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.
How to Back Up QBO Data
- 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:
- Under Reports select All Data and All Dates and hit Export to Excel.
- Then go to list and do the same: