How to backup QuickBooks Online data
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- เผยแพร่เมื่อ 10 ก.ค. 2024
- QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partner...
Table of Contents:
00:00 Four options to backup or export you QuickBooks Online data
02:23 Option 1: Export all data into Excel
06:47 Option 2: Convert QuickBooks Online into QuickBooks Desktop
19:30 Option 3: Use an App like Chronobooks (For ADVANCED only) or Rewind
24:38 Option 4: Create custom reports with selected data to export
Direct Link to Export from QBO to Desktop:
app.qbo.intuit.com/app/export...
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary fro $250 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then a 30% www.quickbooksoffer.com/?cid=i... - วิทยาศาสตร์และเทคโนโลยี
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Best video on how to backup QB online!! Most others only cover using other online apps.
:)
Best video on how to backup Quickbooks online. My teacher couldn't answer this question when I asked this question in class and she is teaching the subject. LOL, whenever she speaks about Quickbooks online. Keep up the great work.
Margo Darden there are different type of teachers.
Thank you so much as always. I learn so much from you. Kind Regards, Teresa
you welcome
Thank You! Great Help
Very helpful video.
This is great. Glad you stayed up past 1:00 AM to do it! question is, how do you restore from the Excel backup??
Cant “restore” from excel
Question: If QuickBooks Online is converted to use in QuickBooks Desktop would the scanned receipts be also available in QB Desktop.
Hello Hector,
How can we transfer data for 2nd option, If we are working through the right networks?
Thanks.
I appreciate!
Hi Hector, thanks for this wonderful video. After doing a restore via quickbooks advanced or rewind, how do I verify that it correctly restored the file and did not mess up anything?
You would need to have pulled the PL and Balance Sheet before and after to see if you got the desired change
Do you have any work around APP other than REWIND....Reason being REWIND seems does not work for countries outside USA
Hi Hector, I want to thank you so much for all of your videos. As a CPA w many years experience of the desktop product and not nearly as much time with QBO, they help me a lot. When you’re working with a new client in QBO that needs a lot of cleanup work, do you ever back up the data prior to doing a lot of that cleanup, in case it blows up on you? I always used to backup the desktop files before doing a lot of cleanup. Never needed the backup but it made me more confident in accepting that work. If you do or would ever backup prior to cleanup in QBO, which method would you use, since any restore would be right back into QBO itself? Thanks in advance for any guidance. 🙏🏻😀
That mechanic doesnt exist in QBO
9.15.20 Hector, is IE 11 the only browser one can use for the backup or can Edge or Chrome work? Thanks for the video.
CHUCK TROTTER nope... IE11
I am unable to find Export option on my tools option. Can someone help me how I can see export option ?
Back up done... Any videos on how to do mass editing to products and services? I have 6,000 items to edit and have a feeling that it will require an export and reimporting the items but no clear direction on how to do this.
I like using a 3rd Party app like Transaction Pro Importer: th-cam.com/video/P1Rq5Y1Ofm4/w-d-xo.html
Excellent, Excellent video on how to backup Quickbooks Online
:)
Hi,
1. if we have to migrate to qb advanced from qb online and purpose is to have new and uniform gl codes from next FY i.e 24-25 across different locations , can you advice if a backup of data is required
2. Reason is whether giving new gl codes/ uniform gl description will alter earlier yr gl descriptions i.e prior to FY 24-25
You can create a new account if you want a clean GL. You need to do a manual backup
Hi, is there any way I can get my entire data on Excel with simple steps
Hi Hector. Thank you for this informative video. However, I am moving from one quickbooks online data file from my accountant to a new online account I got through TechSoup (it's a non-profit). I don't have an export option in the settings, so I probably have to export the data from every list. My question is, what files should I export to excel in order to be able to re-create the data in my new company online QBO subscription? Is there a correct procedure for importing the files, or is there an easier way to do this without exporting and importing? I'd appreciate your help very much!
Moving data accross QBO files is vert complicated. There are some apps that claim to do that, but never seen a good implementation of it
This is only for Windows right? Mac desctop can't use this conversion correct?
Will the second option work with UK version of Quickbooks Pro 2019?
i dont think so
Question: When starting a new QBO using the data from the Old QBO. Is it best to backup data from the Old QBO into excel?
Is it selective data? Or the whole thing?
I want to do the whole thing. The client's books are very, very messy including prior years.
@@daniajohnson5017 yes just export the whole thing.. I assume you a are starting over
@@HectorGarciaCPA Yes, I am starting over. Thanks Hector for replying!
Hello Hector, I like your videos, but I have questions. In my opinion, it is not really a backup. In my point of view, backup is when you save all your accounting system in a file and if your system is crushed down you can just upload it as it was at that point in time. In your video, I see a few problems. First of all, QB online is not able yet to import bills and payments from an Excel file. Second, even if you would be able to import bills and payments, as I understand they won't be connected with each other. So you would have to connect each payment to each bill or invoice. Correct me f I am wrong.
You are 100% right.
But this video was not meant to answer any of these issues... it covered others
Hello, because internet explorer is not supported by Microsoft anymore, this process is not valid anymore, do you have any idea how should I change QB online to DESK, I been calling QB support and no body knows how to do it, any idea?
Same issue. Converting from online to desktop. When I sign in to QB online using the required Internet Explorer, I get a blank white screen. I can see the sign on page just fine, but when I actually sign in, nothing shows up. Very frustrating because the Intuit help blogs just keep regurgitating the same exact instructions over and over again. Are we supposed to use Microsoft Edge now for exporting the online data?
@@gregoryroth9638 What's funny is I called Intuit support to ask them about exporting our company file to import to desktop. Their only suggestion, upgrade to their top tier subscription because that apparently had the capabilities. I love using Quickbooks for accounting, but their sales tactics, I just don' t know. Felt like they were trying to dupe me. Made me mad, lol. We gave up. I exported whatever I could to excel for historical purposes and just started over fresh with desktop. Frustrating, but I don't know why Intuit tries to squeeze their customers so much for every dime they can take.
@@gregoryroth9638 I mean, if you have a lot of data and you want to have it in one company file, you upgrade for a month, do your conversion then cancel. We only had one year in the books, so I think it was more of a matter of principal for us. We are paying them for the annual desktop, not just a one time licence, so I just don't understand why they can't give you the conversion capabilities at the lower online tiers. It's just stingy in my opinion.
Is there any way I got all years data in one time ?
Hello Victor, Thank you so much for explaining everything in detail. I am trying to convert my client data from QB online plus to QB Desktop to fix the errors and mistake done by previous bookkeeper so I can do not mess with original data in QB online. But when I log in by using my own user id and pw to excess the client file shared with me, I can not able to see the export option on gear menu. I tried to manually type the url exportdataqbotoqbdt to go on export overview page but I can only see the option and message that says that "I can export my data in excel format". I really appreciate if you help to find out what I am doing wrong.
Thank you,
I don’t know.. if you are outside of USA, i think it doesn’t work.
@@HectorGarciaCPA yes, I am in Canada
@@HectorGarciaCPA Is not it possible in Canada?
@@sohelasma1986 no… most of my videos are within the context of US
Now that IE 11 support had ended, will it work with Edge?
Yes it should
Hello, I have a client who has QBO and QBD. They had to change to QBD due to another program that they use for their business. They never exported QBO. Once I do the Export is that going to erase all the work they have on QBD?
Yes… there is not way to “merge” the data
Hi Hector- how do I download the receipts I uploaded over the years?
In the Attachment menu (under Gear Menu)
I currently use online Essentials, I need to upgrade to Plus but do not want to lose my discount I have been paying for essentials. Is there a way to upgrade from Essentials to Plus and still get a discount?
Email me your company ID number hector@garciacpa.com
@@HectorGarciaCPA Just sent my information via email
Hi Hector, what If I don't have the button export data?
Contact support, see what is going on… keep in mind this is only a US-based feature
they removed the online to desktop option; i dont see it anymore. few months ago I called intuit about moving my data to desktop and they told me to export in excel and import the excel in QB. wow !
I agree, it's immensely frustrating, especially if a company is closing and needs a final backup copy for at least seven years in case of IRS audit.
QBO allows me to sign in while using in internet explorer, but then nothing populates after I log in.
Try Google Chrome
Yeah how about local backup....wtf. This company is ridiculous. Thanks for all the help.
There is another video that explains the local backup process
The more I learn about quickbooks online the more I realize it’s not useful .. convenient but it sucks.