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support-purelabe
Level 2

How can I download a backup of my QuickBooks account into a CVS file?

 
4 Comments 4
MaryLandT
Moderator

How can I download a backup of my QuickBooks account into a CVS file?

I hope you're having a successful business week, support-purelabe.

 

QuickBooks Online Advanced is the only plan that provides QuickBooks cloud backup and restores capability.

 

For other QuickBooks Online plans, you need to manually export data and create a backup spreadsheet in Excel. Then, save it in a CSV format.

 

Here's how:

 

  1. Go to the Settings ⚙ icon from the toolbar.
  2. Under Tools, select Export Data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

 

I'm adding this article in case you also need to export reports: Learn how to download your data from QuickBooks Online. It includes exporting non-posting transactions and attachments.


Looking for a continuous backup of your data? There are third-party apps in the QuickBooks App store that provide a continuous backup. Here's how to find one.

 

  1. Go to this site: QuickBooks App store.
  2. Use the Search by name, keyword, job, or category box and type 'QuickBooks Online backup'.
  3. Choose one from the results.
  4. Select the Learn more button so you'll be routed to the app website. 
  5. You can also dial the phone number or email their support for assistance. The contact details are on the right side of the page from the App information section.

 

I'm happy to help you. Please give me a shout in the comment section below if you need anything else. Enjoy your weekend.

Fiat Lux - ASIA
Level 15

How can I download a backup of my QuickBooks account into a CVS file?

@support-purelabe 

If you are using QBO US version, convert your QBO data to a QB Desktop file as a backup. Another option, use the exporter tool.

https://get.transactionpro.com/qbo

 

support-purelabe
Level 2

How can I download a backup of my QuickBooks account into a CVS file?

Thank you! 

support-purelabe
Level 2

How can I download a backup of my QuickBooks account into a CVS file?

Thank you!

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