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QBO Videos

Backing Up QuickBooks® Online


Course
Alicia Pollock

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

Prerequisites 

  • 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
  • Rewind.io 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. Download the Handout

Download the handout that goes with the course.

Download the handouts here

2. 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
Chronobooks
Rewind.io
SafetyNet by JungleDisk

3. 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

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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