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An Informative Guide to Backup QuickBooks Online [2022]

quickbooks online backup file

Has your data ever been damaged or lost by accident? Every QuickBooks user should create a backup of their data on a regular basis to keep it secure. In QuickBooks Online, you can save online backups of your accounting data. Moreover, to have access to your chart of accounts, always keep a company file backup. Also, you can schedule automatic backups, do one-time manual backups, and even save copies to DropBox or Google Drive. To know how to set up everything and backup QuickBooks online, read the entire article.

Looking for a way that can help you backup QuickBooks Online? If yes, we would suggest you to give us a call on our Toll-Free Number +1-(855)-955-1942 and reach out to our experts.

What Data You Can & Cannot Backup? 

No matter how advanced a software is, there are definitely some things that it isn’t capable of doing. Similarly, there is certain data that you can backup and some data that you cannot save while using QuickBooks Online. To help you get aware of it, below we have categorized it into different categories:

Data that gets Backed Up

The Online Backup and Restore application backs everything related to your chart of accounts:

Transaction dataList dataOther data
InvoicesAccountsAttachments
EstimatesBudgetsCompany info
Sales receiptsClassesEntitlements
PaymentsCurrenciesExchange rates
DepositsCustomersPreferences
Bills and bill paymentsDepartmentsIntuit Payroll info backs up as journal entries
Credit memosEmployees (except their SSN)Inventory shrinkage and adjustments back up as journal entries
Vendor creditsItems
Journal entriesJournal codes (France only)
Purchases and purchase ordersPayment methods
Refund receiptsTax agencies
Time activitiesTax codes and tax rates
Terms

Data that isn’t Backed Up

There’s some data that can’t be backed up. However, as this data is non-posting, it won’t affect your accounts:

  • QuickBooks Online Payments info
  • Customer types and price rules
  • Delayed credits and charges (although associated invoice are backed up)
  • Recurring transactions
  • Bank feeds and their links to transactions, bank rules, and
  • Reconciliation reports
  • Account-based billable expenses
  • Item-based billable expenses with markup
  • Custom reports
  • Custom form templates
  • Audit log entries

Here, we have mentioned the steps by following which you would be able to backup QuickBooks Online:

Step 1: Turn on Automatic Backups

Follow the below-given steps to backup QuickBooks Online automatically.

  • Sign in to the QuickBooks Online as an admin.
  • Go to Settings and then select Back up company option followed by Add a Company.
  • Further, select the company file that you want to connect to and then, follow the onscreen instructions to connect to the application.
  • Click on Enable backup once you have connected your company file.

This turns on automatic continuous, automatic backups. Therefore, whenever you add your company file, your data is backed up automatically every 5 – 10 minutes after you make new changes. Along with that, it also runs daily scheduled backups.

A: Save a One-time Manual Backup

Many times, due to unforeseen circumstances there might come a point where we would have to save everything in the middle of the project. Don’t worry! You can do that by manually backing up your data anytime:

  • Sign in to the QuickBooks Online and then, go to Settings.
  • From there, select the Backup company option.
  • Go to the main menu and select the Backup option followed by New Manual Backup.
  • After that, select the company file you want to manually backup.
  • From the Backup Type dropdown, select Incremental, Full, or Complete. 

Note: With the Incremental option, you would only be able to save changes since your last backup. However, Full saves your financial data and Complete saves everything, including your company data.

  • At last, click on the Request backup option.

B: Save and Schedule Backups to DropBox or Google

Backups can also be saved to DropBox or Google Drive, if desired. However, you must first link your accounts in order to set things up:

  • Sign in to the QuickBooks Online Advanced as an administrator and then, go to Settings.
  • There, select the Backup company option.
  • Select Local Backup from the menu followed by Link a Service option and Link Google Drive or Link DropBox.
  • Lastly, follow the steps that appear on your screen to allow QuickBooks to create the backups.

C: Now, Save a Backup to DropBox or Google:

Now, Follow the instructions given below to Save a Backup to DropBox or Google:

  • From the menu, select Local Backup option followed by New Local Backup Schedule.
  • In the Company field, select the company file you want to backup.
  • In the Frequency field, select Once to save a single backup now. Moreover, you can select Monthly, Weekly, or Daily to schedule automatic backups.
  • In the Service section, select Dropbox or Google.
  • When ready, select Create Local Backup Schedule.

Whenever you begin to restore your company data, the Online Backup and Restore application can restore your data from a specific time or date. It will consume 1 hour or less to complete QuickBooks online backup and restore.

IMPORTANT: Don’t do anything till the restoration process gets completed. You’ll notice a checkmark in the status when it’s finished. Now, you can use your company.

  • Sign in to the QuickBooks Online Advanced as an administrator and then, Go to Settings and select Backup company option.
  • From the menu, select Restore followed by New Restore.
  • In the Company dropdown, select the company you want to overwrite and restore accounting data to.
  • Select the time and date you want to restore to from Restore to dropdown.
  • When ready, select Create Restore, then select Restore to confirm.
  • Depending on the amount of data it might take around 5- 10 minutes to nearly an hour.

Hopefully, the techniques outlined above made it simple for you to backup QuickBooks Online. If you require any additional assistance, we recommend that you contact our experts by giving us a call on QuickBooks Data Service Solutions Helpline Number +1-(855)-955-1942.

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Lily Evans

Lily Evans is a Certified Accountant with Expertise in QuickBooks, Sage and Quicken Accounting Software. Lily has been working with Data Service Solutions for the last 3 years as a QuickBooks Expert and is Helping Accounting software users with their day to day accounting tasks and issues.

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