---
title: How to set up QuickBooks Online backup
description: Only a QuickBooks Online admin with authorization permissions can connect QuickBooks Online and set up a backup job in SysCloud.
---

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1. [Help Center](https://help.syscloud.com/?hsLang=en)
2. [QuickBooks Online](https://help.syscloud.com/quickbooks-online?hsLang=en)
3. [Setup QuickBooks Online backup](https://help.syscloud.com/quickbooks-online?hsLang=en#setup-quickbooks-online-backup)

# How to set up QuickBooks Online backup

Only a **QuickBooks Online admin with authorization permissions** can connect QuickBooks Online and set up a backup job in SysCloud.

**[For customers who onboarded after 12/13/2024](https://help.syscloud.com/how-to-set-up-quickbooks-online-backup#steps_for_after) * |***[**For customers who onboarded before 12/13/2024**](https://help.syscloud.com/how-to-set-up-quickbooks-online-backup#steps_for_before)

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

**Step 1:**[ Log in](https://app3.syscloud.com/) 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 new backup job.”

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

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-24-15-4701-AM.png?width=1878&height=942&name=image-png-Aug-19-2026-09-24-15-4701-AM.png)

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

To connect a QuickBooks Online company to SysCloud please [read this article.](https://help.syscloud.com/connect-quickbooks-online?hsLang=en)

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

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-25-17-3822-AM.png?width=1856&height=932&name=image-png-Aug-19-2026-09-25-17-3822-AM.png)

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

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-25-48-7763-AM.png?width=1868&height=943&name=image-png-Aug-19-2026-09-25-48-7763-AM.png)

 

A company can be included in one job only. It cannot be included in more than one job.

 

**Step 7:** Next, In **Step 4: Select apps**, click the edit icon under the **Apps** column for **QuickBooks Online**. Review the retention settings for the backup job.

The retention type for QuickBooks Online is set to **Item Level** by default and cannot be changed.

To retain the backed up items indefinitely, keep **Unlimited** selected under **Retention period**. To retain the items only for a specific duration, uncheck **Unlimited** and enter the required number of days, months, or years. Then, click **Next**.

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-26-30-9052-AM.png?width=1863&height=903&name=image-png-Aug-19-2026-09-26-30-9052-AM.png)

**Note:** By default, the retention period will be set as Unlimited.

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

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-27-17-5208-AM.png?width=1848&height=943&name=image-png-Aug-19-2026-09-27-17-5208-AM.png)

**Note:** For QuickBooks Online the following add-ons are applicable: Data Change Insights, eDiscovery and Security & Compliance.

**Step 9: **Finally, on the **Define action flows** step, you can optionally create action flows for the configured add-ons and click “Start backup” to back up your selected scope.

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-27-43-5838-AM.png?width=1841&height=942&name=image-png-Aug-19-2026-09-27-43-5838-AM.png)

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-24-4531-AM.png?width=1&height=1&name=undefined-Jul-06-2026-08-19-24-4531-AM.png)

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

**Step 1:**[ Log in](https://app3.syscloud.com/free-trial?page=login) 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".**

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-25-3108-AM.png?width=670&height=336&name=undefined-Jul-06-2026-08-19-25-3108-AM.png)

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

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-26-6070-AM.png?width=670&height=338&name=undefined-Jul-06-2026-08-19-26-6070-AM.png)

**Step 5:** Click **"Add company".**

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Aug-19-2026-09-31-45-4776-AM.png?width=1897&height=942&name=image-png-Aug-19-2026-09-31-45-4776-AM.png)

**Step 6:** Sign In to Intuit to authenticate.

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-36-7429-AM.png?width=670&height=849&name=undefined-Jul-06-2026-08-19-36-7429-AM.png)

**Step 7:** Select the checkbox next to the QuickBooks Online company you want to backup. Click **"Confirm".**

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-30-7071-AM.png?width=670&height=321&name=undefined-Jul-06-2026-08-19-30-7071-AM.png)

**Step 8:** Click **"Start backup".**

![](https://help.syscloud.com/hs-fs/hubfs/undefined-Jul-06-2026-08-19-36-4180-AM.png?width=670&height=336&name=undefined-Jul-06-2026-08-19-36-4180-AM.png)

You will get a confirmation that the Job has started successfully.

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