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Easy Methods to Backup QuickBooks Online

Updated: Aug 23, 2023

QuickBooks Online is robust accounting software that has become an industry standard for small and medium-sized businesses across the globe. It allows organizations to record cash flows, sales transactions, expenses, budgets, payroll, etc. Data backup is one of the best features which save you from unexpected loss of your accounting data.


While SaaS companies like QuickBooks Online take care of your data safety, data in cloud-based applications may still be lost due to several reasons. Malicious activity or canceled account subscriptions can be one of the most apparent factors leading to essential data loss. So, if you have no idea about how to create a Backup QuickBooks Online then have a look at the below section to know more.


Backup QuickBooks Online


QuickBooks Online Plans, except for Advanced do not provide data backup. It denotes that you won’t have a QuickBooks backup for audit purposes and also won’t be able to roll back to an old copy if required. You would have to choose third-party solutions to get this job done.


QuickBooks Online Advanced is the only plan that provides QB cloud backup and restoring capability. Moreover, you can set up automatic data backup or restore to a specific time and date. The most important part is that QuickBooks Online Advanced is only available for the US region.



How to turn on the Backup QuickBooks Online & Restore app for your QuickBooks Online Advanced data


Whenever you turn on the Online Back-up & Restore app, QuickBooks automatically backs up your data. Once it’s complete, it starts tracking any changes made to your company data. Thus, you can restore a backup at any point in time.

  1. Navigate to Settings.

  2. Select Back up company.


Turn off an automatic backup


If you no longer need to back up your company, here’s how to turn it off.

  1. Navigate to Settings.

  2. Now, choose Back up company. Note: You might need to sign in with your Intuit account, then select Authorize to proceed.

  3. Locate the company with the automatic backup you wish to turn off.

  4. From the dropdown menu, tap on Disable backup.


Steps to create a one-time backup manually


What if you’re in the middle of an important project and wish to save everything? QuickBooks Online allows you to create a manual backup anytime. Here’s how:

  1. To start off, login to QuickBooks Online Advanced company you want to back up as an Admin.

  2. Now, hover over Settings and then select Back up Company.

  3. Tap on Backup.

  4. After that, click New Manual Backup.

  5. Choose the company you want to manually back up.

  6. From the Backup Type dropdown, select Incremental Full or Complete. Note: The incremental option only saves changes since your last backup. Full saves your financial data and Complete saves everything including your company data.

  7. Finally, hit the Request backup tab.

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Restore your data from a backup


You can use the backup to restore your data from a specific date and time. It may take up to an hour to restore a backup, but it usually takes much less. The less data company has, the faster it takes. You don’t need to do anything in your company file when the Online Backup and Restore app restore your data.

  1. Firstly, sign in to the QuickBooks Online Advanced company you want to back up as an admin.

  2. Navigate to Settings and then choose Back up company.

  3. Now, select Restore.

  4. Tap on New Restore.

  5. In the Company dropdown, choose the company you want to overwrite and restore accounting data to.

  6. Opt for the time and date you want to restore to under the Restore dropdown.

  7. Once you’re ready, click on Create Restore and then hit Restore to confirm.


Winding-up!


Hopefully, you are now able to Backup QuickBooks Online without any further complications. It is found that many QB users often get puzzled when it comes to dealing with such kind of technical glitches. But now not anymore. If you’re finding issues while creating a backup then you can reach out to QuickBooks technical error support team by calling at toll-free number +1(855)-955-1942 in order to get a quick and foolproof solution. Recommended Reading- Top Tips to Setup Email in QuickBooks Desktop



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