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

  • Rewind.com to undo transactions and roll back

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

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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Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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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: www.nasbaregistry.org.

Course Credits: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: April 2024
Course Page Updated: March 2026

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