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ECHO_fin
Level 2

Restore function in QBO Advance for Tech Soup subscriptions

Has anyone with a QBO Advanced subscription through Tech Soup been able to do a Restore from a Backup?   I was told today by a Tech support person that this was not an available function for Tech Soup subscribers.   I cannot find where this is documented anywhere.

Solved
Best answer November 05, 2020

Best Answers
ECHO_fin
Level 2

Restore function in QBO Advance for Tech Soup subscriptions

thanks for follow up and information.   I think the primary thing that caused the problem to begin with, was not having turned off any Automation features in Advanced> Setup.   Which I finally found our about after 15 hours of it not progressing and then it produced an Error message. 

Also, the fact it took almost four hours instead of 5-10 minutes or an hour.   

I would strongly suggest that Intuit/QBO add the following key things to know when doing a Restore:

1 - Make sure you turn OFF and Automation features, then turn back on after the Restore

2 - Make sure you are signed in as an Admin.  Maybe you can't even see backup and Restore as another user, not sure.

3 - Change the expected time to complete, or qualify, based on what you are restoring from/to.  I only had one month's worth of data, but had done quite a bit of adding list items, vendors and customers.  This, I am guessing took extra time for our Restore.

 

The final comment I have, would PLEASE ensure that the Help/Tech people are are informed that Restore DOES work for Nonprofits that have a subscription through Tech Soup!

 

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5 Comments 5
Pabz_L
QuickBooks Team

Restore function in QBO Advance for Tech Soup subscriptions

Thank you for posting here in the Community, @ECHO_fin.

 

Let me share some information about the QuickBooks Online Advanced backup feature.

 

If you’re using QuickBooks Online Advanced, it allows you to save and restore online backups of your accounting data. You can set an automatic schedule, one-time manual backups, or save a copy of your data to Google Drive. 

 

To restore your data, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online Advanced account and click the Settings icon on the upper right. 
  2. Select Back up company and from the menu, choose Restore.
  3. Click New Restore.
  4. In the Company dropdown arrow, select the company you want to overwrite and restore accounting data to. Then, select the time and date you want to restore in the Restore to.
  5. When you're ready, click the Create Restore. Then, select Restore to confirm.

 

Please know that you should log in to your QBO Advanced as an admin to restore your accounting data. It also takes about 5 to 10 minutes to restore, depending on the amount of data.

 

You can also check out this article to read additional information on how to set automatic and manual backups: Backup and restore your QBO Advanced Company

 

That’s it! If you have additional questions or concerns regarding with QBO Advanced Back-up feature, don’t hesitate to leave a comment below. I am always here to help. Keep safe.

ECHO_fin
Level 2

Restore function in QBO Advance for Tech Soup subscriptions

Ok, I did exactly what is in the written documentation and what you wrote.   I was signed in as myself and am an Administrator, however, I don't usually use our Master Administrator sign in unless necessary.   I set up the Backup function as My Admin sign-in/role and it has been backing up since Oct 10.  Since you mentioned Admin user (just in case) I signed in this morning as the Master Admin to see if it would be different.   When I go to the Backup company, it wants the Master Admin to connect the company, and then says: 

"You’re changing the Online Back-up and Restore admin for ECHO, Inc
Online Back-up and Restore can only connect to one admin’s email address at a time."  And, also says we may LOSE previous backups if we change.
I also see this morning, (after 15 hours) there is a message on the Restore (from a full backup) I tried to do yesterday, see attached.  It says to turn off Automation.  I have done that now and tried the Restore again.  It has been well over an hour and there is NO status change.  Please advise
 
BettyJaneB
QuickBooks Team

Restore function in QBO Advance for Tech Soup subscriptions

Hello there, @ECHO_fin.

 

I appreciate your efforts in trying to restore the backup of your data for QuickBooks Online Advanced. Allow me to get you pointed in the right direction to get this issue sorted out.

 

As mentioned by my peer above, the restoration process may take time, depending on the amount of your data. Since the status wasn't changed after an hour of restoring the data, I suggest contacting our Customer Care Team. They have the necessary tools that can help identify the root cause of this matter and apply a fix.

 

To reach them:

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

contact us1.PNGContact us2.PNG

 

Please keep me posted on how the call goes. I want to ensure you're all set. Keep safe!

ECHO_fin
Level 2

Restore function in QBO Advance for Tech Soup subscriptions

thanks for follow up and information.   I think the primary thing that caused the problem to begin with, was not having turned off any Automation features in Advanced> Setup.   Which I finally found our about after 15 hours of it not progressing and then it produced an Error message. 

Also, the fact it took almost four hours instead of 5-10 minutes or an hour.   

I would strongly suggest that Intuit/QBO add the following key things to know when doing a Restore:

1 - Make sure you turn OFF and Automation features, then turn back on after the Restore

2 - Make sure you are signed in as an Admin.  Maybe you can't even see backup and Restore as another user, not sure.

3 - Change the expected time to complete, or qualify, based on what you are restoring from/to.  I only had one month's worth of data, but had done quite a bit of adding list items, vendors and customers.  This, I am guessing took extra time for our Restore.

 

The final comment I have, would PLEASE ensure that the Help/Tech people are are informed that Restore DOES work for Nonprofits that have a subscription through Tech Soup!

 

ECHO_fin
Level 2

Restore function in QBO Advance for Tech Soup subscriptions

Solved - Automation needed to be turned off.  Restore took quite a bit longer than 1 hour. It would've been helpful and save a LOT of my time if the the Chat or Phone support Tech people would've pointed out I needed to make sure that Automation was turned out.  However, the Phone support Person from Intuit after signing on to my system ended up telling me that because we had a Tech Soup QBO Advanced subscription we could not use the Restore function.  However, I pressed on as I did not believe this to be reasonable or true.  Please add information to your instructions for Restore.  See my additional comments in this post.  Thanks for following up.

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