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Manually exporting data or using built-in backup features can be time-consuming and does not offer comprehensive protection against accidental deletion or data loss. What is the solution?
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QuickBooks Online has access to massive amounts of sensitive information related to your business. The application does not have a recycle bin and it is impossible to completely avoid human error or other data loss instances. However, there are a few ways that could help you recover deleted QBO data.
Recover from QuickBooks Online backup
Recover from exports
Recover from the SysCloud backup archives
To learn how to back up your QuickBooks Online company using QuickBook’s native back-up and restore tool, click here.
Step 1: Go to Settings ⚙.
Step 2: Select “Back up company”. Note: You might need to sign in with Intuit, and then select “Authorize” to proceed.
Step 3: Select the “Restore” menu, then select “New Restore”.
Step 4: In the “Company” dropdown menu, select the company you want to overwrite and restore accounting data to.
Step 5: In the “Restore to” dropdown menu, select the time and date you want to restore.
Step 6: Make sure everything is correct, then select “Create Restore”.
Step 7: Enter your company’s name, then select “Restore”.
Note: QuickBooks Online backup and restore tool cannot help you recover individual transactions, lists, or items. The native recovery tool can only roll back the company data to a different point-in-time.
To learn about the limitations of using the native backup tool, click here.
To learn how to export QuickBooks Online data, click here.
Step 1: Log in to your QuickBooks Online company.
Step 2: Go to Settings ⚙.
Step 3: Click “Import data”.
Step 4: Select the type of QuickBooks Online data that you want to import into the application.
Step 5: Browse your local device and select the file you want to import.
Step 6: Click “Next”.
Step 7: Map the fields in your file to fields in QuickBooks Online.
Step 8: Review your data and click “Import”.
SysCloud automatically backs up QuickBooks Online transactions and list data associated with multiple QBO companies and makes it possible to undo accidental deletions by allowing users to restore data anytime.
Step 1: Log in to your SysCloud account.
Step 2: Click “Archives> QuickBooks Online”.
Step 3: Select the company you want to restore the list to.
Step 4: Click “Transactions” from the navigation menu on top.
Step 5: Select the type of transaction you want to restore.
Step 6: Select the transaction you want to restore. You can select multiple transactions at once.
Step 7: Click “Restore” from the action bar on top.
Step 8: In the confirmation dialog box, select the checkbox beside “Overwrite item(s)?” to overwrite the existing transaction (if unselected, the item will be restored with a new ID). Select the checkbox next to “Restore associated attachable(s)” if you want the attachable(s) (if any) also to be restored. You can also add any comments in the “Add comment” section and this will be added to the restore report. Then, click the Restore button.
Caution: If you unselect the “Overwrite item(s)” option, the transactions will be duplicated on your QBO company. This could create discrepancies in your company’s financial statements.
Note: According to QuickBooks Online API, a list entry (such as a Vendor or Customer) corresponding to a transaction should exist when the transaction is being restored. If the list entry is deactivated or deleted, SysCloud will automatically recreate the list items and then restore the transaction.
Step 1: Log in to your SysCloud account.
Step 2: Click “Archives> QuickBooks Online”.
Step 3: Select the company you want to restore the list to.
Step 4: Click “Lists” from the Navigation menu bar on top.
Step 5: Select the type of list you want to restore.
Step 6: Click the checkbox next to the item you want to restore. You can choose multiple items to be restored.
Step 7: Click “Restore” from the Actions tab on top.
Step 8: In the confirmation dialog box, select the checkbox beside “Overwrite account(s)” to overwrite the selected item. If unselected, the item will be restored with a new ID. Select the checkbox beside “Restore sub-accounts if application” to restore the sub-accounts, if any. You can also add any comments that will be shown in the restore report. Click the Restore button.
Step 1: Log in to your SysCloud account.
Step 2: Click “Archives> QuickBooks Online”.
Step 3: Select the company you want to restore the list to.
Step 4: Click “Attachables” from the Navigation menu bar on top.
Step 5: Choose the attachable you want to restore by clicking the checkbox next to the file or note name. You can select multiple files/notes to be restored.
Step 6: Click “Restore” from the action tab on top.
Step 7: In the confirmation dialog box, select the checkbox next to “Overwrite attachables” if you want the attachable in your QuickBooks Online account to be overwritten. If you unselect the checkbox, the attachable(s) will be restored with new IDs. Select the checkbox next to “Restore associated transactions” to restore any transactions associated with the file/note to be restored. You can also add any comments in the “Add comment” section and they will be added to the restore report. Click the Restore button.
To learn more about what you can back up and restore with SysCloud, click here.
Click here to learn more about SysCloud backup for QuickBooks Online.
Can I restore a deleted QBO transaction?
QuickBooks Online does not have a recycle bin. This means any transaction, list, or item that gets deleted gets removed from the application permanently, unless you have a backup in place. Click here to learn more.
How can I undo a transaction in QBO?
There is no native undo option for the transactions made in QuickBooks Online. However, if you have a backup solution like SysCloud in place, you can easily view any point-in-time snapshot of the transaction and restore it to your QuickBooks Online account without any hassle.
Can I restore my QBO transaction to a previous date?
The QuickBooks Online backup and restore tool is available in the Advanced subscription. However, the native recovery tool can only roll back the company data to a different point-in-time. cannot help you recover individual transactions, lists, or items. For a comprehensive backup and restore solution for QuickBooks Online, check out SysCloud.
Does QuickBooks Online have backups?
The QuickBooks Online backup and restore tool is available exclusively for QuickBooks Online advanced users, at no additional cost. The backup and restore tool is not available for QuickBooks Online Simple Start, Essential, and Plus plans. To learn more about how you can backup your QuickBooks Online data, and implement a comprehensive data retention strategy, check out How to Backup QuickBooks Online Data.
How to recover a deleted transaction in QuickBooks Online
Click here to learn more.
Learn how to backup QuickBooks Online using native options as well as third-party cloud backup tools.
Learn moreLearn why it is critical for IT administrators to backup QuickBooks Online data.
Learn moreLearn how to export QuickBooks Online transactions and lists using native export options & third-party tools, and why it should not be used as a backup alternative.
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