How to set up QuickBooks Online backup

Note: Only the primary owner can set up a QuickBooks Online backup with SysCloud.

For customers who onboarded after 12/13/2024  | For customers who onboarded before 12/13/2024

Follow the steps below to create and start a backup job for QuickBooks Online:    

Step 1: Log in to the SysCloud backup application using your admin credentials.   

Note: If this is your first backup job (after clicking “create backup job” on the final setup page), directly navigate to step 3.   

Step 2: Navigate to “Jobs” on the top menu and click on “Create a new backup job.”  

Step 3: Name the backup job and give a description (optional). Click on “Next.”  

Step 4: To connect your QuickBooks Online account to SysCloud, navigate to “QuickBooks Online ” and click “Connect.”   

To know how to connect your QuickBooks Online account to SysCloud, read this article.  

Step 5: To define the scope of the backup job, select “QuickBooks Online” from the clouds list, and click on “Select” under Scope.  

Step 6: Select the companies you want to back up. You can also view what company objects are being backed up. 

Step 7: Next, click on “Select apps and retention” to define the retention period for your backup job.  If you want the items retained only for a certain period of time, uncheck the box under “Retention period” and specify the number of days, months or years for which you want the items retained. Click on “Next.”  

 Step 8: In the next step, you can select add-ons. Configure add-on settings by clicking on “Configure” under “Settings.”  

Step 9: Finally, click “Start backup” to back up your selected scope. 

Follow the steps below to create and start a backup job for QuickBooks Online:  

Step 1: Log in to your SysCloud account.

Step 2: Click "Jobs" from the top menu bar.

Step 3: Enter a job name and a description (optional). Click "Next".

Step 4: Click the "Connect" option beside QuickBooks Online from the Clouds list. 

Step 5: Click "Connect and add QBO Companies".

Step 6: Sign In to Intuit to authenticate.

Step 8: Select the checkbox next to the QuickBooks Online company you want to backup. Click "Confirm".

Step 9: Click "Start backup".