Backup and Restore Not Replicating Backup

Thank you for reaching out regarding the backup and restore issue with your QuickBooks Online (QBO) account, NossaFamiliaCoffee. We understand the critical nature of reliable data management, especially when handling large volumes of information. We appreciate the detailed timeline and description of your interactions with QBO Support. Let me address your concerns and clarify the situation.

When you create a backup in QBO, you're saving a snapshot of your company data at that specific moment. Unlike traditional backup systems that overwrite existing data, QBO's backup feature safeguards against data loss rather than a full snapshot restoration.

The primary purpose of restoring data from a backup is to recover from mistakes or unintended changes made within QBO. If you accidentally delete or modify information, restoring allows you to revert your account to the state it was at the time of the backup.

We understand this may not align with your expectations of a typical backup and restore process. Please note QBO's restore function doesn't delete or overwrite any existing data, such as products or accounts created after the backup. This is particularly relevant when dealing with items like products and accounts, which will not revert to their previous state if added after the backup was created.

For more detailed information, refer to this article: Back up and restore your QuickBooks Online Advanced Company.

Additionally, you can create a copy of an existing QuickBooks Online Advanced company to use as a new one rather than relying solely on a backup.

Moreover, we recommend enhancing your financial oversight with our QuickBooks Live Expert Assisted team. These professionals can help you create a strong backup strategy that suits your business needs. With screen-sharing capabilities, our expert bookkeepers can provide visual assistance if you encounter data discrepancies or import errors.

I hope this information clarifies how the backup and restore function works in QuickBooks Online. If you have further questions about using the backup and restore feature or need assistance with another aspect of QBO, please don't hesitate to reach out. Our support team is always here to help make the most of your QBO experience.

So, if I were to create a backup (Backup A) and then create a handful of new asset accounts, journaling balances from existing accounts, what would happen when restoring Backup A? Nothing? The new accounts would be reset to a $0 balance but remain in existence? By way of a reversing JE or a deletion of the JE? 

How are we "restoring a snapshot" if what was created after the snapshot remains in place--this doesn't make sense.

We recognize how important it is to manage data reliably, especially when dealing with large amounts of information, NossaFamiliaCoffee. I'm here to provide alternative options on how the backup and restore feature works in QuickBooks Online (QBO).

When you create back up in QBO, you save your company data at that specific moment. This backup helps keep your information safe and does not replace old data like some other backup systems.

What you did initially was correct, and restoring data from the backup should delete the newly created accounts. However, if you experienced the opposite effect in QBO, I strongly recommend performing some troubleshooting steps, as browsers can affect how QBO functions.

You can try:

• Using Incognito or private browser
• Clear your browser's cache
• Add Intuit as a trusted site

If the issue persists, I encourage reaching out to our live support team. They have effective tools to identify the root cause of the issue and can conduct a screen-sharing session to facilitate effective navigation in QuickBooks.

Here's how:

1. Sign in to your QBO company.
2. Click Help (?) at the top right.
3. Select or type Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose Get a callback or Start a chat with our expert.

Additionally, you can create a copy of an existing QBO Advanced company to use as a new one rather than relying solely on a backup.

If you have other concerns regarding the backup and restore feature or need assistance with other QuickBooks-related tasks, please comment below. I'm always available to help.

Just so I'm sure because I see the two responses here as contradicting each other: after restoring using Backup A, the items I created after Backup A should not be present in the account.  Is that correct?

1. Sign in to your QuickBooks Online company.
2. Go to the Help menu and select Contact Us.
3. Enter your concern and click Continue.
4. Choose between Chat with us or Have us call you.

Great. So I should continue to seek a resolution to what I’m experiencing (the opposite of what you’ve said I should expect, and what I assumed originally) with another support agent. 

Hello there, @CoffeePDX.

I wanted to let you know that I've updated my previous response with the relevant information. If you have any additional questions about backup data, restoration, or any other aspect of QuickBooks, please don't hesitate to reach out. I'm here to assist you with any queries you may have.