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QBO Video Courses

Baby Got Backups: Backing Up QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

Back up your QuickBooks Online! Yes, even though it's on the web, you still need to back up your business's data. We’ll look at several different backup and export strategies to choose which one is right for your needs.

Sponsored by Rewind

Baby Got Backups: Backing Up QBO Course Description

QuickBooks Online is hosted, and theoretically never needs to be backed up. But there are plenty of reasons to back up your file:


  • a period archive
  • a snapshot in time
  • a failed import
  • restoring accidentally deleted transactions.

You can export lists to Excel, and there’s also a “back door” to exporting your QBO file to Desktop. QBO Advanced has a backup tool built right in. We’ll also look at several different backup strategies for QBO Simple Start through Plus, to choose which one is right for your needs.

We will also look at 3rd party apps including Rewind and exportmybooks.

We'll even do a live demo of using Rewind to UNDELETE a transaction!



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You’ll Learn About:

  • Exporting QBO lists
  • Exporting a QBO archive to QuickBooks® Desktop for PC
  • Copying one QBO file into another
  • Online Backup and Restore in QBO Advanced
  • Using 3rd Party software solutions:
    • Exportmybooks
    • to undo transactions and transfer QBO files from one account to another


After completing this course, you will be able to: 

  • Know when you should run a manual backup
  • Be able to set up QBO for automatic backups
  • Export data from QBO to .csv files
  • Choose the right backup software solution for your needs



Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study


    Who should take this QBO Back Ups class?

    • Bookkeepers and Accountants who work with QuickBooks Online
    • Business owners who want to keep their data safe

    Advanced Preparation: 

    • None

    Other learners purchased these courses after completing this class:  



    Brought to you in part by

    Rewind introduces a new way of protecting your data where you have full access and control of the financial information that lives in a QuickBooks Online file. Implementing a security protocol, including a complete data backup and recovery solution, differentiates your practice as one that clients can trust.



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    With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!


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    Refunds & Cancellations

    Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


    Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



    Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
    Course Updated: December 2021
    Course Page Updated: September 2023

    Here is the course outline:

    1. Download the Handouts

    Download the handoust that go with the course.

    Download the handouts here
    Glossary of Terms

    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.

    Intro and Agenda | Baby Got Backups
    Biz View vs Accountant View
    QBO is Web-based / Why Back it Up?
    Exporting Data and Lists
    Exporting your QBO file to QuickBooks Desktop for PC
    Online Backup and Restore in QBO Advanced
    Importer and Deleter Apps
    Conclusion - What's Next?
    BONUS: Export QBDT to QBO Video
    Review Questions: Baby Got Backups; Backing Up QBO

    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: Baby Got Backups; Backing Up QBO
    Evaluation & Participation Survey


    The following certificates are awarded when the course is completed:

    Royalwise CPE Certificate
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