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fwrightson
Level 1

How do I backup my online data to my computer?

I am putting my company into hibernation and will terminate QB Online but I still have QB desktop. I want to be able to access the company file if needed.
4 Comments 4
SheandL
QuickBooks Team

How do I backup my online data to my computer?

I'm here to help you back up your QuickBooks Online (QBO) data to your computer, fwrightson.

 

The ability to download your entire company file with the backup functionality is possible in QBO. However, this feature is only available in the QBO Advance subscription. 

 

If you're not using this version, you can consider upgrading your account to access this. But if you have this subscription, I'm here to guide you on backing up your file.

 

  1. Sign in to the QBO Advanced company you want to back up as an admin
  2. Go to the Gear icon and select Back up company.
  3. Click Backup from the menu, and select New Manual Backup.
  4. Choose the Company you want to manually backup.
  5. From the Backup Type dropdown, select FullIncremental, or Complete
  6. Select Request Backup.

 

For a more detailed process on the steps mentioned, please refer to this article: Back up and restore your QuickBooks Online Advanced Company.

 

In the meantime, you download and export your data from QBO, and then import them to another account. 

 

To export your report or list:

 

  1.  Hover to the Gear icon and select Export data.
  2. On the Reports tab, set the date range.
  3. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  4. Select Export to Excel.

 

You can visit this article for more detailed information:  Export reports, lists, and other data from QuickBooks Online

 

Since you've mentioned you have a QuickBooks Desktop, you can check out this article to learn more about transferring your data from QBO to QBDT: Move your QuickBooks Online data to QuickBooks Desktop.

 

I'm always available to assist you if you have further questions about backing up your file. Just click the reply button since I'm one post away.

4Gal
Level 10

How do I backup my online data to my computer?

@fwrightson 

Which QB Desktop year version do you have?

fwrightson
Level 1

How do I backup my online data to my computer?

2016 (for Mac) 

4Gal
Level 10

How do I backup my online data to my computer?

You need a PC and the trial version of QB Desktop 2021 Pro or a newer version to convert data from QB Online. Then you can use the trial version of QB Desktop 2021 for Mac or a newer version to access your historical data for good.

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