Pinterest

Backup and Restore Your QuickBooks Online Advanced Company

In this article, we will discuss how we can back up and restore our QuickBooks online advanced company data for […]

Voiced by Amazon Polly

In this article, we will discuss how we can back up and restore our QuickBooks online advanced company data for the specific time. Here we will guide you for the process along with the terms used in QuickBooks accounting software, along with the many more things. Let’s have a look at the article to understand the process.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

By using QuickBooks accounting software we can simply save the several online backups files of the data with the help of external applications. These files are saved at our chart of accounts. This also give us the facility to set a computerized backup, one-time manual backup, & also permit us to save regional copies to Dropbox/Google Drive. Also, we can decide which backup we need to restore so that we can regularly have a look at it.

Before moving further, we are required to know which data gets backed up and which data not. Let’s do a small conversation around it.

What Data Gets Backed up

The online restore and backup function supports everything associated along with chart of accounts. It consists the following:

Let’s firstly talk about Transaction Data: It consists 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.

Secondly here let’s discuss List Data: It involves Accounts, Budget, Class, Currencies, Customers, Departments, Employees (except their SSN), Items, Journal codes (France only), Payment methods, Tax agencies, Tax codes and tax rates, Terms, Seller, etc.

And lastly let’s talk about Other Data: It covers Attachments, Company info, Entitlements, Exchange rates, Preferences, etc

What Data Gets does not Back up

Here we need to know that we cannot back up some data. However, as they are non posting data it will not have any impact o the account. The backups will not include the below:

Here are some below- mentioned points related to the data which cannot be backup by using the backup and restore function. As, it is non-posting items, it will not have any impact on the accounts. The backup will not include the following:

  • QuickBooks Online Payment’s information
  • Customer types and price rules
  • Delayed credits and charges
  • Recurring activities
  • Reconciliation reports
  • Account-based billable rates
  • Item-based billable expenses with markup
  • Custom reports
  • Custom form templates
  • Audit log entries

Backup and Restore Your QuickBooks Online Advanced Company

Here are few steps mentioned which will assist us to Back up & Restore the QuickBooks Online Advanced Company

Turn On The Online Backup And Restore Feature

The online backup & restore feature is an external app that you have to connect manually. One must connect the company with the application prior to create the backup.

  • Firstly, you are required to login into the QuickBooks Online software which require back up. Here is a point that to perform these steps, we need to log in with admin credentials to connect and back up the company.
  • Once the login is done, we need to go to Apps & choose My Apps.
  • After that, go to the Action
  • Dropdown & click on Launch.
  • Now click on the Companies option under the menu.
  • Select Add a Company or Connect to QuickBooks.
  • Here, now we are required to pick the company we need to connect & go with all the onscreen instructions & click on Authorize to connect.

Note: To proceed you have to sign in to your Intuit account and then select Authorize.

Turn off Automatic Backup

In case you don’t need to backup your company, then by following the below steps you can turn it off.

  • Start by going to the setting option and have to select Backup company
  • But one thing that you have to remember is to sign in with Intuit and select Authorize to proceed
  • To turn off search the company with the automatic backup
  • From the dropdown menu, you have to select the Action and then click Disable backup

Back Up Your Accounting Data

In this step, here we will get 3 options for backup options, continuous online backups, do a one-time manual online backup & save a local backup to Drop box or Google. Now here we will have a look on all backups step by step in detail.

Set Up Continuous Backups:

The Online Restore and Backup function naturally backups of all the substitute that one did within few minutes of creating them. It also naturally run daily scheduled backups. We are required to follow these to set up continuous backups:

  • In first step, log in to Online Backup and Restore app.
  • Select companies from the menu list.
  • Now just click on Enable Backup.

Manually Create a one-time Backup

The leading benefit of this backup is that even if you are operating an important project and working in middle then, you can do manual backup anytime.

  • In step one, you are required to sign in to the Online Backup and Restore app.
  • Now, click on Backup from the menu bar.
  • After that, just click on New Manual Backup.
  • Now select Incremental, Full, or Complete from the Backup Type dropdown list.

Save and Schedule your Backups to Google Drive or Dropbox

After linking your account, now you can save and schedule your backups to Google Drive or Dropbox. Below are the steps to set everything up.

Step 1: Connect your Dropbox or Google Drive account

  • First, you have to go to Settings and then you have to select Backup Company.
  • Then choose the Local backup menu and select Link a Service.
  • After this, choose the location where you want to save your backup.
  • Select Link Dropbox or Link Google Drive.
  • Then follow the steps to allow QuickBooks to create backups.

Step 2: Set How Frequent You Want to Backup

  • Firstly, go to the Local backup menu.
  • Then select the New Local Backup Schedule and ensure that you are in the correct company.
  • Set the time and date for the first scheduled backup to run.
  • Set the backups’ frequency.
  • Ensure that everything is correct, then you can choose to Create a Local Backup Schedule.

From a Backup Restore Your Data

From a specific date and time use the backup to restore your data. To restore a backup it may take up to an hour, but most probably it takes much less time than this. If the company is having less data then it will take less time to backup and faster it will go.

Always Remember: While the Online Back-up & Restore app is restoring your data, don’t do anything in your company. You’ll notice a checkmark in the status when it’s finished. When it happens, it’s okay to use your company again.

  • So you have to start by going to Settings.
  • Then select the Backup Company.
  • Always sign in with Intuit and then click Authorize to proceed.
  • After this, click on the Restore menu, and then select on New restore option.
  • Now in the dropdown menu of the company, you have to select the company that you want to overwrite and restore your accounting data to.
  • In the dropdown menu of the Restore to option, you have to select the date and time that you want to restore.
  • Recheck twice and be sure that everything is correct and then select Create Restore.
  • Lastly, enter the name of your company, and then select Restore

The above process will take few minutes to restore all your data into drive. However, it is also depends on the quantity of data you have, if the data quantity is high, and it may take several hours also.

We hope that this article has provided the knowledge about how to Restore and Backup the QuickBooks Online Advanced Company data.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How to Cancel my online Backup Subscription?

● Firstly sign in to the QuickBooks Online Advanced company that you want to backup as an admin.
● Then go to the settings and after that select on Back up Company.
● After this choose the Action menu that is next to the company that you want to stop backing up.
● Lastly, select Disable backup.

How to Transfer Data from one QuickBooks Online to Another?

● Firstly, log in to your old QuickBooks Online subscription.
● Then click the Gear icon that is at the top and then select Export data.
● After that toggle the data that you want to export to On.
● Then click the Export to Excel button.

What if Your QuickBooks is Not Backing Up?

The inability to obtain the storage device that typically stores the backup file is the error’s primary cause. Such an issue could also result from any type of damage to the company file. Another factor that could cause QuickBooks to freeze is the wrong backup path configuration.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top