Question

quickbooks online backup?...

Forum|Forum|5 years ago
March 22, 2021
3 replies
12 views

hi, i just migrated from quickbooks desktop mac to guickbooks online...

how do I restore from an earlier version if I need to?

is there a way to backup my online quickbooks?

thanks! -todd

QuickBooks Online

Rose-A

Level 10

I'm glad to good to hear from you today, toddlerner. I'd like to provide some information regarding backing up and restoring an earlier version in QuickBooks Online.

QuickBooks Online automatically backs your data so there's no need to save it on a flash drive or your computer. I've got an article that provides more details about this: Do I need to back up my data with QuickBooks Online?.

Also, restoring an earlier version in QuickBooks Online is currently unavailable. You can only backup and restore your data via a spreadsheet including but not limited to the following:

Customer
Suppliers
Products and services
Invoices
Bills

You might find this write-up interesting: Common questions about importing data to QuickBooks Online. On the same link, you'll find what types of supported format you can use to restore your data as well as the maximum of rows you can import.

You can post any additional questions about restoring and backing up issues in QuickBooks or if you have other concerns aside from this topic, please let me know. I'm all hands on deck working to make sure I've got you covered. Have a great rest of your day!

T

toddlernerAuthor

thank you for your reply, rose...

a question: what if I accidentally cancel my qbo subscription or something, what if an employee forgets to renew or something... how do I back up qbo and make sure I don't lose years of accounting data!??

is the only thing I can do is backup some of my data to spreadsheets?

if my subscription is accidentally cancelled, will qb hold the info for reinstatemtn??

thanks, -todd

D

DebSheenD

Level 5

Glad to see your post here in the Community, toddlerner.

Once you cancel your Quickbooks Online subscription, your data will be available in read-only access for 1 year from the date of cancellation.

Regarding the backup to spreadsheets, you can export to excel if you're using QuickBooks Online Plus and Essentials while for the QuickBooks Online Advance there is an option.

Here's how:

Sign in to the QuickBooks Online Advanced company you want to back up as an admin.
Go to Settings ⚙ and then select Backup company.
Select Backup from the menu.
Select New Manual Backup.
Select the company you want to manually backup.

You can check this article for more concerns about Back up in QuickBooks Online: Back up and restore your QuickBooks Online Advanced company

Let me know if you have further questions about the account. I'm always here to help.

T

toddlernerAuthor

thank you! i don't know what version of qbo i have, but I went to settings > export data > and could back up many things to excel docs...

gen ledger, profit and loss, ball sheet, trial bal, journal... customers employees vendors...

question: could i use these to restore qbo?

question: what would i be missing? i don't see "chart of accounts" for example

thanks, -todd

M

Mark_R

Moderator

Thank you for getting back to us, @toddlerner.

Let me ease your confusion about creating a backup file in QuickBooks Online (QBO).

As mentioned by my colleague DebSheenD above, the option to create a backup of your QBO data is only available in the Advanced version. Since you don't know what version of QBO you're using, let's verify it first from the Billing & Subscription menu. Here's how:

Click the Gear icon, then select Account and Settings.
Go to the Billing & Subscription menu.
In the QuickBooks tile, verify the version you're using.

If you're using the Advanced version of QBO, you can follow the steps provided by my peer above to create a backup. Then, learn how to restore the data from this article: Back up and restore your QuickBooks Online Advanced company (formerly ChronoBooks).

However, if you're using the QBO Plus or Essentials version, exporting the data into an Excel file will be the best option to backup your company file. And restore it using the Import feature. While you don't see a way to export your Chart of Accounts from the Export feature, you can do it by running the Account List report. Let me guide you how.

Click Reports from the left menu.
Search for the Account List report.
Select the Export icon, then choose Export to Excel.

I'm adding this article for more guidance: Export reports, lists, and other data from QuickBooks Online.

Since you're new to QBO, here's an article you can read to learn how to get started: Get started with QuickBooks Online - Frequently Asked Questions.

Should you need any assistance managing your new QBO company file, I'm available here to help any time!

W

webb 51

my online backup stopped on 1/10/24 whats the problem

AlcaeusF

Level 14

Hello Webb51,

Welcome to the Community. We want to help you with your questions about the backup in QuickBooks. However, we need more information about it to provide the correct resolution and sort out the issue promptly.

Can you share with us more details about your backup concern? Are you using the Desktop version? This way, we can check why you're getting that outcome. If you could provide some screenshots, it would greatly help.

In the meantime, you can check this article for additional guidance on fixing backup issues in QuickBooks: Fix backup company file issues in QuickBooks Desktop.

Please know that you're always welcome to post questions in this space. Have a great day ahead.

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