Backing Up QBO

03 Jan 2023 By Alicia Katz Pollock Royalwise Solutions Inc.
Backing Up QBO

Baby Got Backups: Backing Up QBO Course Description

QuickBooks Online is hosted, and hypothetically never needs to be backed up. But there are plenty of reasons to back up your file:

  • a period archive
  • a snapshot in time
  • a failed import
  • restoring accidentally deleted transactions.

You can export lists to Excel, and there’s also a “back door” to exporting your QBO file to Desktop. QBO Advanced has a backup tool built right in. We’ll also look at several different backup strategies for QBO Simple Start through Plus, to choose which one is right for your needs.

We will also look at 3rd party apps including Rewind and exportmybooks.

We'll even do a live demo of using Rewind to UNDELETE a transaction!

 

After completing this course, you will be able to: 

  • Know when you should run a manual backup
  • Be able to set up QBO for automatic backups
  • Export data from QBO to csv files
  • Choose the right backup software solution for your needs

 

What You’ll Learn 

  • Exporting QBO lists
  • Exporting a QBO archive to QuickBooks® Desktop for PC
  • Copying one QBO file into another
  • Online Backup and Restore in QBO Advanced
  • Using 3rd Party software solutions:
    • Exportmybooks
    • Rewind.com to undo transactions and transfer QBO files from one account to another

 

Instructional Level

Intermediate

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study

Prerequisites 

  • Our "QuickBooks® Online Bootcamp” On-Demand video course, or 
  • Real-life experience using QuickBooks

Who should take this QBO Back Ups class?

  • Bookkeepers and Accountants who work with QuickBooks Online
  • Business owners who want to keep their data safe
Registration Link
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