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 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

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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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.

Evergreen Content 

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.

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