We are planning to activate a 3rd party integration. How can we snapshot all QBO data and potentially restore if anything goes wrong?

I know a way to accomplish that, @thomas48.

You can export all your lists and reports into individual Excel files to keep them intact before integrating an application. Here are the steps to do it:

1. Within your QuickBooks Online account, click the Gear icon.
2. Under Tools, select Export data.
3. Go to the Lists or Reports tab and set the date range.
4. Add or remove items from the Reports and Lists tabs by toggling the slider.
5. Select Export to Excel.
   

This article will guide you through the whole process: Export data, reports, lists, and more from QuickBooks Online. It also includes instructions for non-posting transactions and attachments.

If there’s anything wrong happens after the said integration, you can manually delete the entries or utilize a Deleter tool to streamline the process. Then, use the Import feature to restore your QuickBooks data.

Drop me a line if you have any further questions or concerns about your managing company files. I’ll be happy to assist you. Have a great day!

@thomas48 

Use a backup restore app

https://partnerwithus.rewind.com/quickbooks