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charlottegriffit
Level 1

How can I back up my data

 
2 REPLIES 2
Fiat Lux - ASIA
Level 15

How can I back up my data

We have yet to find any solution for QBSE. If you are using QBO, you can utilize a backup restore app.

LieraMarie_A
QuickBooks Team

How can I back up my data

Hey there, @charlottegriffit. It's important to ensure we get a copy of all our records.

 

As mentioned, being able to back up your file in QuickBooks Self-Employed (QBSE) is unavailable. I'd suggest exporting your transactions, miles, and taxes. This way, it can be saved, stored, and transferred digitally if needed.

 

Follow these instructions:

 

Export Transactions

  1. To export all transactions that have been added to QuickBooks, click on Transactions on the left navigation pane.
  2. You can choose the transactions you need to export using the TypeAccount, and Tax Year filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

 

Export Miles

  1. To export all mileage entered, click on Mileage on the left navigation pane.
  2. You can choose the miles you need to export using the TypeTax Year, and Vehicle filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

 

Export Taxes

  1. To export information about your taxes, click on Reports on the left navigation pane.
  2. Here you can choose to download your profit and loss report, receipts that you've collected for your business, tax summary, and tax details.
  3. Choose the period you want to export using the filter.
  4. Then, click on the Download hyperlink. If the Download hyperlink is not visible, click on the dropdown arrow, then choose Download.

 

Additionally, I've added here some resources about some How do I questions in QBSE for your future reference:

 

Please drop a comment below if you need more help with getting a copy of your information. I'm always here to help. Keep safe.

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