How to Backup QuickBooks Online Data with Rewind – Adding a New QuickBooks File

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Rewind is an app that lets you easily backup your QuickBooks Online data.

This is the first in a series of tutorials where I’ll be showing you how to use Rewind.

In this tutorial, you’ll see the user interface and I’ll walk you through the process of adding a QuickBooks company file.

Quick Instructions for adding a QuickBooks Online company file to Rewind:

  1. Click the account name in the upper right-hand corner
  2. Select Add Account
  3. Click the connect to QuickBooks option
  4. Select the company or firm whose QuickBooks file you want to connect
    1. If you’re connecting an Accountant account check off Install for your firm
  5. Select a client from the second dropdown
  6. Click the green Next button
  7. Verify you are connecting the correct account and click the green Connect button
  8. Pick the country where your files will be stored and click the purple Continue button
  9. Your account is now linked to Rewind. Wait for your first backup to complete

Rewind User Interface

In my example account, I’m currently backing up a single QuickBooks file. This is what the Rewind user interface looks like in my example.

If you have multiple files in Rewind you’ll use the dropdown in the upper right-hand corner to switch between them.

All Items list

When you log in Rewind shows you the “All Items” list for your selected file:

Rewind QuickBooks Online backup app user interface All Items list

This is a list of everything within that file that Rewind has backed up.

It shows what action was taken. When that item was changed and when the last update of that item occurred.

Advanced Restore

Rewind QuickBooks Online backup app user interface Advanced Restore tab

The Advanced Restore tab is where you go if you want to restore your entire QuickBooks file to a specific date and time.

It will:

  • Delete all items created since the selected date/time
  • Recreate all items deleted since the selected date/time
  • Update all items modified since the selected date/time

Copy

Rewind QuickBooks backup app user interface Copy tab

The Copy tab lets you make a copy of an entire QuickBooks file. It’s designed for bookkeepers to transfer company file data to new clients. It’s an additional cost of $29 per copy. 

Backup Email Confirmation

One thing that I really like about Rewind is that they send you a weekly summary email.

Here’s an example of a weekly backup summary I received from Rewind:

Rewind QuickBooks Online backup software weekly summary email example

The email shows the accounts that have been backed up and the date/time the backup occurred.

How to Add a QuickBooks Account to Rewind

To add a new QuickBooks Online account to Rewind click the account name in the upper right-hand corner. Then select Add Account.

Adding a QuickBooks Online account to the Rewind app

From the Link a new account pop-up select connect to QuickBooks.

Rewind app Link a new account pop-up

Rewind will open up the Intuit App Center. From here you’ll select the company or firm whose QuickBooks file you want to connect. 

Note: If you’re connecting a QuickBooks  Online Accountant account check off Install for your firm.

If you only have access to your QuickBooks you’ll only see your company in the dropdown.

If you do work with multiple companies/clients select the company and then the client from the second dropdown.

Then click the green Next button.

Connecting a QuickBooks Online file to the Rewind app

The next screen verifies which QuickBooks file you’re connecting. Click the green Connect button to continue.

Rewind verifying which QuickBooks account you're connecting

You then get to pick which country your data will be stored in. The United States or Canada. Pick one and click the purple Continue button.

Selecting which country your Rewind backup data gets stored in

You’ll get a notice that your account has been successfully linked. 

It will immediately start a backup and let you know with a pop-up in the right-hand corner.Rewind app Backup in progress notice

You now know how to link a QuickBooks Online file to Rewind. If you have any questions please ask them in the comments. Or click the green button below to schedule a free consultation.

☕ If you found this helpful you can say “thanks” by buying me a coffee…
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If you’d like to watch me walk through this process check out the video below:

 

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

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Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

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Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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