You're in the right place to get the help you need, The Petrova Experience. Let me help you back up your company file in QuickBooks Online (QBO) before the reclassing.
If you're using QBO Advanced, you can save a backup of your company file directly to keep a copy of your books. You can follow these steps to start backing up your company file:
- GO to the Settings menu and hit the Back up company button.
- Note: You might need to sign in with an Intuit account. If so, select Authorize to proceed.
- Next, click Add Company.
- Choose the company you want to back up in the Search for a company dropdown.
- Then, select Next, then Connect.
- Look for the company you want to back up.
- Select the Action dropdown, then select Run full backup.
To learn more about what data you can and can't back up, read this article: Back up and restore your QuickBooks Online Advanced Company.
Once done, you need to restore your data, you can refer to the detailed steps in this link: Restore your data from a backup.
However, if you’re using other versions of QuickBooks, we can manually export the following to get a copy. I’ll show you how:
- Go to the Gear icon and select Export Data.
- Select the date range in the Reports tab and toggle the options or data you want to export.
- Select Export to Excel.
Additionally, here is an article you can check when exporting them: Export reports, lists, and other data from QBO.
Furthermore, reconcile your accounts so they always match your bank and credit card statements to keep your company file accurate. Refer to this resource to learn more: Reconcile an account in QBO.
As always, the Community forum is here to assist you. Add a reply below, if you have any other concerns about creating a backup copy of your file. Best wishes for your business!
