QuickBooks Backup FAQs

If you have any questions that aren't covered here, please give us a call on 0161 850 2471

What is included within the QuickBooks Backup?

With QuickBooks Backup the following ‘entities’ (but not limited to) are backed up:

• Tax codes
• Company info/name
• Classes
• Company CurrencyJournal Codes
• Account
• Term
• Payment method
• Customer
• Employees
• Vendors
• Departments
• Item (Inventory)
• Preferences
  

Transactions are also backed up which include: Tax payments, Time Activity, Credit Card Payments, Journal Entry, Transfers, purchases, Purchase Orders, Refund Receipts, Estimates, Invoices, Vendor Credit, Credit Memo, Sales Order, Sales Receipts, Payments, Bills, Bill Payments, deposits, and budgets.

How does the setup and restore process work?

The setup can be done by us, you or the client. We will give you access to your own Control Panel to manage your clients and your client will also have their own Control Panel. To setup the backup, the Control Panel simply links directly to their QuickBooks account via an admin login which just needs authorising. The first backup will then run.

For restores, there will be a list of each daily backup in the Control Panel from the day the service started. Simply select which you need and click 'recover'. This will download the data in .json format and from here you will be able to manipulate the data and upload it back into QuickBooks or a Sandbox Environment.

A full restore process document is available and Channel Host can support you and your client with this.

Do QuickBooks recommend using a third-party backup solution?

Intuit state in their T&Cs (6.1.1) that:

"You are responsible for any lost or unrecoverable Content. You must provide all required and appropriate warnings, information, and disclosures. Intuit is not responsible for any of your content that you submit through the Services."

Do I have to pay for every QuickBooks login my client has?

QuickBooks Backup is billed per organisation, not per user or login.

So if your client has multiple logins for the same QuickBooks environment, they would just need to pay for a single organisation.

QuickBooks Backup is crucial to your client's Cyber Security Plan...

As Cyber Security specialists, we can offer your clients a Free Cyber Security Review.

All reviews are carried out by our Managing Director, Phil Donoghue (mug shot on the left!), who is a certified Cyber Essentials and Cyber Assure Assessor - he also lives and breathes cyber security!

Here's what's included with your client's Free Cyber Security Review...

• We can do the review 'as you': We appreciate that it's important for you to maintain your relationship with your client so we can conduct the review with your company hat on
• Cyber Risk Profile: A set of 10 questions that generates your client's 'Cyber Risk Score'
• Dark Web Report: A scan on your client's domain across the Dark Web and a full report of where their data exists on the Dark Web
• Educational Guides for their staff: Non-branded Guides such as 'How to spot a phishing email' and 'How to Secure your Data'
• Security Consult Call with Phil: Where Phil will get a better understanding of their business and answer and any concerns or questions they have
• A full report with recommendations: Based on our findings and their Risk Score, we will produce an easy to digest recommendations report to bolster their defences which will be sent to you (not them) for you to brand, send on and do what you like with. It's a perfect opporunity to upsell services that they need.