Hi, Bec59103. If you're using QuickBooks Online (QBO) Advanced, you have the option to create a backup by copying your data to a new company file.
Follow the following steps to manually create a backup company file in QBOA:
- Go to Settings ⚙.
- Select Back up company.
Note: You might need to sign in with Intuit account, then select Authorize to proceed.
- Select Add Company.
- Select the Search for a company ▼ dropdown menu, then select the company you want to back up.
- Select Next, then Connect.
Note: If you have multiple companies to back up, repeat steps 2 to 4.
- Find the company you want to back up.
- Select the Action ▼ dropdown menu, then select Run full backup.
I'm also pleased to inform you that you can elevate your financial management with the help of our QuickBooks Live Expert Assisted team. They specialize in helping you transform your financial management and provide personalized advice for your business's specific demands.
Feel free to loop back to reply to the conversation if you have further queries. I'll be keeping the thread active, and we'll be available to assist you anytime.
