How to set up QuickBooks Online backup

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 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 connect a QuickBooks Online company to SysCloud please 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, 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.

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.”

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.

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 "Add company".

Step 6: Sign In to Intuit to authenticate.

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

Step 8: Click "Start backup".

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