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TreasurerSSMC
Level 1

Backup/Restore: Adding Company?

When I try to add a company within the Backup/Restore tool (i.e., by clicking on the Add Company button) something happens (i.e., the page appears to try and transition to a new page and the spinning wait icon appears)...and then I land back on the page I started from with nothing having apparently happened. I certainly wasn't asked to provide any information.

 

Of course, this being QBO -- one of the most poorly designed, written and documented pieces of software on the planet -- there was no error message, no log message, indeed no information of any kind. If I didn't already have experience with the monumental incompetence of Intuit's programmers I'd be surprised. Sadly, I'm not.

 

Does one need special administrative rights to add a company to the backup/restore system? Do I need to sacrifice a goat or something under the light of a full moon? Pay a bribe to Intuit?

 

Note that the "main"/primary company for the account is already showing. What I'm trying to do is add a second company so that I can restore a backup from that second company to the first company. Because I'm trying to transfer data from an old QBO account to a new one.

Solved
Best answer September 11, 2021

Best Answers
TirzahC
Level 6

Backup/Restore: Adding Company?

I've got you covered, TreasurerSSMC.

 

To answer your question, yes you can still use the same company information in your new QBO company for it to go through. Also, You can have multiple companies under your QuickBooks Online account. Each company you add will be a separate paid subscription, but you’ll access them all with the same login info. This lets you quickly switch between companies so you can manage everything more efficiently.

 

Here's a Community Article that walks you through the process by providing detailed steps: Create or add another company file to QuickBooks Online.

 

Please don't hesitate to add a post/comment below if you have any other QuickBooks questions, I'll be always here to help you. Have a good one!

View solution in original post

3 Comments 3
ShiellaGraceA
QuickBooks Team

Backup/Restore: Adding Company?

Allow me to share some information about creating a second company, @TreasurerSSMC,

 

If you want to use your existing QuickBooks Online (QBO) Advanced company data to start a new one, you don't have to create a backup. Instead, you can follow the steps to create a copy of your existing company.

 

Here's how to do it:

 

  1. Create a blank company file.
  2. Set up the online backup and restore feature of your main company.
  3. Copy a QBO Advanced company.

 

Please see this guide for the detailed steps: Make a copy of your QuickBooks Online Advanced company (formerly ChronoBooks).

 

After that, you'll receive an email once the copy from Company A to Company Z has finished. The times of completion will depend on the amount of data you have.

 

I'm also attaching this link to guide you in creating custom workflows in QuickBooks Online Advanced.

 

Drop a reply anytime below if you have questions or concerns with restoring your account. I'll be around to help. Have a great day.

TreasurerSSMC
Level 1

Backup/Restore: Adding Company?

Thanx for the quick response.

What I did not make clear in this particular thread (I have two related threads open on this topic) is I'm trying to copy the data over from a company defined in a different account. Conceptually:

 

Existing QBO account ([email address removed]) := Company A

New QBO account ([email address removed]) := Company Z

 

In other words, Company A, the source company, "exists" within a different login ID ([email address removed] as opposed to [email address removed]).

 

I'd been led to believe it is possible to do this type of copy via backup & restore. But so far as I can tell it's not possible. Apparently, both Company A and Company Z need to be defined in the same QBO ID.

 

Is that correct, that it's not possible to copy across user ID "boundaries"? If so, how do I do what I need to do? If it is possible, please refer me to the appropriate instructions (I'm familiar with the ones you referred me to -- they're the ones I've been using -- but they do not appear to be applicable).

TirzahC
Level 6

Backup/Restore: Adding Company?

I've got you covered, TreasurerSSMC.

 

To answer your question, yes you can still use the same company information in your new QBO company for it to go through. Also, You can have multiple companies under your QuickBooks Online account. Each company you add will be a separate paid subscription, but you’ll access them all with the same login info. This lets you quickly switch between companies so you can manage everything more efficiently.

 

Here's a Community Article that walks you through the process by providing detailed steps: Create or add another company file to QuickBooks Online.

 

Please don't hesitate to add a post/comment below if you have any other QuickBooks questions, I'll be always here to help you. Have a good one!

View solution in original post

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