NOTE : Before you begin, please make sure that you have an existing Intuit Data Protect subscription plan active with Intuit. This subscription comes free with your Monthly and Annual Technical Support Plan or you can get a monthly-ala-carte subscription for either a Single PC Plan (usually at $9.95/month) or Single Quickbooks File Plan (usually at $4.95/month). Also note that the IDP is not the same as your old Online Backup Service that you use with your Quickbooks 2010 or lower versions. If you don't have an existing account then please call Quickbooks-Connected Services at 1-800-450-8475 to subscribe.
1. Go to www.workplace.intuit.com
1. Go to www.workplace.intuit.com
2. Click the blue "sign in" button at the top right part of the page.
3. Sign in using your e-mail address and click on "no im a new user" then click sign-in.
4. A confirmation/activation email will be sent to your email, open the mail and click on the long link found in the e-mail.
NOTE : if the website detects that you have an existing intuit account then it will display an error saying that the password is incorrect. That means you may have an existing intuit account that either belongs to another intuit service you may have signed for before. If in case true, call Quickbooks support for them to locate the correct login.
5. Set a password, after setting/customizing password, log in
6. After logging in click on the Intuit Data Protect icon
7. Create a business profile by entering your business name and telephone number
8. After successfully creating business profile, open your quickbooks and log in as the admin user
9. Go to the hompage inside quickbooks and click "activate intuit data protect" on the back up status window on the lower right.
10. A green lock icon will appear on the icon tray on the lower right corner of your monitor,double click on the icon to open the IDP window
11. Click on the "already purchased sign in" link at the left-hand side of the screen.
12. Type your e-mail address and your password
13. It will automatically recognize your company file on the computer and will be added to the back up list.
14. Click continue, it will give you options to choose other files/folders on your pc to be included in the back up list
15. Click continue and click back up now
16. Initial back up may take 10 to 20mins or more depending on how large your files are, speed of the pc, and internet connection.
17. After back up completes, you can set schedule for the back up process by clicking "change back up time".
18. IDP works in the background it backs your file automatically even Quickbooks is closed, make sure that the computer is on and has internet connection on during the back up schedule.
19. Recommended to be set up in the main server where a copy of quickbooks and the company file is originally located in.
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