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gulshan
Level 1

Company backup option is not showing.

company backup option is not showing, how can I take backup.
2 Comments 2
Fiat Lux - ASIA
Level 15

Company backup option is not showing.

Use the exporter tool or purchase a 3rd party conversion service.

https://get.transactionpro.com/qbo

 

Angelyn_T
QuickBooks Team

Company backup option is not showing.

 Hi there, @gulshan. Helping you back up your data is my priority today. Let me help you with the process.

 

The backup and restore option is only available in QuickBooks Online (QBO) Advanced. You can do it through the Gear icon.

 

If you're using QBO Advanced and it's unavailable, I suggest backing up your data through a private window to narrow down the result. You can use either of these keyboard shortcuts to save you time:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

However, if you have QBO Plus, Essentials, or Simple Start, you may look for a third-party app that can do QuickBooks Online backups. Alternatively, you can save a copy of your data on your computer by exporting your reports and lists.

 

Here's how:

 

  1. Sign in to your account as an admin.
  2. Go to the Gear icon from the toolbar.
  3. Under Tools, select Export Data.
  4. On the Reports tab, set the date range.
  5. Add or remove items from the Reports and Lists tabs by toggling the slider.
  6. Tap on Export to Excel

 

From there, you can download the data entered into your file to your local hard drive. I'm adding this material for the detailed instructions: Export data, reports, lists, and more from QuickBooks Online.

 

I'm pleased to share these details with you. If you have follow-up questions while getting a copy of your data, let me know by leaving a comment below. I'm more than happy to help. Have a good one!