How To Do QuickBooks Online Backup & Restore Data

quickbooks online backup

Know how you can do QuickBooks online backup and restore your company data. There is a feature with QuickBooks Online Advanced, users can utilize the Online Backup and Restore app to store online backups of their accounting data. Backups will save all data on their chart of accounts. Users can set up automatic backups, manual backups, and also store backup files to DropBox or Google Drive. 

What data you get with QuickBooks online backup

With the help of QuickBooks online backup, users can backup and restore all the data related to their chart of accounts. The list of those data are as follow:

Date of transaction 

  • Payments
  • Invoices
  • Estimates
  • Receipts of sales
  • Deposits
  • Credit memos
  • Vendor credits
  • Bills and bill payments
  • Journal entries
  • Refund receipts
  • Time activities
  • Transfers
  • Purchases and purchase orders

Data of lists

  • Customers
  • Accounts
  • Budgets
  • Classes
  • Departments
  • Employees (except the SSN)
  • Items
  • Currencies
  • Journal codes (France only)
  • Tax agencies
  • Tax codes and tax rates
  • Payment methods
  • Terms
  • Vendors (except the Tax ID field)

Some other data

  • Entitlements
  • Attachments
  • Company info
  • Preferences
  • Exchange rates
  • Intuit Payroll details 
  • Inventory shrinkage and adjustments 

What data you can’t get with QuickBooks online backup

You can not back up some data. Look at the list of what kind of data are not get back:

  • Any bank feeds and all links of the transaction including bank rules
  • Reports  of reconciliation 
  • Audit log entries
  • Credits and charges that are delay
  • Recurring payments
  • Billable expenses of account-based 
  • Billable expenses of item-based with markup
  • QuickBooks Online Payments details
  • All custom reports
  • Custom form templates
  • Type of customers and price rules

Step 1: Connect the Online Backup and Restore app

  1. Log in to your QuickBooks Online Advanced company you have to back up as an admin.
  2. In the Settings go to the Backup company option.
  3. Click on Companies in the tab.
  4. Choose to Add a Company or Connect to QuickBooks.
  5. Choose the company you have to connect to.
  6. Follow the onscreen instruction in order to connect to the app.

Step 2: Back up all accounting file

You will get three backup options: automatic online backups, manual online backups for one time, and normal backups to DropBox or Google.

How to set up continuous backups

In this case the Online Backup and Restore app will automatically make backups 6 – 11 minutes once you make an alteration. It will also run daily scheduled backups. Here how you can set up continuous backups:

  1. Log in to your Online Backup and Restore app.
  2. Click on the option Companies from the tab.
  3. Hit on Enable Backup.

How to  turn off continuous backups:

  1. Log in to your Online Backup and Restore app.
  2. Click on the option Companies from the tab.
  3. Go to the gear icon for the company you have to stop backing up.
  4. Click to Disable backup.

How to do a one-time manual backup

  1. Log in to your Online Backup and Restore app.
  2. Click on the option Backup from the tab.
  3. Click on New Manual Backup.
  4. Go to the Backup Type dropdown menu, click on Incremental, Full, or Complete.

How to save backups to DropBox or Google

Link Your Account

  1. Log in to your Online Backup and Restore app.
  2. Click on the option Backup from the tab.
  3. Click on Link a Service.
  4. Choose Link Google Drive or Link DropBox.
  5. Follow the onscreen instruction to allow QuickBooks to create the backups.

Save a backup to DropBox or Google:

  1. Choose the option for Local Backup from the menu.
  2. Click on New Local Backup Schedule.
  3. From the Company field, go to the company you want to backup.
  4. From the Frequency field, go to the Once to save a single backup now. Users are able to select Monthly, Weekly or Daily to schedule automatic backups.
  5. Go to the Service section, click on Dropbox, or Google.
  6. Once you’re ready, click to Create Local Backup Schedule.

Step 3: Restore accounting data

  1. Log in to your Online Backup and Restore app.
  2. Click on the option restore from the tab.
  3. Click on the New Restore.
  4. Go to the Company dropdown menu, click on the company you have to overwrite, and restore accounting data to.
  5. Go to the Restore to the dropdown menu, click on the time and date you have to restore to.
  6. Once you are ready, click to Create Restore. 
  7. Then choose Restore to confirm.

Conclusion!!!

Hope you liked our blog and get popper details for QuickBooks online backup. For more helpful articles you can visit our website. Contact our QuickBooks online support team to get help with online backup.

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