QuickBooks Online Backup Replication

Topic

This article explains QuickBooks Online (QBO) backup replication in NinjaOne SaaS Backup.

Environment

NinjaOne SaaS Backup

Description

Replication is the process of copying data (in this case, QuickBooks Online (QBO)) from the source into a destination at a point in time. The benefit of replication is that it allows users to have duplicate data on Intuit's side, with their backed-up data in the portal. Currently, QBO replication is only available at a company level. 

Prerequisites

You must complete the steps below before starting the replication. 

Create a Blank Company

1. If you create a blank QBO company in the production environment, you only need to follow step 1. Otherwise, to create a blank QBO company in the sandbox environment, you need to follow all steps from (1) to (5), then continue to finish all setups.
2. Log in to Intuit QBO using the email address that is your replication destination. 
3. Navigate to the Manage Sandbox Company page at this URL: https://developer.intuit.com/app/developer/sandbox 
4. Click + Add a sandbox company button. 
5. Once you've created a new company, click the Select action button, then Delete all data. 
6. Click Yes button on the confirmation dialog box.

Item Category Setup

1. Activate the item categories by accessing this URL: https://app.qbo.intuit.com/app/companyselection?locale=en-us 
2. Scroll down on the page, then click the Switch now button. 

Tax Setup 

1. Click the Taxes menu, then click the Use Automatic Sales Tax button. 

2. Input your business address, then click the Next button. 

3. Select No, then click the Next button. 

Account and Settings

Click the Gear icon on the top right, then click the Account and Settings button. 

Account and Settings - Company 

On the company tab, ensure the company name shown is the same as the company name when it was created. 

Account and Settings - Sales

On the sales tab, turn on Shipping, then click the Save button. 

Account and Settings - Advanced

1. On the advanced tab, turn on Track classes, Track locations, select Department, then click the Save button. 
2. Next, turn on Multicurrency, check the confirmation box, then click the Save button. 
3. Finally, turn off the duplicate check number, then click the Save button. 

Replicate QBO Company

Once you've set up a blank company, you can use the replicate feature by following these instructions: 

1. Navigate to the dashboard.
2. Select the QBO company you want to replicate, move your cursor over the listing, then click Replicate. 
3. Complete the replication form, then click Next.
4. Enter notes, then in the confirmation dialog box, click Replicate.
5. Enter "I UNDERSTAND" in the box, then click Replicate to finish the process. 
6. To monitor the replication progress, navigate to the System Status page. The results will be listed under the Replicate tab. NinjaOne SaaS backup will notify you by email whether replication is finished, partially completed, paused, or failed.