Simple Steps to Backup Data with QuickBooks Online

Data security is the quintessential element for SaaS companies like QuickBooks. It is the most widely used accounting application, and accountants all around the world prefer it.

The application stores your business's financial data, which is important for running your business successfully. No wonder QuickBooks online saves all your important data safely stored in the cloud. However, there are chances when your cloud data can be accidentally lost because of someone's malicious activity or your QuickBooks account subscription expires. Backup data with QuickBooks online and Restore feature is a sophisticated utility that saves you from the unexpected loss of your important data. In this blog, we will explore how to back up data with QuickBooks Online.

 

Do You need expert advice to back up data with QuickBooks Online? Place a call at 1-844-266-9345 and speak to a QB Specialist.

 

How to Backup and Restore QuickBooks Online?

 

Backup is a great way to store all your important data. It is advisable that the user periodically create a backup of their company file to secure their data from unexpected loss. Backing up and restoring the backup are two different processes. So, read the blog carefully till the end to know more about the QuickBooks Online Backup and Restore process.

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How to Backup Data with QuickBooks Online?

 

QuickBooks Online Advanced is the only plan that facilitates the QuickBooks cloud backup and restore facility. You can set up the automatic data backup and or restore a specific item to a specific date. There are three different ways businesses can backup QuickBooks online data, namely: 

 

  •  Automatic backup option in QuickBooks Online

  • create a local backup by exporting QuickBooks Online data 

  •  third-party tool that incrementally backs up all business transactions, files, and other related data.

 

The steps below will help you create a local backup of company files in QuickBooks online. Please make sure that you perform these steps while using the Internet Explorer web browser only.

 

  • Log in to QuickBooks online by using your admin ID and password.

  • Then, press the gear icon and choose the backup company file option from the available options.

  • Now, on the backup and restore home page, select the company file that needs to be backed up.

  • You can press the +Add button if the company file is not visible. Browse and select the company file, and then press the Next button.

  • Press the connect button. Once the company file is connected, press the "enable backup" button.

  • It will create an automatic backup every day.

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The process to Restore QuickBooks Online Backup

 

You need to restore the QuickBooks online backup file (.QBB) to a live QBW working file. The user can easily convert the file by using the restore a backup copy option available under the open or restore a company file in the file menu of QuickBooks.

 

Conclusion

 

QuickBooks Online Backup and Restore is an essential process that helps businesses create and restore company files. Hopefully, this blog provides you with essential insights about the topic. You can speak to our specialist anytime for further assistance.

 

 

 


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