What Is QuickBooks Online Backup and How to Do It?


QuickBooks Online also offers various ways to back up company data, which is very crucial for disaster recovery in unforeseen events. You can back up many categories of data, such as transaction data, list data, and other types of data like attachments and company information. It is possible to accomplish QuickBooks Online backup through the Backup & Restore app. This is an automatic backup. But if you don’t wish to automate this process, manually create a one-time backup. Then you can restore your financial data from the backup. This article will outline the process of backing up and restoring QuickBooks Online Advanced.  

Enable the Online Backup and Restore App for QBO Advanced Data

This app will automatically back up your data. Follow this process to turn on the app for your QuickBooks Online Advanced data. 

·         Head to ‘Settings.’

·         Choose ‘Backup company.’

To turn off automatic backup, follow this process.

·         Go to ‘Settings.;

·         Next, select ‘Backup company.’

·         Locate the company with the backup you wish to disable.

·         Now, choose ‘Disable backup’ from the Action drop-down menu. 

How to Make a One-time QuickBooks Online Backup

A one-time backup of QuickBooks Online proves useful when you are midway through a crucial project. These steps will help you create a one-time backup.

·         Navigate to the ‘Settings’ section.

·         Here, opt for the ‘Backup Company’ option.

·         Now, you’ll need to sign in with your Intuit account.

·         Choose ‘Add Company.’

·         Choose the ‘Search for a company’ dropdown.

·         Pick the company to back up.

·         Choose ‘Next’ followed by ‘Connect.’

·         Repeat these steps if you need to back up more than one company.

·         Find the company to back up and choose the ‘Action’ dropdown menu.

·         Now, choose ‘Run full backup.’

Steps to Restore a QuickBooks Online Backup

Do you want to restore your information from a particular date? If you have fewer data, you can implement the following steps to restore it quickly.

 

  • Head to ‘Settings’ followed by ‘Backup Company.’
  • Choose the company whose backup you desire to restore.
  • Choose ‘Restore’ from the ‘Action’ dropdown.
  • Head to the ‘Date’ field.
  • Here, choose the date you desire to restore.
  • Go to the ‘Time’ dropdown.
  • Select the time to restore.
  • In the section, ‘Ready to restore your backup?’ enter ‘Agree.’
  • Choose ‘Next.’
  • You may need to follow a list of actions.
  • In the end, choose ‘Refresh’ to continue.
  • Pick the ‘Start Restore’ option.
  • Your online backup will be restored.

Why You Should Use the QuickBooks Online Backup?

Often, people think that QuickBooks will automatically restore any lost data. However, this is certainly not the case. You can go and check out the Intuit Community help documents, where it is written that Intuit cannot restore your files to a previous point in time. So, it is essential to take steps to back up your data. 

Doing so will help you avoid the risk of permanently losing data in the following case:

·         Changes made by the client without your knowledge.

·         Problems caused by app integration.

·         Data deleted by a company employee.

·         A malware attack

Concluding Words 

QuickBooks Online contains critical financial data. So, it’s important to back up and restore this data regularly. You can also seek a QuickBooks Online backup service if you are too busy to run manual or automated backups.
Location: United States

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