[QuickBooks Online Backup] How to Back Up QuickBooks Online to Your Desktop

Key Takeaways:

Translate the following text into English:
1. Use the built-in feature to back up QuickBooks Online to QuickBooks Desktop.
2. Create a local copy of the QuickBooks file on the Windows Desktop with file backup software (recommended by digitaltrends.com).

Can I Backup QuickBooks Online to My Desktop?
QuickBooks Online Backup with Built-in Feature
How to Backup QuickBooks Online to Your Desktop using Free Backup Software
Bonus Tip: Converting QuickBooks Desktop to Online
Frequently Asked Questions about QuickBooks Backup Files

Yes, you can backup QuickBooks Online to your desktop. However, it's important to understand that QuickBooks Online is a cloud-based service, which means your data is automatically saved and backed up on Intuit's servers. Nevertheless, if you want a local copy of your company file for additional security or offline access, you can follow these steps: 1. **Download Transactions:** You can download your transaction data in a CSV or Excel format for a limited period (usually 90 days). Go to the "Reports" section, create a custom report covering the desired date range, and then choose the option to export the report to CSV or Excel. 2. **Export Customers, Vendors, and Items:** In the "Lists" menu, you can export customer, vendor, and item lists to CSV files. 3. **Print Checks and Invoices:** If you need a physical copy, print checks and invoices as PDFs and save them on your desktop. 4. **Use Third-Party Tools:** There are third-party apps available, such as QBO Backup, that can help you create a more comprehensive backup of your QuickBooks Online data. These tools often provide options to sync data periodically and store it on your desktop or other storage locations. Remember, while these methods provide a local copy, they don't replace the automatic backups provided by QuickBooks Online. Always keep your login credentials secure and ensure you're regularly logging in to QuickBooks Online to access the most up-to-date information.

Backup to QuickBooks Desktop or Windows Desktop?

Backing up to QBDT: Most QuickBooks users are aware that you can back up QuickBooks Online to your desktop, but many are not familiar with the process. Backing up QuickBooks Online to your desktop is a straightforward task that can be done using built-in functionalities.

Backup to Windows Desktop: Yes, you can. The backup will be performed using free backup software.

QuickBooks Online Backup is as follows. Read on to learn how to back up QuickBooks Online to your desktop.

QuickBooks Online Backup with Integrated Feature

To export QuickBooks Online to Desktop:

Phrase 1: Download and install QuickBooks Desktop from this link.

Download QuickBooks Desktop

Open QuickBooks Desktop, click File, and select Close Company.

Note: If you don't have a QuickBooks Desktop license, please download the QuickBooks Desktop Restoration Tool.

Phrase 2: Sign in to a QuickBooks Online account and Download a Migration Tool

**Step 1.** Click to log in to the QuickBooks Online account using supported web browsers (Google Chrome, Firefox, Microsoft Edge, Safari, Opera, or Samsung Internet).

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< strong > Step 2. < /strong> Go to the URL - , and click < strong > Enter. < /strong>

Step 3. Go to the Export Overview window and select Get Started.

Step 4. Download the QuickBooks Desktop Migration Tool by clicking Download Tool.

Step 5. After downloading the software, open and install it, then choose Next.

Step 6. Review the terms and select Next.

Step 7. Choose Complete and then Next.

Step 8. Select Install and wait for it to complete.

Phrase 3: Choose your data in QuickBooks Online for Export

Step 1. Open QuickBooks Online. Proceed to the Prepare to export window and click Continue.

Step 2. Choose the data you want to export, then select Continue.

Step 3. Choose Learn about the limitations of converting data for QuickBooks, then select Continue.

Step 4. Enter your name and the email address you want to use for migration confirmation, then choose Continue.

Step 5. On the email confirmation window, choose Close. Wait for the email confirmation to complete.

Step 6. Return to the export screen in QBO. Repeat Step 2 and click on Get Started.

Step 7. On the Prepare to export screen, select Continue.

Step 8. On the next page, select Continue.

Step 9. On the Exporting from QuickBooks Online screen, select Continue to Download.

Step 11. Go to QuickBooks Desktop, and verify that you are on the No Company Open status.

Phrase 4: Initiate the QuickBooks Migration Tool

Step 1. Open the app, enter the file path, and select Import.

Step 2. Choose location and name.

Step 3. Check the QuickBooks - Application Certificate. If you want to change read/modify rights, click to modify. Then choose to Continue and Done.

Step 4. When the import is complete, select Done.

Now you can check the imported file.

"Video Guide by QuickBooks - How to Export QuickBooks Online to QuickBooks Desktop"

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• This video tutorial demonstrates how to export your data from QuickBooks Online to QuickBooks Desktop.
2.
• Begin at 0:14.

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If your export function isn't working, you can contact the QuickBooks Care Team for assistance in converting QBO to QBOT.

Step 1. Open the QuickBooks Desktop application.

Step 2. Choose Help and then click QuickBooks Desktop Help.

Step 3. On the "Have a Question" window, select Contact Us.

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Step 5. Enter your message and select Submit.

How to Backup QuickBooks Desktop to Flash Drive [QuickBooks Guides]

This article explains two methods for backing up QuickBooks Desktop to a flash drive. One method utilizes the backup utility within QuickBooks Desktop, while the other employs professional data backup software. Let's delve into the details.

How to Backup QuickBooks Online to Desktop with Free Backup Software If you want to create a backup of your QuickBooks Online data on your desktop using free backup software, follow these steps: 1. **Choose a Backup Tool**: First, select a reliable and compatible free backup software. One popular option is Google Drive (which offers 15 GB of free storage). You can also use other cloud storage services like Dropbox, OneDrive, or Sync.com. 2. **Create a Google Account (if needed)**: If you don't have a Google account, sign up for one at . This will provide you with access to Google Drive. 3. **Download Google Drive**: Install the Google Drive desktop application from the official website at . Follow the on-screen instructions to set it up. 4. **Connect QuickBooks Online to Google Drive**: - Sign in to your QuickBooks Online account. - Go to the "File" menu, then choose "Export," and finally "Export Company File." - In the export options, select "Google Drive" as your destination. - Authorize QuickBooks to connect to your Google Drive account if prompted. 5. **Backup Process**: - Choose the file(s) you want to backup (usually the .qbo or .qbw file). - Confirm the destination folder in your Google Drive. - Click "Export" to start the backup process. 6. **Sync with Desktop**: The Google Drive desktop app will automatically sync the backed-up files to your computer. Ensure that the app is running and connected to the internet. 7. **Manual Backup Option**: If your chosen backup software doesn't have direct integration with QuickBooks Online, you can export your company file to your local computer first, then use the backup software to upload it to your preferred cloud storage. Remember to regularly update your backups and keep your login credentials secure. Although this method uses a free service, consider investing in a more robust backup solution for critical business data.

An automatic backup method, such as using the tool Todo Backup Free, enables you to back up QuickBooks to your Windows Desktop. It also offers comprehensive backup options for files, disks, partitions, Outlook, and system backup.

This Windows clone software can also assist you in cloning your hard drive to an SSD whenever the need arises.

Step 1. Click Select backup contents to begin the backup.

Create File Backup Step1

Step 2. There are four data backup categories: File, Disk, OS, and Mail.

Step 3. On the left-hand side, you'll see a list of local and network files. Select the files to be backed up by expanding the directory.

Step 4. Follow the on-screen instructions and choose the location where you want to save the backup.

Under Backup Options, click Options to encrypt the backup with a password, set the backup schedule, and decide whether to initiate the backup at a specific event in Backup Scheme. A range of customizable features are available for you to explore, allowing you to customize the backup process according to your unique needs.

Step 5. Backups can be stored on a local disk, in the tool's cloud service, or on a network-attached storage (NAS) device.

Step 6. Todo Backup lets users back up data to a third-party cloud drive or the company's own cloud storage.

If you want to back up your data to a third-party cloud drive, choose Local Drive, scroll down to add Cloud Device, and enter your account information.

You can also use the tool's built-in cloud storage service. Click Tool Cloud, create an account with your Tool Account, and then log in.

Step 7. To initiate a backup, select Backup Now. When the backup process is successfully completed, it will appear as a card on the left-hand panel. To manage the backup job in more detail, right-click on it.

Bonus Tip: Converting QuickBooks Desktop to Online If you're currently using QuickBooks Desktop and considering a transition to the online version, here's a brief guide on how to do it: 1. **Backup Your Data**: Start by creating a backup of your QuickBooks Desktop company file. This is crucial in case anything goes wrong during the conversion process. 2. **Ensure Compatibility**: Check if your current QuickBooks Desktop version is compatible with the online version. Some features may not be available or may require adjustments. 3. **Sign Up for QuickBooks Online**: Create an account or log in to your existing QuickBooks Online account. Choose the plan that best suits your business needs. 4. **Start the Conversion Process**: In QuickBooks Desktop, go to the "File" menu, then select "Convert to QuickBooks Online." Follow the on-screen instructions. 5. **Map Accounts and Lists**: During the conversion, you'll need to map your desktop accounts and lists to their corresponding online versions. This ensures data consistency. 6. **Review and Sync Data**: Once the conversion is complete, review your data in QuickBooks Online to ensure everything has transferred correctly. You might need to sync transactions manually. 7. **Migrate Plugins and Add-Ons**: If you use any third-party apps or plugins, check their compatibility with QuickBooks Online and migrate them accordingly. 8. **Train Your Team**: Familiarize your team with the new interface and any differences between the desktop and online versions. Remember, converting to QuickBooks Online may take some time, and it's always a good idea to consult with a QuickBooks expert or Intuit support for assistance.

Go to the File tab, click Back Up Company, then select Create Local Backup.

< strong > Step 2. < /strong > Export your Company file.

Click the Company tab, then choose Export Your Company File to QuickBooks Online.

Step 3. Click Move now. If you have a QBO account, click "Yes, sign me in." Enter your email and password, then click Sign In.

Confirm your identity.

Step 4. Select the data you want to import. Wait for a while until it's finished.

Frequently Asked Questions about QuickBooks Backup File

1. Can I backup data from QuickBooks Online?

Yes, you can back up data from QuickBooks Online. However, the method to do so may differ based on your QuickBooks Online subscription plan. For instance, the Self-Employed plan doesn't offer the option to export data, whereas the Accountant's plan does. If you're using the Plus plan, you can only export data for a restricted number of transactions.

2. How much does it cost to back up QuickBooks online?

QuickBooks Online Backup is a cloud-based backup service designed for users of QuickBooks Online. It costs $4.95 per month for the company plan.