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upsengineer
Level 1

How to back up my company

Backup link now available
2 Comments 2
Fiat Lux - ASIA
Level 15

How to back up my company

You can purchase a 3rd party conversion service or use an exporter tool.

https://get.transactionpro.com/qbo

 

Kevin_C
Moderator

How to back up my company

Thanks for reaching out to us, @upsengineer.

 

Let me share some information about backing up your QuickBooks Online (QBO) company.

 

In QBO, you can manually export your company's data and save it to your local drive to make a backup copy of your company file. Here's how:

 

  1. Select the Gear icon from the toolbar.
  2. Under Tools, select Export Data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

 

For more information about this process, check out this article: Export data, reports, lists, and more from QuickBooks Online.

 

Additionally, visit this article to guide you in managing your business growth using QBO: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can also explore video tutorials to learn your way around the program.

 

Let me know if you need anything else to back up your company's data by adding the details below. We're always here to help you. Keep safe!