How To Restore and Backup Your QuickBooks Online Advanced Company (Previously ChronoBooks)




Here we will discuss how to learn how to restore and backup your Quickbooks Online Advanced company data at particular limits in time. 

QuickBooks Online Advanced users can easily save the various online backups files of the accounting data with the help of external applications. All the Backup files are saved on your chart of accounts. It also provides you the ability to set up automatic backup, one-time manual backup, and also allows you to save local copies to Dropbox or Google Drive. And you can also decide which backup you need to restore so that you can periodically go back to where you require to be there.

Before proceeding further, you need to know which data gets backed up and which data not. Let’s have a little discussion on it.

What data gets backed up

The online backup and restore feature supports everything associated with chart of accounts. It covers the following:

  • Transaction data: It contains Invoices, Estimates, Sales receipts, Payments, Deposits, Bills and bill payments, Credit memos, Vendor credits, Journal entries, Purchases and purchase orders, Refund receipts, Time activities, Transfers, etc.
  • List data: It covers Accounts, Budget, Classe, Currencies, Customers, Departments, Employees (except their SSN), Items, Journal codes (France only), Payment methods, Tax agencies, Tax codes and tax rates, Terms, Vendors (except the Tax ID field), etc.
  • Other data: It involves Attachments, Company info, Entitlements, Exchange rates, Preferences, etc

What data gets does not back up

Some data can’t be backed up. Since they are non-posting, they won’t affect your accounts. Your backups won’t include:

Some data does not back up by using online backup and restore features. Because they are non-posting, they will not change your accounts. Your backup will not include for following:

  • QuickBooks Online Payments information
  • Customer types and price rules
  • Late credits and charges ( related invoice are backed up)
  • Recurring activities
  • Bank feeds and their links to transactions, bank rules, and
  • Reconciliation reports (reports only, your reconciliations get backed up)
  • Account-based billable rates
  • Item-based billable expenses with markup
  • Custom reports
  • Custom form templates
  • Audit log entries

Steps to Restore and Backup Your QuickBooks Online Advanced Company

backup your QuickBooks Online Advanced company

Step1: Turn on the Online Backup and Restore feature

The online backup and restore feature is an external app that you have to connect manually. You must connect your company with this application before creating a backup.

  • First, log in to your QuickBooks Online Advanced company which require to back up. Note: To perform these steps, you need to log in with admin credentials to connect and back up your company.
  • After login, Go to Apps and choose My Apps.
  • Now, go to the Action ▼ dropdown and click on Launch.
  • Click on Companies under the menu.
  • Choose Add a Company or Connect to QuickBooks.
  • Now here, pick the company you need to connect and go with all the onscreen instructions and click on Authorize to connect.

Step 2: Back up your accounting data

Here, you will get three backup options: continuous online backups, do a one-time manual online backup and save a local backup to DropBox or Google. Now here we discuss all backup one by one in detail.

Set up continuous backups:

The Online Backup and Restore feature automatically backups all the changes that you made 5-10 min after creating them. It also automatically run daily scheduled backups. Follow these to set up continuous backups:

  • First, log in to Online Backup and Restore app.
  • Choose Companies from the menu list.
  • Click on Enable Backup.

Steps to turn off backups:

Note: If you are still using ChronoBooks and then we advised you to not use QuickBooks Online Advanced because turning off backups will terminate your subscription to the service. Maybe you will not be able to sign up again.

  • First, you need to sign in to your Online Backup and Restore app.
  • Click on Companies from the menu bar.
  • Choose the ⚙ icon for the company you desire to stop backing up.
  • Click on Disable backup.

Steps to do a one-time manual backup

The main benefit of this backup is you can do manual backup anytime even if you are working in the middle of an important project and don’t want to wait for a backup.

  • First, you need to sign in to your Online Backup and Restore app.
  • Click on Backup from the menu bar.
  • Now, click on New Manual Backup.
  • Choose Incremental, Full, or Complete from the Backup Type dropdown ▼ list.

Incremental saves only change that you did till the last backup. Full backup stores all the data on your chart of accounts. Complete backup stores everything, also your company data.

How To Save a backup to DropBox or Google

You also have the option to save your backups to cloud storage apps like DropBox or Google Drive. Follow these steps to do this:

  • First, you need to sign in to your Online Backup and Restore app
  • Go to the menu bar, Choose Local Backup
  • Click on the Link a Service.
  • Choose Link Google Drive or Link DropBox.
  • Go with the given steps from Google or DropBox to enable QuickBooks to create the backups.

Steps to save a backup to DropBox or Google:

  • First, you need to sign in to your Online Backup and Restore app
  • Go to the menu bar, Choose Restore
  • Click on New Restore.
  • Now look for the Company dropdown▼, and choose the company you need to overwrite and restore your accounting data to Google drive or Dropbox
  • Later, under the Restore to dropdown ▼, Click on the particular time and date you desire to restore. You are able to restore as far back as your first backup.
  • Click on Create Restore, when you are completed the above steps, after click on  Restore to confirm.

This process will take normally around 5 – 10 minutes to restore all your data into drive. But also it depends on the quantity of data you have, If you have a large amount of data, then it may take time in hours.

Hope, After reading this article you will understand how to Restore and Backup Your QuickBooks Online Advanced Company data. But if still have any query or facing any issue while migrating data, then feel free to contact us to our QuickBooks support team by dialling our toll-free phone number +1-855-441-4417 and get instant help for your problem with our Intuit Certified ProAdvisor.

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