How do I backup my Quicken file using Dropbox on Windows?

Product Version
Windows
306 people found this helpful

After you have Dropbox set up on your computer, you can back up any file, (including your Quicken file or Quicken backups), by placing it in the Dropbox folder. All files in your Dropbox folder are automatically backed up to Dropbox every time a file is added or changed.

Please note, Dropbox is not intended to be used as a means to share a single Quicken data file between multiple computers or users. (For more details, click here.)

If you need steps to restore your backup from Dropbox, click here

Manually put your Quicken Backup Files on Dropbox

You can create a separate folder within Dropbox and add your Quicken backups directly to this folder from Quicken.

  1. Create a folder in your Dropbox folder (we recommend "Quicken Backup Files")
  2. Open Quicken and go to File > Backup and Restore > Backup Quicken File...
  3. In the Quicken Backup Window:
    1. Check the add date to backup file name checkbox
    2. Select the first option: Back up on my computer or hard drive...
    3. Click the Change button next to the backup file name
    4. A save window will pop-up. If you don't see your Windows Explorer, click Browse folders
    5. Navigate to your Dropbox folder and find the "Quicken Backup Files" folder you created in step 1, and click Open. Then click Save.
    6. Click Backup Now on the Quicken Backup Window.
  4. Quicken will now remember your selections so you won't have to navigate to the Dropbox folder each time.
  5. From now on when you want to back up to Dropbox, just:
    1. Go to File > Backup and Restore > Backup Quicken File...
    2. Click Backup Now on the Quicken Backup Window.

 

If you'd like to make this more automatic, you can set Quicken to remind you to make a backup.

If you want to be reminded to make a Quicken Backup:

  1. Open Quicken and go to Edit > Preferences and click Backup in the left column.
  2. Click the Manual backup reminder option. (There is a link to more backup help on this screen.)

Quicken will now remind you to make a backup based on the preference you've set.

 

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