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kautch
Level 1

Is there a way to back up the online files

 
7 Comments 7
RCV
QuickBooks Team
QuickBooks Team

Is there a way to back up the online files

Great to have you here, kautch.

 

If you're referring to creating a backup of your online files into a hard drive, then that option is unavailable. QuickBooks Online (QBO) automatically backs up your data whenever there are changes to your company file.

 

We also periodically copy all data to a third-party hard drive to protect your file in case something happens to the first two hard drives.

 

For more details on how we handle your data file, you can check out this article: Do I Need To Back Up My Data With QuickBooks Online?.

 

Please let me know if you need anything else in QBO. I'm always here to help.

mkkc
Level 2

Is there a way to back up the online files

Our bank is making software changes and told us to backup QuickBooks, then after a certain date, to restore it. I exported the data, but that is not a file can could "restore" back into QuickBooks. Any suggestions will be appreciated. Thanks.

JessT
Moderator

Is there a way to back up the online files

Thank you for dropping by, mkkc!

 

If your bank will make changes on their end, it won't affect your existing QuickBooks data. However, you may experience interruption with getting online banking transactions, but you can upload them later on.

 

If you really want to consider their suggestion, you can export and convert your data to QuickBooks Desktop. Then, move it back to a new QBO subscription later on. If you don't have a desktop version, you can download a trial version which is good for 30 days, but be sure to upload your data back to QBO within the trial period. Otherwise, you will need an active QuickBooks Desktop to move it.

 

Please don't hesitate to go back to this thread if you have more questions about your data.

mkkc
Level 2

Is there a way to back up the online files

Thank you so much for the quick reply, it was exactly what I needed. (For some reason I could not respond on my phone earlier.) I appreciate this group, someone always comes through!

Martine1953
Level 1

Is there a way to back up the online files

High Rich,

 

Is there a way to back up my online files to my computer? 

 

tks

Martine

AileneA
QuickBooks Team

Is there a way to back up the online files

Hello, Martine1953.   

 

We value your data security. Because of this, 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?.  

 

However, If you want to have a copy of the file, use the Export feature to move reports or lists to Excel. Here’s how:

 

  1. Go to the Gear icon and choose Export Data under the Tools section.
  2. These actions will open the Reports and Lists tab.
  3. From there, choose which one you want to transfer to Excel.
  4. Then, click the drop-down arrow below Reports to pick the correct period.
  5. To add or remove items from the Reports/Lists tabs, simply move the slider.
  6. Next, hit the Export to Excel button to continue with the process.
  7. Once done, tap OK to confirm the action.  

 

 

The following article provides an overview of which data you can move to Excel as well as instructions to transfer it: Export.

 

Please let me know in your reply if you require additional information about the process or other concerns. I'll be right here to help. Take care!

Fiat Lux - ASIA
Level 15

Is there a way to back up the online files

@Martine1953 

There is no such file concept in cloud-based accounting apps. You can use a 3rd party backup restore app or export your data out to XLS.

https://rewindio.grsm.io/quickbooks

https://transactionpro.grsm.io/qbo

 

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