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Level 1

How do I archive and have a copy my company books as it is closed, I'm using on line?

 
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Community Champion

How do I archive and have a copy my company books as it is closed, I'm using on line?

You can't. QB offers NO user backup of company files. You might find a bit of software from a third party that might do the trick but since you are already closed there would be no way for you to purchase such software through your out-of-business business except as a personal item for your own peace of mind.

 

Once you cancel your QBO subscription you get 365 days of reports only access to your data - no viewing of underlying transactions. But within that 365 days you can re-up and get actual data if needed.  All you can really do is export reports and history into excel now

 

You could try exporting to QBDesktop using a free trial but there are no guarantees that all your data will migrate - but that is one way to try to archive your closed company that won't cost you anything but time.

 

BTW, to Intuit - "archive" means to completely delete all traces of data, which is what they do on day 366. It is doubtful that the long arm of the IRS could gainaccess to something that is said to no longer exist

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QuickBooks Team

How do I archive and have a copy my company books as it is closed, I'm using on line?

You can export your data into an Excel file, pal3.

 

Unlike QuickBooks Desktop, we're unable to create a backup file of our company data in QuickBooks Online (QBO). Once you cancel your QBO account, you have up to one year to access it. After that, QuickBooks will automatically delete all your data.

 

Though, what john-pero shared will work, some data won't be exported. That is because of the export limitations due to the different product features and system requirements. You can read this guide about exporting and converting your QBO data to QuickBooks Desktop and creating a back up file.

 

If you want a file, I suggest exporting some data and reports into an Excel file, then save it on your desktop or flash drive. That way, you can have a soft copy of your company data for future use.

 

Here are the articles you can read about exporting data to Excel. It's best to export first your Balance Sheet and Profit and Loss report.

Reply below if you have more questions. Keep in mind that QuickBooks Community is always here for you.

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