Skip to content
QBO Video Training

Backing Up QuickBooks® Online Course

Alicia Pollock

Back up your QuickBooks Online! Intuit’s web-based servers have backup options: export to Excel, archive a QuickBooks Desktop file, and use 3rd-party apps.

Course Description

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


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


We will also look at 3rdparty apps including, Chronobooks, and SafetyNet.


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


Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handouts here

2. Watch the Videos: 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

3. Take the 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
Back to top