QBO Backup Downloads

Mike Langford
Mike Langford
  • Updated

There are four options for downloading QBO data of various scopes: company, object, item, and detailed item. All download results are available in CSV format. We offer a formatted CSV file for the following objects that allows you to import the formatted CSV into QBO directly: 

  • Customers
  • Vendors
  • Chart of Accounts
  • Product and Services
  • Invoices 

Download QBO Company

  1. Go to the Dashboard page. 
  2. Hover over the company, then click the Download button. 
  3. Set the specific time, then click the Next button. 
  4. The system shows a confirmation pop-up with notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process. 
  5. Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button. 

Download QBO Object

  1. Go to the Dashboard page. 
  2. Select a QBO company. 
  3. Select one or multiple objects, then click the Download button. 
  4. Set the specific time, then click the Next button. 
  5. The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process. 
  6. Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button. 

Download QBO Item

  1. Go to the Dashboard page. 
  2. Select a QBO company. 
  3. Select an object. 
  4. Select one or multiple items, or find it by inputting the keyword in the search box, then click the Download button. 
  5. Set the specific time, then click the Next button. 
  6. The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process. 
  7. Go to the System Status page >> Download banner. Once the generated download link is ready, click the Download button. 

Download QBO Item Details

  1. Go to the Dashboard page. 
  2. Select a QBO company. 
  3. Select an object. 
  4. Select an item. 
  5. Please ensure the version you want to download is correct, then click the Download button. 
  6. The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process. 
  7. Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button.

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