SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
kssventuresllc
Level 1

How do I make a backup copy of my account . I am using QB Online and need a copy for my Google Drive

How to create a backup copy using QBO

1 Comment 1
Jovelyn_M
QuickBooks Team

How do I make a backup copy of my account . I am using QB Online and need a copy for my Google Drive

The backup feature in QuickBooks Online (QBO) depends on what QBO version you have, Kssventures.

 

Creating a backup file in QBO is only available in the Advanced version. If you're using this version, you'll need to turn on the Online Back-up & Restore app.

 

This will automatically back up your data and allow you to restore it at any time. You can also save your backups to Google Drive.

 

Here's how:

 

  1. Go to Settings .
  2. Select Back up company.
  3. Choose the User menu.
  4. Select where you want to save your backup. Click the Link on Google Drive.
  5. Follow the steps to allow QuickBooks to create backups.

 

However, if you use the regular QBO versions(Simple Start, Essentials, or Plus), consider exporting reports and lists into an Excel file. This way, you can save copies onto your computer's hard drive. 

 

Here's how to export:

 

  1. Go to Settings ⚙ and in the TOOLS column, select Export data.
  2. Select the reason for exporting, then hit Continue.
  3. On the Reports tab, set the date from the Pre-selected date ranges ▼ dropdown.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Select Export to Excel.
  6. Click OK to make sure that it’s done.

 

I'm also including this resource for future reference, on how to import a list of your products and services from Excel, CSV, or Google Sheets to QuickBooks Online: Import products and services into QuickBooks Online.

 

For further assistance in enhancing your financial management techniques, consider reaching out to our QuickBooks Live Expert  Assisted team. They possess the necessary expertise to offer customized advice and solutions, helping you overcome current obstacles and improve your financial strategies.

 

For any queries or additional assistance on how to create backups on your QuickBooks Online Account, please use this communication channel.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us