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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
psmith2504
Level 1

If closing your quick book account how do you download all account information?

End of year accounts that needs to be kept
1 REPLY 1
MadelynC
Moderator

If closing your quick book account how do you download all account information?

Downloading all your account information is just a few clicks, @psmith2504. I’m here to help you with the process.


You can run the Account List report and export it to Excel so you can download all your account information.


Here’s how:

 

  1. Navigate to Accounting menu.
  2. Select Chart of Accounts.
  3. Press Run Report.
  4. Select the Export icon.
    Capture.PNG


You can use this article to learn more about downloading your data: Export data, reports, lists, and more from QuickBooks Online. It also includes steps for transactions and attachments.


Moreover, here's a guide that contains information on how QuickBooks Online stores your data after the date of cancelation: What happens to my QuickBooks Online data after I cancel?


Don’t hesitate to tap the Reply button below if you need further assistance with managing your data. I’ll be here to help. Take care always!

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