Yes I see where there is the custom setting, I'm afraid I may forget to use it. I found the default locations can vary with quicken versions. I did a backup this week for a client with fabs 6 pro and she called claiming her quicken data files were missing. I checked my backup drive and they are there in her user documents folder, just hoping I didn't miss a newer backup in the program files directory.I am pretty sure it backs up only the default location but you can specify it to back up custom locations as well. You just need to point it to that location.
... Although making a reminder checklist might be in order as well. I know I been doing that a lot more lately for myself.
Yup, me too. In my N&P checklist, after doing a Fabs backup, I also manually backup add'l folders (just in case):
- Email client data
- If the user has Desktop AOL, backup the PFC
- Any folders of interest in the root of C:\
- Backup folders created by various applications (e.g. Cook'n, PeachTree, etc.)
Older versions of QB and Quicken used to save data in the program directory if the client has been using them for a long time then that old location will be inherited in the newer versions.Agreed. Definitely can't only rely on a program to grab everything your client may have on their PC (too many variables). As long as the client leaves the QB data in the default location, Fabs will grab it, but all too often I have clients who inexplicably save their QB data in the strangest places...
Older versions of QB and Quicken used to save data in the program directory if the client has been using them for a long time then that old location will be inherited in the newer versions.
Check the last modified date.
I learned that the hard way a couple of years ago. The client had a "companyname2015" file - oh, obviously, that's the right one, yes? No..it was a projected file they made for budgeting purposes back in 2012. The live file was "companyname2013". Always double-check the last modified date!