Using online backup and restore
Similar to QuickBooks Desktop products, you can save a backup copy of your QBO data with your QBO Advanced subscription. This feature gives your accountant or administrative personnel the ability to continuously back up data and then restore it to a point in time as needed. Online backup and restore captures transaction data, list data, and other elements such as attachments, company information, exchange rates, and preferences. However, it does not record things such as custom reports, recurring transactions, and bank feeds.
You can access the backup tool from the gear icon. After clicking on the gear icon, select Back up company, listed in the TOOLS column.
Here is a brief description of the three types of backups available:
- Backup: This type of backup saves everything in the chart of accounts. You can also undo unwanted changes made to vendors, customers, settings, and other data if you need to.
- Restore: This backup allows...
