QBO Needs a Downloadable Backup and Restore!
We just found out that Intuit does not keep backups of our accounting data online so that we could not restore our company to a previous point like we used to be able to do in the desktop version. We find this unacceptable and at this time we would not recommend QBO to anybody based on this major flaw.
These are only a few reasons why restoring to a previous point may be necessary:
1) Angry employee changes/deletes transactions maliciously before quitting
2) New bookkeeper decides to rename all the accounts to a system they like but that confuses the rest of the company and transactions are placed in wrong places
3) Employee decides to go through all transactions of a certain type and change them, then realizing it was a mistake after having spent days working on it
I've seen all of these myself over the years. How many other scenarios there are where you wish you had a backup to restore to?
We've been using QBO for a couple years and I have to say I always assumed there would be backups of my data like all good cloud services provide. I've spoken to several support reps about backing up my data and they tell me that Intuit is not responsible for my data and I would have to recreate all transactions if something happened to them. I've tried using the Export feature to create backups but it's cumbersome since it requires Internet Explorer. How is this not a feature already? With the desktop version we'd backup every few times we closed the company files. If you don't want to store the multiple backups, how about giving us a single click option to download a backup, plus a feature to restore to a backup from file? Or even better a way to simply roll back to a previous date.
QBO needs to implement a downloadable backup. The backups that Intuit makes and keeps are just for the sake of maintaining the current data. But there's no historical backup you can reference if you want to roll your file back to a previous version, e.g. after you made many significant changes and need to undo them. This is a major issue and might force us to leave the QBO product.
Sue Mays, CPA commented
This is really a critical issue for the integrity of the customer accounting systems. Given the rampant internet fraud and scandals, I think we have been very lucky to date that there have not been incidents or known incidents of fraud (either as suggested under the previous comment) or by malicious predators. Beyond that you have the poor customer whose husband logs in and tries to help, does not pay attention to the pop up window "this will delete the existing file" since he does not realize the file he is uploading is out of date, and uploads it anyway. This actually happened to me, and was a very disturbing issue. I am looking for other software at this point as a CPA, I feel it is my duty to make sure that my clients data is retreivable and backed up in a manner that would sustain against acts of fraud, or accidents. Seems to me a 30 day retrievable file for the overwritten data would be reasonable, and/or 2nd request by client's accountant (if invited to the file) required to overwrite exisiting data. In my perspective, the existing paramaters are too loose and invite error if not fraud. Thank you for this forum.
David Mumme commented
It is imperative that Administrators in QBO be able to export their company file; including all company data, transactions, memorized reports, recurring transactions, to their local computer and then have the ability to import that file if needed. The current function in QBO is unacceptable as one must have a prior version of QB and not all information is exported. Security is paramount and restoration of data after errors, corruption, or sabotage is essential to security. I will be recommending to my employer that we cancel QBO during our 60 day trial period and not use it until this critical feature is addressed.
As a consultant, I need to be able to make major changes without the fear of never being able to go back. The desktop version has that fail safe with the backup and restore. It is CRUCIAL for the online version to get something like that in order for me to be confident recommending it to clients.
If you see this make sure your accountant is aware of QBO inability to roll back to earlier backup date. If your employee accidently deletes a mass of data you are out of luck.
The ability to restore an account to a specific point in time. I was forced to disconnect a bank account and was afraid of losing lots of data entry. I simple restore point would have made me feel much more comfortable.
Christopher Amrine commented
In the activity of an Invoice or any transactions, there is a History page that shows every page. Is there any way to implement a "Restore" button for the line of "Activity".
The idea behind this type of Request will help those users that have to recreate a huge invoice all over again. Having a Restore point will benefits thousands.