How to Back Up QuickBooks Online Data

By Andrew

Follow

To prevent data loss, we recommend that all clients back up their QuickBooks file prior to integration with Revel.

This will preserve a copy of your finances in case of emergency. 

Here's how to do it (please note that this process can only be performed while using Internet Explorer):

This is the QuickBooks Online home screen. Navigate to the gear in the top right and click it:

Under Tools, choose Export Data. This will start the QBO Backup Wizard. 

Download the required ActiveX controls, and follow the prompts on the screen to ensure adequate access.

On the Select your Data screen, select the radio button next to All financial data:

Please carefully read the information about the file that is about to be created. Locations will not be saved, and neither will any customer credit card numbers. 

After clicking Continue, you'll be asked to enter your name and email address for notification when the file is ready. 

When the file is ready for download, you'll receive an email notification. The file can be downloaded from the main screen of QuickBooks. In the Take Action section on the right, there will be a notification when the company file is ready for download. 



Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Still have questions? Contact our friendly Support team

Version 2.31 is here! See what changed and what's new in the latest release.