Cross-company restore in QuickBooks Online: What to expect and how SysCloud handles it

SysCloud’s cross-company restore feature allows you to restore backed-up data from one QuickBooks Online company to another. Whether you're restoring the entire company, just specific records, or selected list items, it’s important to understand what SysCloud does behind the scenes and why. 

This article explains the restore process for each type of data and outlines important limitations so you can plan your restore effectively.

Best practices for cross-company restore

Before initiating any restore, we strongly recommend: 

• Always restore to a new or clean QuickBooks Online company 
  This helps prevent naming conflicts, duplicate entries, and inflated balances caused by overlapping data. 

• Understand that restores cannot be undone 
  Once a cross-company restore begins, it cannot be rolled back. Be sure of the destination company and your restore selections. 

• Review all limitations and restore logic before starting 
  Understanding how SysCloud handles each object type ensures that you choose the right strategy—especially for overwriting vs. suffixing and handling restricted fields. 

• Initiate restore within the same QuickBooks Online plan 
  Since each QuickBooks Online plan supports only a limited set of objects and features, restoring from one plan type (e.g., Advanced) to another (e.g., Simple Start) may result in restore failures due to unsupported objects. 
  To ensure compatibility, we recommend performing cross-company restores between companies that are on the same QuickBooks Online subscription plan.
   
  Cross-company restore at the company level

This restore option brings over everything backed up from your original QuickBooks Online company: 

• Transactions – Invoices, bills, journal entries, payments, and more 

• Lists – Customers, vendors, accounts, items, etc. 

• Attachables – Files and documents associated with supported objects 

This is the most complete restore mode and replicates the structure and content of one company into another.