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gngartisans
July 27, 2024
Question

I messed up and would like to backup to my QuickBooks file prior to July 26th, 2024. Essentially losing all of the work on Friday. I believe this is possible but how?

  • July 27, 2024
  • 1 reply
  • 0 views
Not sure what more details are needed, we were working through reconciling, and we feel being so far out of balance the best thing to do is backup.  I hear this is possible, but I cannot seem to find how?

    1 reply

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    IrizA
    July 27, 2024

    Creating a backup file is essential before taking another action to fix the reconciliation discrepancy, gngartisans. I can show you where to locate this and provide a fix for the discrepancies.

     

    In QuickBooks Online (QBO), the ability to create a backup file is exclusive to QBO Advanced. If you're not an Advanced user, you can consider upgrading your subscription to access this backup feature or export your data from QBO. Afterward, you can continue fixing the reconciliation discrepancy. 

     

    However, if you are an Advanced subscriber, kindly follow these steps:

     

    1. Go to the Gear icon located in the upper right corner.
    2. From the Tools column, click the Backup company option.
    3. Find the name of your company file.
    4. Under the Action column, click the three vertical dots or the Ellipsis button.
    5. Click the Run backup.
    6. Press the Run manual backup option.
    7. You can choose either Incremental, Full, or Complete.
    8. Press Back up.
    9. You can click the See More Details or OK.

     

    Before dealing with the discrepancy, please prepare your bank statement so we can compare it with each transaction in the company file. Afterward, kindly review the opening, beginning, and ending balances, then follow this article for further steps:  Fix issues at the end of a reconciliation in QuickBooks Online.

     

    Also, I recommend contacting your accountant for more accurate reconciliation and providing a precise workaround for this complex issue.

     

    After successfully reconciling, you can view, print, or export a reconciliation report since QBO automatically generates this report for future reconciliation periods.

     

    We're still here to help if you have further questions about backup data or reconciliation discrepancies, gngartisans. Please feel free to let us know by clicking the Reply button.  

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    gngartisansAuthor
    July 29, 2024

    This resolution is worthless to my issue, I am not an advanced user, I am a plus user as this is what I was told would backup my data and would give me inventory tracking.  In my issue I have already caused the problem and simply would like to backup or restore back to July 25th.  Based on what I am reading this is not possible.  If this is correct then the idea that backups are stored to the cloud is also incorrect.

     

    If I can restore the company and all its data back to July 25th, it will only mean redoing a single day.  If not then I will do my best to work through the issue I have and continue with the current plan.

     

    Please advise, thank you for any help you can offer.

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    GlinetteC
    July 29, 2024

    I can see the importance of backing up your company file, gngartisans. I can offer a different option to make your accounting processes easier.

     

    Creating a backup of your data is available for the QuickBooks Advanced version. However, you can explore third-party applications that provide the functionality to perform these tasks.

     

    Here's how:

    1. Navigate to the Apps section.
    2. Select Find Apps.
    3. Enter "backup & restore" in the search bar.
    4. Once you locate the app, click Get App Now.

     

    In addition, you can export the data to an Excel file, such as inventory and transactions, which can be imported into QuickBooks Online (QBO).

     

    Ping me in the Community space by tagging my name if you have other inquiries about managing your data. I'm looking forward to assisting you again.

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