Re-inputting sales data for previous year

Onaf · ‎August 23, 2023

Hi, I have inputted the sales data in year 1 and year 2. For year 1, it is done by way of general journals, and year 2, inputted by filling in the information in "create invoice". Now I would like to re-enter the sales data by inputting information in "create invoice" for year 1, so that I can have my ageing ledger and customer ledger etc for both year 1 and 2. Is there any method, I can keep a backup data for my previous year 1 sales data somewhere, and just in case if I get anything wrong during the re-inputting data process, i can retrieve the back up. Or is there any suggestions for such action. Thanks

MJoy_D · ‎August 23, 2023

I can share some information about creating a backup copy, @Onaf.

If you're subscribed to QuickBooks Online Advanced, you can create a back up copy that you can restore to your Dropbox or Google Drive account. If not, you can download your data and save to your local drive. You can choose to download either reports or lists.

Here's how to create a one-time backup in your QuickBooks Online Advanced Company:

Go to the Gear icon (⚙) and select Back up company.
Click on Add Company.
Select the Search for a company ▼ dropdown menu, then select the company you want to back up.
Select Next, then Connect.
Find the company you want to back up.
Select the Action ▼ dropdown menu, then select Run full backup.

You can check this article for detailed guidance about back up and restore your QuickBooks Online Advanced Company.

If you're subscribed to other versions of QuickBooks, here's how download your data from QuickBooks Online to create a backup copy: Export reports, lists, and other data from QuickBooks Online.

Refer to this article for detailed guidance about recording payments from the invoices you've sent: Record invoice payments in QuickBooks Online.

Let me know if you need further guidance with your invoices. I'm always here to assist. Have a wonderful day!

View solution in original post

Fiat Lux - ASIA · ‎August 23, 2023

Use a backup restore app

https://partnerwithus.rewind.com/quickbooks

MJoy_D · ‎August 23, 2023

I can share some information about creating a backup copy, @Onaf.

If you're subscribed to QuickBooks Online Advanced, you can create a back up copy that you can restore to your Dropbox or Google Drive account. If not, you can download your data and save to your local drive. You can choose to download either reports or lists.

Here's how to create a one-time backup in your QuickBooks Online Advanced Company:

Go to the Gear icon (⚙) and select Back up company.
Click on Add Company.
Select the Search for a company ▼ dropdown menu, then select the company you want to back up.
Select Next, then Connect.
Find the company you want to back up.
Select the Action ▼ dropdown menu, then select Run full backup.

You can check this article for detailed guidance about back up and restore your QuickBooks Online Advanced Company.

If you're subscribed to other versions of QuickBooks, here's how download your data from QuickBooks Online to create a backup copy: Export reports, lists, and other data from QuickBooks Online.

Refer to this article for detailed guidance about recording payments from the invoices you've sent: Record invoice payments in QuickBooks Online.

Let me know if you need further guidance with your invoices. I'm always here to assist. Have a wonderful day!

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Re-inputting sales data for previous year