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maebelle
Level 1

How can we secure a back up of our files in monthly basis?

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

How can we secure a back up of our files in monthly basis?

It’s great to see you in the Community, maebelle.


QuickBooks Online automatically creates a backup of your company. The program updates the file every changes made in the account.


That’s the reason why we’re unable to restore your file to a previous point in time. For more information of how we keep the information safe and secure, check out the Do I need to back up my data with QuickBooks Online article.


You can consider exporting the reports, lists, and attachments. Let me show the steps to transfer them.

  1. Go to the Gear icon at the top to select Export Data under the Tools column.
    data.png
  2. On the Which reports and lists do you want to export page, choose which data you want to move: Reports/Lists.
    data1.png
  3. From there, click the drop-down under Report/Lists to set the desired date range.
    data2.png
  4. Toggle the slider if you want to add or remove items.
    data4.png
  5. Then, hit the Export to Excel button.
  6. Click OK to confirm.
    data5.png

For an overview of how to move the data in your company, see the Export article. It also contains detailed instructions about transferring non-posting information.

 

If there’s anything else I can help you find in QBO, let me know by adding a comment below. I’ll be here to assist further. Have a great rest of the day.

 

Fiat Lux - ASIA
Level 15

How can we secure a back up of our files in monthly basis?

@maebelle 

Explore this tool and you may have a daily backup data.

https://www.chronobooks.com#_r_chrono

 

Hope it helps.

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