✭✭

    I recommend you review your backup settings in Quicken to ensure that you create a backup every single time you close Quicken. This automates the process and minimizes the number of lost changes since the last backup, should you have to restore your data file again.

    How to properly set up Quicken Backup
    How to make Quicken create a backup for you automatically every time you close Quicken
    What Quicken backups are available where?

    For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken

    Review the backup settings available in Quicken (under Edit / Preferences / Backup).

    In there you will find two types of backup: Automatic and Manual Backup.

    Automatic Backup should be enabled and by default goes to a \Backup folder that's part of the folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [9] (or more, your choice) backup copies.
    The file name for Automatic Backup files contains a date and time stamp as part of the file name, e.g. QDATA-2020-03-22.PM03.45.QDF-backup

    To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

    Click OK to save the changes.

    From now on, when you close Quicken using the red X button, you will get a popup window.

    When you get this window for the first time, on some versions click the radio button for "Backup on my computer".
    Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2019-04-01.QDF-backup
    or use the Change button and work your way through the dialog.

    Do not change the filename portion! Just overtype the drive letter and choose a backup folder name. If the folder does not exist, it will be created.

    Also choose the option to "Add date to backup file name".

    Every day when you run Backup or close Quicken, an additional backup file is created. Without the Add Date option you only have 1 backup copy which is overwritten every day ... and that may prove bad in a problem recovery situation.

    Allow this backup to run to save the changes made on the screen.

    Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

    One can never have enough backups of a Quicken data file. BTDTGTS to prove it!


  • Cloisonne
    Cloisonne Member ✭✭
    UKR..is it inadvisable to save my automatic backup file to my external hard drive? About a month ago I started getting error "Unable to create the destination data file" when I tried to backup Quicken to my C: drive automatically so I changed the auto backup drive to my external hard drive and it has been working just fine. I thought that backing up automatically to my external hard drive is preferable anyway but I don't see this as being a recommended solution. Am I missing something??
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Cloisonne,

    It is fine to backup your data file to an external hard drive (and would be recommended in my view), typically datafile problems relate to issues where users locate their actual data files, not their backups.

     Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Cloisonne
    Cloisonne Member ✭✭
    Thank you @Frankx!
This discussion has been closed.