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November 2, 2023
Question

When I am finished working for the day, is there somewhere I should save my work so as not to lose what I have done???

  • November 2, 2023
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When I am finished working for the day, is there somewhere I should save my work so as not to lose what I have done???

1 reply

November 3, 2023

Hello! Saving your data in QuickBooks Online is a good thing, Kimrey. I'm here to provide information on how QuickBooks handles your data.
 

QuickBooks Online (QBO) automatically saves your work in the cloud as you record transactions. Thus, you don't need to manually save your work every time you finish working for the day. Just make sure you click the Save buttons when tracking data in your books to save them successfully.

 

If you're using QuickBooks Online Advanced, you can create a backup copy. Here's an article for the detailed steps: Back up and restore your QuickBooks Online Advanced Company.

 

However, if you're not using a QBO Advanced and want to create a regular backup copy, you can export your data from QBO and save it locally or use a third-party backup service that integrates with QBO. The export process depends on what data you want to get from your books. Thus, I recommend checking these articles:
 

 

Aside from clicking the Save buttons, you can press Alt + S to save work. You can also check this article to find out the other keyboard shortcuts you can use to speed up navigation: Keyboard shortcuts for QuickBooks Online.

 

If you have questions about storing your data in the program, please let me know by commenting below. It's my priority to help and provide correct information whenever you need it.