We're glad you're considering to transition into QuickBooks Online (QBO), @BellFinance. To handle the historical data in your QuickBooks Desktop (QBDT), I'll share insights for this.
The View-only access mode allows you to view reports and also historical data but doesn't permit creating new entries. With this, you can still see your existing entries, but you won't be able to edit or add new ones.
Moreover, note that existing subscribers will not be affected by the stop-sell and will still be able to renew their subscriptions after September 30, 2024, to maintain full access to their QBDT software.
Furthermore, using a trial version of QBDT is also possible. If you download a trial version of QBDT and it expires, you can re-download it again. To avoid potential issues, refrain from registering your account to prevent being locked out.
You're not forgetting anything, @BellFinance. You can still access your historical data and reports with the two pieces of information I shared above.
On the other hand, reading these attached articles is recommended to have assistance once you're already utilizing QBO:
When managing more with your QBDT data or handling your transitioning to QBO, let us know if you need additional assistance. The Community forum is here for you.
