Step 1 - Backup QuickBooks!


***This step is critical.  Posting information within TeleTracker Online can be reversed PRIOR to downloading into QuickBooks.  However, once entries have been downloaded, they must be reversed manually within QuickBooks***


You should already have a system in place to backup your QuickBooks company data file.  Verify that that your backup is recent, and, as an additional safety measure, make a local copy of your QuickBooks backup as instructed below:


  1. Launch QuickBooks and open your company file.

  2. From the File menu, choose Back Up and verify that you are in the ‘Back Up Company File’ tab.

  3. Choose a hard drive location and click the ‘OK’ button.