Hello, Michael. You can manually export your reports and list to back up your company data in QuickBooks Essentials. Let's go over the steps to retain financial details and pass them on to your new subscription.
Online and manual backup is only available in the Advanced version. If you need to keep a copy of your data, consider accomplishing this before downgrading. Otherwise, export your reports and lists as Excel files in one zip file.
Here's how:
- Go to the Gear icon and select Export data in the TOOLS column.
- In the Reports tab, set the date from the Pre-selected date ranges ▼ dropdown.
- Add or remove items from the Reports and Lists tabs by turning the switch on or off.
- Click Export to Excel, then OK.
For instructions on transferring non-posting transactions and other information, refer to this article: Export your QuickBooks Online data.
Additionally, you can use third-party apps to back up your data in QuickBooks Online. To do so, go to the Apps menu and select Find apps to browse accordingly.
Moreover, check out this material to assist you in bringing the data in order: Common questions about importing data to QuickBooks Online.
Furthermore, import journal entries for a seamless transition to the new version while keeping historical data intact.
Please comment below if you need more help moving the company data from one QuickBooks plan to another. We'll be here to lend a hand.
