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Jody134Broad
Feb 12, 2024 12:50 PM UTC
Solved

Back up my files- save on my external drive

I would like  to create a back up of several years' QuickBooks Online activity, and save to my external hard drive (not Drop Box, Not Google Drive).  How do I do this?

SirielJeaBAnswer
Feb 12, 2024 1:43 PM UTC

I have the information you need regarding backing up your file in QuickBooks Online (QBO), Jody134Broad. I'd be pleased to help you out.

 

You can export reports, lists, and other data from QBO and easily download the data entered into your file to your local hard drive. Here's how: 

 

  1. Click the Gear icon, then select Export data.
  2. Set the date range on the Reports tab.
  3. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  4. Select Export to Excel.

 

You can also export non-posting information that's not included in Reports and Lists. For detailed guidance, read this reference: Export non-posting transactions and attachments.

 

Moreover, you'll want to consider looking for a third-party app to integrate with QBO and use it for backing up your files. To find one, visit this link: https://quickbooks.intuit.com/app/apps/home/.

 

Check out this article to learn what data you can bring to QuickBooks Online moving forward: Import data from other software into QuickBooks Online.

 

Should you have additional questions about managing your data within the program, kindly return to the Community space anytime. I'll be willing to lend a hand. Keep safe.

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2 replies

4Gal
Feb 12, 2024 1:10 PM UTC

You can convert your data to QB Desktop file and use the trial version to access your historical data for good.

SirielJeaBAnswer
Feb 12, 2024 1:43 PM UTC

I have the information you need regarding backing up your file in QuickBooks Online (QBO), Jody134Broad. I'd be pleased to help you out.

 

You can export reports, lists, and other data from QBO and easily download the data entered into your file to your local hard drive. Here's how: 

 

  1. Click the Gear icon, then select Export data.
  2. Set the date range on the Reports tab.
  3. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  4. Select Export to Excel.

 

You can also export non-posting information that's not included in Reports and Lists. For detailed guidance, read this reference: Export non-posting transactions and attachments.

 

Moreover, you'll want to consider looking for a third-party app to integrate with QBO and use it for backing up your files. To find one, visit this link: https://quickbooks.intuit.com/app/apps/home/.

 

Check out this article to learn what data you can bring to QuickBooks Online moving forward: Import data from other software into QuickBooks Online.

 

Should you have additional questions about managing your data within the program, kindly return to the Community space anytime. I'll be willing to lend a hand. Keep safe.

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