QuickBooks Online Backup Video Overview
Installing QuickBooks Online Backup is easy. Just visit our Online Backup page and click the “Get Free Online Backup for QuickBooks.
Choose the Trial or Free option and fill out the form. Upon submission, you’ll be provided with account information and a download link:
Save the page or copy the account information someplace safe, then choose your operating system and click the download file. When you run the installer, it will need all the account information you copied earlier.
Once QuickBooks Online Backup is installed, it’s a simple matter to mark any QuickBooks file to be automatically backed up. Just right click on the file and select CPASiteSolutions Remote Backup.
- To backup a file immediately, select Backup Remotely Now.
- Mark For Backup will mark a message to be backed up on one of five schedules, Critical, High, Medium, Low or Never.
- Each schedule can be managed under Manage Scans:
The Edit… button opens the settings for your selected level:
Start Time determines when the backup process will begin
Run task every: sets the daily recurrence of the backup
Repeat task every: For more frequent backups, check this box and select an hourly schedule.
- By clicking Advanced Settings you can adjust the existing settings for a file.
You can retrieve backed up information right through your computer’s “My Computer” option. You’ll see a CPASiteSolutions Remote Backup option there. That’s a quick login to your stored documents.