Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Hi, how can we get a back up of our records from quickbooks?

 
2 Comments
Level 15

Hi, how can we get a back up of our records from quickbooks?

You can convert it to QB Desktop file (i.e QBW), or utilize the exporter tool to get the CSV files

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

Moderator

Hi, how can we get a back up of our records from quickbooks?

Welcome to the Community, @marielois.santia.

 

In QuickBooks Online (QBO), the system automatically backs your data up with the same level of security used by banks and financial institutions (FI). You can refer to this article for more information: Do I need to back up my data with QuickBooks Online?

 

However, if you need to have a copy of the company data, QBO has an export feature that will let you move reports or lists to Excel.

 

Here's how:

 

  1. Go to the Gear icon at the top right to get to the Export Data. 
  2. In the Reports tab, pick your preferred date in the drop-down. 
  3. Add or remove items from the Reports and Lists tabs by toggling the slider.
  4. Once done, hit Export to Excel.

 

To learn more about the process, consider checking out this article: Export reports, lists, and more.

 

Please leave a comment in this thread if you have any other issues or concerns. I'm always here to answer them. Have a great rest of the day!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us