Thank you for providing such a detailed explanation of your situation. It's good that you're being cautious and thinking about the consequences of your actions in QuickBooks Online (QBO). Let's address your concerns and provide some guidance.
If you're using QuickBooks Online Advanced, you have the option to create manual backups of the company file and restore it at a later time.
Here's how:
- Go to the Gear icon.
- Select Back up company.
- Note: You need to sign in to your Intuit account and select Authorize to proceed.
However, if you are using a different version of QuickBooks Online, the option to revert your company file is unavailable. You can consider using a third-party backup restore app. You can visit our Intuit App Center to look for one.
More details about backing up and restoring your data are outlined in this link: Back up and restore your QuickBooks Online Advanced Company.
Additionally, feel free to check out this article if you want to have an overview of the different areas of your business, including sales and expenses: Run reports in QuickBooks Online.
I'm always prepared if you have more questions or concerns about restoring your QBO company. Kindly leave a comment below, and I'll promptly lend a hand.
