Welcome to the Community. I gladly share some details about creating a backup in the QuickBooks Online (QBO) account, mark-gadley.
We value your data security. With that said, QBO automatically backs your data up in our cloud server every night. We always ensure to keep your data safe and secure. For more details, check out this article: Do I Need To Back Up My Data with QBO?
If you are using the QuickBooks Online Advanced version, we can turn on the Online Backup and Restore app feature. QuickBooks automatically backs up your data and once it’s complete, it’ll track any changes made to your company data. Then you can restore a backup at any point in time. Here's how:
- Go to the Gear icon on the top menu.
- Select Back up company. You might need to sign in to your Intuit account, and then select Authorize to proceed.
You may want to check out two of our Help articles as your reference to guide you in backing up and restoring your QBO Advanced company:
If not, we can export your data to an Excel file and save it on your local drive, then utilize a third-party application to access your file in QuickBooks Online. Here's how to Export the data:
- Go to the Gear icon on the top menu.
- Under Tools, select Export Data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- Press Export to Excel.
Please visit this article to see the list of files that we can export out from QuickBooks Online: Export list and other data. You may also visit this page for the available apps that can integrate and manage your files in QuickBooks Online: QuickBooks Apps Store. You can find it in the Search bar or navigate in the Categories section.
Please don't hesitate to keep us posted on how it goes. If you have other concerns about backing up your company file, comment below, and I'll gladly help.
