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December 19, 2022

Data access

  • December 19, 2022
  • 2 replies
  • 0 views

I just found out that QB will not allow us to view our data if we do not have a current subscription (which is currently $649 a year). Has anyone had this experience? Does anyone know a way around this? Does that mean we loose access to the years of books that are on the program? Does anyone know a way around this?

Thanks!

    2 replies

    JenoP
    QuickBooks Team
    December 19, 2022

    Good day, Davidtaos.

     

    I'll share details with you what will happen when a QBO subscriptions ends.

     

    If you cancel your account during your free trial, you can still open and view your data until your next billing date. After that, you'll have read-only access to QuickBooks for one year. This will start from the date you cancel your subscription.


    For paid accounts, your data will be intact as a read-only file for one year. This lets you pick up where you left off if you decide to come back. During this time, the file will remain in a read-only state unless you choose to resubscribe or reactivate your subscription. We delete the data after one year.

     

    Let me share this article for additional details about this: Cancel Your QuickBooks Online Subscription or Trial.


    You'll want to export your data out of QBO so you can keep a copy of it. Here's how:

     

    1. Click the Gear icon and select Export data
    2. Proceed to the List or Reports tab, then select what reports or lists you want to export by toggling the slider.
    3. Click Export.

     

     

    You can read more details about this here: Export Data Out of QuickBooks Online.

     

    Additional references about saving your data out of QBO are discussed here:

     


    Let me know if that answers your question about keeping access to your account. We're always here to help if you have more questions for us. 

    DavidtaosAuthor
    December 20, 2022

    Is this true for both additions, online and desktop?

    I did not think that the desktop version stored data online. That is why it doesn't make sense to not make the file read only forever. Here is an example..... If I sell an item with a 5-10 year warranty, the last year of my business, how will I be able to find the information that I would need to process the warranty? This is just one example of a big problem with only one year of access. It feels like QB is only into making money at every cost and no loyalty to its loyal customers. Pretty much extortion! I wonder how most QB user feel about this, and do they even know this? It is not something that QB advertises and until 2022 it wasn't like that. For the record I am against this policy.

    December 20, 2022

    Thank you for your prompt reply, @Davidtaos.

     

    My colleague is correct about having a year to get read-only access to your data after cancellation in QuickBooks Online (QBO). On the other hand, QuickBooks Desktop (QBDT) users will no longer be able to access their data once their subscription expires.

     

    I understand how this can be beneficial to your business. In this, I recommend you export your data from your company file to get a copy of them. Otherwise, QuickBooks Online will delete all your company data after a year of cancelation.

     

    Here’s how you can export them:

     

    1. Select the Gear icon from the toolbar.
    2. Under Tools, select Export Data.
    3. On the Reports tab, set the date range.
    4. Add or remove items from the Reports and Lists tabs by toggling the slider.
    5. Select Export to Excel.

     

    Moreover, you can check out this article to know what data you can export from QBO: Export reports, lists, and other data from QuickBooks Online.

     

    Once you decided to re-subscribe to the product, you can import them back. Also, please consider the following when importing them: Import Data to QuickBooks Online.

     

    Additionally, here's how you can export files from your QuickBooks Desktop. Perhaps you have noticed that the article is listed in the USA section. The specifics and procedures nonetheless remain relevant: Import and export data in QuickBooks Desktop.

     

    If you have more concerns about accessing your data, please don’t hesitate to post them here. Have a good one!

    DavidtaosAuthor
    December 21, 2022

    I might have found a way. Go to reports, to lists, click on which list you want and arrange and customize to get everything you want, then to excel and create. You then have a file that you can view and possibly import into something else? I'm still working on the rest but will update as I find more info on how to get away from QB. I am looking at (manager.io) which is free and also AccountEdge Pro which is about $700 and similar to QB interface. And you do have lifetime access to all of your data and you don't have to pay a yearly subscription fee to do so.