cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Jackie 7074
Level 1

Where can I see my historical data

Hi, I have used "Movemybooks" to migrate from Desktop to Quickbooks online. It all went smoothly but I'm a bit unsure where I view my historical data. I exported everything since I started using it in 2012 but only imported the last two financial years into QB's online. I can still log in to the old desktop version but I had a feeling that I would lose access to that at that end of June.

Its been a long day and I'm obviously missing something right under my nose, but can anyone point me in the right direction! Thanks

 

 

11 REPLIES 11
Fiat Lux - ASIA
Level 15

Where can I see my historical data

You can use Data Exporter tool later.

https://quickbooks.intuit.com/learn-support/en-uk/help-article/file-management/download-quickbooks-d...

 

If the process is inconvenient, you can ask MMB or another service provider to convert the remaining historical data to your QBO account after June 2023.

RCV
QuickBooks Team
QuickBooks Team

Where can I see my historical data

Hi there, Jackie 7074.

 

We'll need to back up your QuickBooks data using the data export tool before viewing your historical QuickBooks Desktop company file data. This application saves your company's data to your computer for safekeeping. However, we can't use the data export tool to transfer data from QuickBooks Desktop to QuickBooks Online. Follow these steps to download and save your data.

 

If you wish to download your data and move out of QuickBooks Desktop completely, just follow the steps below: 

 

  1. Back up your QuickBooks Desktop data.
  2. Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
  3. Download all your sales and purchase invoices. Just go to Preferences and remove the period end date.
  4. Check any spelling and notification of changes made before you start – this will let you print without having to confirm multiple times.
  5. Select the invoices for the year you want to download. You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder
  6. Then, download and save copies of all your bank statements.
  7. In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
  8. Finally, re-create or import your open transactions and adjust your open balances accordingly.

 

On the other hand, we have decided to end all QuickBooks Desktop services for our UK customers on June 30, 2023. This includes all QuickBooks Desktop Pro, Premier, and Enterprise editions. You can refer to this reference for more information about QuickBooks Desktop being discontinued for our UK customers.

 

Then, check out the following article on how to move to QuickBooks Online: QuickBooks Desktop discontinuation support hub. This will guide how to transfer your Desktop data and resolve any errors you'll possibly encounter.

 

Know that our door is open 24/7 in case you need further assistance with this. You can also mention me in the comment section below. This way, I'll be notified and can help you right away. Take care always.

Jackie 7074
Level 1

Where can I see my historical data

Sorry, maybe I haven't explained myself very well. I have used Movemybooks and exported all data, I have moved to Quickbooks Online where I can see (and only want to see!) the last two years. But my understanding is I can no longer log on to my old desktop QB's at the end of June as I pay for a monthly subscription. So my question is, how to I see my old data? Maybe I have misunderstood something along the line, I'm not the most technical person in the world, so what am I missing?!

GeorgiaC
QuickBooks Team

Where can I see my historical data

Hello Jackie 7074, you're right that QuickBooks Desktop will no longer be accessible after June 30th. Your Desktop data can, however, continue to be accessed using our Data Export Tool for seven years after this point. This tool is a solution created to display your old accounting data for compliance purposes (as QuickBooks Desktop isn't available in a read-only mode). It's important to note that the tool isn't a direct replacement of QuickBooks Desktop, and you can't run your business with it. 

 

The type of data that you can export using this includes default reports, existing customised/memorised reports, list information, addresses, and timer lists. However, there are some types of data that you can’t export. These include: memorised reports, download attachments to bills/invoices, print reports, save reports as pdf, add, edit, or delete transactions, open the company file as a non-admin user. 

 

To use the tool, you'll need to download a copy of your QuickBooks Desktop company file to your computer for safekeeping. Once downloaded, you can then upload the file using the Data Export Tool and the data will be displayed on your web browser. For privacy purposes, the tool features an 8 hour time limit for usage. Once this time limit expires, you'll have to re-upload your data file from your computer again. To view the full steps to download your data and access the Data Export Tool, click here. :)

Jackie 7074
Level 1

Where can I see my historical data

I feel like I'm going a little crazy here!

 

To use the tool, you'll need to download a copy of your QuickBooks Desktop company file to your computer for safekeeping. Once downloaded, you can then upload the file using the Data Export Tool and the data will be displayed on your web browser. For privacy purposes, the tool features an 8 hour time limit for usage. Once this time limit expires, you'll have to re-upload your data file from your computer again. To view the full steps to download your data and access the Data Export Tool, click here. :)

 

I have used movemybooks as you recommended, I have completed the whole process with them. If I now log into the movemybooks account it shows that account I created with movemybooks it shows that the status is finished.

I don't understand this part -Once downloaded, you can then upload the file using the Data Export Tool and the data will be displayed on your web browser

Where do I upload the file to?

GeorgiaC
QuickBooks Team

Where can I see my historical data

Hi Jackie 7074, we hope we can clear this up for you. Migration to QuickBooks Online and the Data Export Tool are separate ways to view your historical data. The Data Export Tool is free and available to all QuickBooks Desktop customers. It provides a temporary way to view the select data listed in the previous post (the company file is downloaded from QuickBooks Desktop onto your computer, and the tool can then be used to upload and view your file for 8 hour periods at a time).

 

Migration is the transfer of data onto a different software platform. When you completed the migration via MMB, did you purchase additional years, or did you migrate 2 years (the current and previous financial year)? 

Jackie 7074
Level 1

Where can I see my historical data

Hello Georgia,

I migrated 2 years worth of data to Quickbooks online, this looks fine. I used Movemybooks as the data export tool, and completed the process. but when I log into the account I set up with them all I can see is that my conversion is complete. Are you saying that I should be able to upload the company file into Movemybooks to look at it? I can't see any option to do that.

 

 

 

 

 

GeorgiaC
QuickBooks Team

Where can I see my historical data

Hi Jackie 7074, please note that the Data Export Tool and Movemybooks are separate. Movemybooks is our partnered migration provider who migrate data to QuickBooks Online and other accounting providers. The Data Export Tool is not a migration service, it is designed and provided by QuickBooks to allow customers to continue viewing their Desktop data following the discontinuation for compliance purposes. The data is uploaded to your web browser to be viewed in a read-only mode for 8-hour intervals - it is not uploaded to QuickBooks Online. If you've migrated 2 years of data and can see this in QuickBooks Online, you don't need to take any action. If you have more than 2 years of data in QuickBooks Desktop and want to refer to this in the future, you can download your QuickBooks Desktop company file to your computer and then use the Data Export Tool as and when needed in the future (for up to 7 years) to view this. Hope this helps. :) 

Jackie 7074
Level 1

Where can I see my historical data

Georgia thank you, I thought Movemybooks were the Data Export Tool, which I why I couldn't find what I was looking for. Can you attach a link with details on how to use the Data Export Tool please.

 

 

GeorgiaC
QuickBooks Team

Where can I see my historical data

Hi Jackie 7074, it's easy to see how these can be confused - you can see how to access the QuickBooks Desktop Data Export Tool on this link. We recommend bookmarking this on your web browser for easy access in the future. If you have any further questions, get back to us below. :)

Zephyr Serranogarcia
Level 2

Where can I see my historical data

You can still use Quickbooks Desktop after 30 June - here's how.

 

1. Disable Quickbooks Automatic Updates. Go to Task Manager and disable everything to do with Quickbooks - you don't need them if they are not supporting!

2. Restart your computer but do not open Quickbooks Desktop ... yet or any other applications.

3. Change the date on your system.. Click on the clock / date at the bottom right of your screen and go to Date and time settings. Untick "Set the time automatically" and change the date and time to 30 June 2023.

4. Open Quickbooks desktop and open a company file.

5. Change the date on your system back.. Click on the clock / date at the bottom right of your screen and go to Date and time settings. Untick "Set the time automatically" so the time reverts to the actual time.

 

You should be able to use Quickbooks desktop as normal. Bear in mind that Quickbooks will still think the date and time is how you set them earlier - but you can still enter transactions for any date.

Need to get in touch?

Contact us