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
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:
- Rewind.com 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
1 CPE, Certificate of Completion
Field of Study
Computer Software & Applications
QAS Self Study
Who should take this QBO Back Ups class?
Other learners purchased these courses after completing this class:
Brought to you in part by Rewind.com
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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Refunds & Cancellations
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: www.nasbaregistry.org.
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.
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.
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!
The following certificates are awarded when the course is completed:
|Royalwise CPE Certificate|