Intuit Data Protect: How to Install, Update & Set Up

Intuit Data Protect: How to Install, Update & Set Up

Intuit Data Protect helps you back up data and protect company files. Your business data remains safe, encrypted, and always available with it. You don’t have to worry about unexpected events leading to lost data. Your online backup becomes fast, automatic, and easy with it.  You can install, update, and set up Intuit Data Protect, easily with this article and enjoy its benefits.

Intuit Data Protect automatically syncs original & itemized receipts from vendors. It encrypts on the level of bank security to safeguard data. There’s a 45-day version history where you can go back six weeks and make changes in data. You can integrate it simply with QB for effortless backups.

Now, let’s look into the installation, set-up, and update process of Intuit Data Protect.

Intuit Data Protect Download & Installation

Intuit Data Protect is a part of QuickBooks Desktop Pro Plus, Premier Plus, and Enterprise subscriptions. So, you get free access to it in these versions. However, if you want a separate subscription, you can go to the official site and purchase it from there.

It’s important that you install Intuit Data Protect on the server system.

Procedure to Set Up Intuit Data Protect

Intuit Data Protect is a backup service that can create a backup of your entire PC or just the QuickBooks folders and files. After setting it up once, it will make backups every day. Here’s how to set up Intuit Data Protect explained in steps:

Step 1: Match System Requirements for Intuit Data Protect

Make sure you have a smooth setup by matching the system requirements for Intuit Data Protect as follows:

  1. You must have Windows 10 operating system or higher. Intuit Data Protect only works for Windows computers installed natively. It won’t work for virtual environments or Windows Parallel.
  2. You should install IDP for QuickBooks on the computer hosting the company files.
  3. The Windows user that sets up IDP should have local admin rights to the computer, including complete access to folders.
  4. You should have the full QuickBooks Desktop version installed on the server or the PC where you’re setting up IDP.
  5. The PC shouldn’t go to hibernation mode when running Intuit Data Protect.
  6. Your files should be stored on the Local Area Network. Intuit Data Protect won’t be compatible with Box, OneDrive, and Google Sheets.
  7. You will be using the local file path on the PC because IDP doesn’t support the network drives you map.
  8. You must update the Norton Life lock Certificate every six months for security reasons. Then, log out and back into Intuit Data Protect.
  9. Make sure to add Intuit Data Protect’s secure site access to Internet Explorer as follows:
    • Open the Windows Start menu, then type Internet Options.
      Internet Options Windows Search
    • Click Security, then choose Trusted Sites.
      Add this website to the trusted zone in Internet Settings
    • Hit Sites.
    • Add all the below websites related to Intuit Data Protect as trusted sites, then click Close.

      • *.intuit.com
      • *.intuit.net
      • *.intuitdataprotect.com
      • *.quickbooks.com
      • *.backup.com
      • emerald.backup.com
      • workplace.intuit.com
  1. The computer should stay signed in as the same Windows user used to set up Intuit Data Protect.

Step 2: Set Up Intuit Data Protect QuickBooks Desktop

After signing up, you can set up Intuit Data Protect QuickBooks Desktop on the PC to save files.

  1. Open QuickBooks on the computer or server where you’ve kept your QuickBooks file. If you’re unsure where you’ve stored it, press F2 in QuickBooks to check.
  2. Click File. Then, hit Back Up Company and choose Set Up/Activate Online Backup.
    Back Up Company Set Up Activate Online Backup
  3. Now, depending on your requirements choose one of the following options in the Intuit Data Protect Activate window and hit Continue.
    • You’ll own/manage backup of company file data.
    • You won’t own/manage backup of company file data.

Intuit Data Protect Activate Window

  1. Sign in using the email you used for online backup registration (this is not the same as your QuickBooks login). Click Continue.
    Intuit Data Protect Login
  2. Select your QuickBooks company file > Continue.
  3. If you have the Entire PC backup plan, you need to choose the folders you want to back up. Then, click Continue.
  4. Click the checkbox for Back up local selected documents. Then, hit Continue.
  5. Choose the files and folders you want QuickBooks auto backup for, then click Continue.
  6. Schedule your daily backup routine and click Continue.
  7. Configure your notification settings according to your needs, then click Continue to finish.

Your first QuickBooks cloud backup may take several hours. It will rely on the number and size of the files. However, future backups will be much quicker, taking just a few minutes.

Intuit Data Protect Update Process

Intuit releases Data Protect updates frequently for improvements. QuickBooks Desktop downloads the updates automatically when you have automatic updates switched on. However, you can also check for QuickBooks updates manually at any time. Here’s how you can update Intuit Data Protect yourself:

Step 1: Download the Latest Update for Intuit Data Services

Start by downloading the latest update for Intuit Data services as follows:

  1. Click the Help menu. Choose Update QuickBooks.
  2. Go to the Update Now tab.
    Update Intuit Data Protect
  3. Opt for Data Protect from the list. Then, click Get Updates.

Step 2: Install the IDP Updates

Next, you can update IDP by installing the latest updates as follows:

  1. Click the ^ (up arrow) on the desktop toolbar, usually in the lower-right corner near the clock.
  2. Right-click the Intuit Data Protect icon, then click About Intuit Data Protect. The IDP icon resembles a green padlock.
    About Intuit Data Protect
  3. Click Update.
  4. When it’s done, hit OK.

Summing Up

This thorough guide helps you install, update, and set up Intuit Data Protect. IDP is an excellent tool to create automatic backups of your entire PC or QuickBooks folders. You can secure your data on the cloud and prevent yourself from losses in case of unexpected events. Setting it up smoothly requires complying with the IDP system requirements. Also, you must keep the updates set to automatic and keep checking in between to ensure you’re using the improved version. For any help or assistance, you can get in touch with experts.

FAQs

Where does Intuit Data Protect backup to?

Intuit Data Protect backs up your PC, files, and folders to an offsite online location handled by Intuit. Instead of backing up your files locally on the PC, you can be worry-free with data stored on secure cloud servers. If you need to restore data, you can easily access them through your Intuit account credentials.

How to disable Intuit Data Protect?

If you want to disable Intuit Data Protect, you need to follow a series of steps. First, you’ll need to remove IDP from the Startup folder. Then, stop all the IDP processes- IntuitDataProtect.exe, IBUEngHost.exe, QBIDPServices.exe from the Task Manager. Then, stop all services by opening the Run dialog, and entering services.msc to open the Services window. Now, find QBIDPService.exe and double-click it. Click Stop under the Service Status section. Also, choose Disabled from the Startup type dropdown. Lastly, rename the IDP folders, adding .OLD, and restart your system.

How to change Intuit Data Protect user?

Changing the Intuit Data Protect user requires updating the email address associated with the backup in account settings. You go to the File menu in QuickBooks and choose Back Up Company. Then, click Set Up/ Activate Online Backup, and change the login details there.

How do I open Intuit Data Protect?

You can open Intuit Data Protect from your system tray in Windows (at the bottom right of the screen). There will be a green padlock-like icon of IDP, which you should right-click and select Open Intuit Data Protect.

What to do when Intuit Data Protect is not opening?

If Intuit Data Protect is not opening, working, or backing up, you can check and fix the problem. Make sure IDP is up-to-date. Your firewall settings should not be blocking IDP. A simple restart or signing out, then signing in might also help.

Tags: install IDP for QuickBooksIntuit Data Protect downloadIntuit Data Protect updateIntuit Data servicesQuickBooks cloud backuprequirements for Intuit Data Protectset up Intuit Data Protectupdate IDP

Aiden Carter

Aiden, a Financial Analyst residing in New York, brings a wealth of expertise in technology-driven finance, entrepreneurial ventures, and strategic business management. His articles provide valuable analysis and insights for those navigating the complexities of the modern financial landscape.

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