Question

QuickBooks Online local back-up

Forum|Forum|4 years ago
September 8, 2021
8 replies
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I am using QBO Advanced and have completed several online backups with no issue. I now want to do a local backup and that seems to fail. I am an admin, I linked my google account, scheduled a local backup, 'next run' filled in correctly but later in the day, both 'last run' and 'next run' were empty implying no backup. If the backup did execute where would it place the csv file on my google drive? What am I missing, insights appreciated?

QuickBooks Online

Kristine Mae

Let me share what I know about creating a backup, Norstar.

Did you convert or migrate your company file from QuickBooks Desktop to QuickBooks Online Advanced? It can be the reason why you're unable to create a backup copy. Some transferred data isn't readable in QuickBooks Online. It means that the Online Backup and Restore feature won't save it.

However, if you encounter any error message when backing up, click the Contact us link in the app. We'll work together to fix the error.

You can also check this article for more information: Make a copy of your QuickBooks Online Advanced company (formerly ChronoBooks).

Feel free to get back to this thread if you have additional questions. We're available 24/7 to assist you. Take care!

N

norstarAuthor

Thank you so much for the prompt response.

This Company was created new in QBO, not an import. I see a folder in my Google Drive called ChronoBooks and it has one backup stored from June 26th so it was not this backup.

When I schedule a local backup it seems fine and as I mentioned it records 'next run'. After the next run time is passed that field is empty and I have no errors or any indication that it worked.

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norstarAuthor

To be clear I did not select Copy rather 'Local Backup' not sure if that impacts your feedback but want to be clear on my goal to output csv files.

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Mo BETTA

Duplicate Response Removed

M

Mo BETTA

Duplicate Response Removed

M

Mo BETTA

So here is what I did to RESOLVE this situation currently (1/22/2022)
My original mission was to backup the company file on QuickBooks Online Account "A" and restore it to a new company file on QuickBooks Online Account "B".

After 2 days and about 8 hrs on the phone, I was told that a supervisor would be calling me back due to the DropBox and GMail Local backup not working and having disappearing times like @norstar and others in this thread. QuickBooks Support even told me that the backup would show up after 24hrs max, but that still has NOT happened.

I took the advice of @Fiat Lux - ASIA and went over to Rewind - https://app.rewind.com/users/sign_in and signed up for a 7-Day Trial. From there I added both QuickBooks Online Accounts to my Rewind Account (making sure that the company names were not exactly the same between the 2 QBO Accounts).
Rewind has a COPY function that will cost you $29 to copy data from 1 company file to another.
After the copy function is complete, Rewind will send you an email to alert you to any errors that may have happened during the copy operation.

My only errors were that the new company file named the Undeposited Funds account as 'Payments to deposit' instead of 'Undeposited Funds' (like all other QuickBooks installations have had that I'm familiar with). I had to enter 3 transactions manually that were listed in a CSV file provided by Rewind of the transactions that could not be copied.

Hope this helps anybody else that needs to get things working right now.
Intuit is definitely NOT intuitive .... LOL

Fiat Lux - ASIA

@Mo BETTA

So you were using the trial version of the Copy tool to resolve your issue?

https://rewindio.grsm.io/copy

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Mo BETTA

@Fiat Lux - ASIA

Yes, I used the Trial Version (which would normally cost $21/month for 2 connected QBOnline Accounts), but the copy option still required a $29 payment.

You'll want to run thru the Rewind checklist before doing a copy (but only if you have made lots of customizations to your company file.

The first time I teied the copy function, it alerted me to some settings I needed to change on the new account to match the old account (there was no charge since it alerted me to the settings necessary and the copy function did not yet start).....that was "nice" of rewind to do from a customer service perspective.

$29 is not free, but this whole account change over project has been 2 months in the making, and $29 was worth it to progress to a point where I can start using the new QBOnline Account.

Long story short, thiis was a changeover of a treasury/bookkeeping position within a PTA for a school. Never should have been this hard.

T

TreasurerSSMC

Shocked! Shocked, I am! Intuit releases, and hypes, a feature for QuickBooks Online which not only doesn't work as advertised -- or work at all, apparently -- and also provides no error messages to indicate what's gone wrong?

How could this have happened with a shipping product? How could this have escaped being caught during testing?

Oh. Wait.

This is Intuit. They don't believe in testing. And they -- based on empirical evidence -- don't know how to program, either.

FYI, in case you haven't noticed, I'm suffering from the same problem.

Off to Rewind! Who appear to know what they're doing.

C

Chau

I had similar problem. My Google Drive was low on space. I purchased more storage space and it worked.

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user67831

Can someone tell me if you can back up if you have the Simple Start program? If so, can someone tell me how to do it? I dont need to restore anything, we are changing CPA's and our new one would like to have a current back up copy..... any suggestions or ideas would be greatly appreciated.

Thanks!

C

ChristineJoieR

Let me sort things out for you, @user67831.

Creating a local back company for QuickBooks Online simple start isn't possible in this version since this feature is only available in QuickBooks Online Advanced.

What we can do is export your data to an Excel file and save it on your local drive, then utilize a third-party application to access your file in QuickBooks Online.

Here's how to Export the data:

Select the Settings ⚙ icon from the toolbar.
Under Tools, select Export Data.
On the Reports tab, set the date range.
Add or remove items from the Reports and Lists tabs by toggling the slider.
Select Export to Excel.

Please visit this article to see the list of files that we can export out from QuickBooks Online: Export list and other data.

Furthermore, QuickBooks Online is a cloud-based accounting software it automatically saves your data from within, and you can still open them anytime, anywhere.

You may also visit this page for the available apps that can integrate and manages your files in QuickBooks Online: QuickBooks Apps Store. You can find it in the Search bar or navigate in the Categories section.

I'm delighted to help you today. Ping me in the thread if you still need assistance. Take care.

9130 3513 2280 0416

Any update on this? Still cannot find a backup file within Google Drive

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GilbertFox33

Hi,

This is quite a common problem. I would recommend you take a look at Skyvia. They allow automating loading data from QuickBooks to any file storage of FTP/SFTP of your choice on a regular basis. I use this tool regularly for backup up purposes. You can read more about it here.

Hope it will be useful

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