QuickBooks Online is web-based, and hypothetically never needs to be backed up. But there are plenty of reasons to back up your file: a snapshot in time, a failed import, accidentally deleted transactions.

We’ll look at several different backup strategies to choose which one is right for your needs.

Instructional Level

Beginner through Advanced 

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion


  • Our "QuickBooks® Online Fundamentals" course, or
  • Prior QBO® experience.

Who should take this class?

  • Anyone who works with QuickBooks® Online

What You’ll Learn 

  • Exporting QBO lists
  • Exporting a copy to QuickBooks® Desktop for PC
  • Copying one QBO file into another
  • Using 3rd Party software solutions:
  • Chronobooks for period copies
  • to undo transactions
  • SafetyNet for manual backups


Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

Here is the course outline:

1. Where to take the class

Friday, June 14, from 10 to 11am PT. Are you attending by webinar or in person? Be ready to go about 10 minutes before the start of the class.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. Download the Handout

Download the handout that goes with the course.

Download the handout here

3. Options for Backing up QBO

There are several methods you can use to back up your QuickBooks Online file, depending on what you need the backup for.

Exporting Data and Lists
Exporting your QBO file to QuickBooks Desktop for PC
SafetyNet by JungleDisk

4. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Backing Up QBO Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate