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J
jstewart2425
May 16, 2023
Question

Accessing Historical Data

  • May 16, 2023
  • 1 reply
  • 40 views

My company is switching over from Quickbooks Desktop to a new ERP solution, and we have a ton of historical data (~20 years worth) that we are not going to be transferring over due to cost and complexity. Will we be able to still access our Quickbooks data in a read-only mode, or would we have to pay for a subscription to access this historical data? We are currently using Quickbooks Enterprise Solutions: Retail 22.0.

1 reply

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
May 16, 2023

Welcome to the Community space, @jstewart. We’re sorry to see you go but I'd be pleased to share details on what data you can still access and supports that aren't available in switching to other ERP solutions.

 

Yes. You still have access to your historical data from QuickBooks Desktop to the new ERP solution. The files are still intact even if the subscription is already expired.

 

However, your access to QuickBooks Desktop Payroll, Desktop Payments, live technical support, Online Backup, Online Banking, and other services through QuickBooks Desktop software will be discontinued. This also means you won't receive critical security updates protecting your data.

 

You can check out this article to learn about cancelation policies: QuickBooks Desktop cancelation policies. I'm also adding this link that provides general information on how to import or export info with QuickBooks Desktop: Import and export data in QuickBooks Desktop.

 

Please know that you can always count on me if you have additional questions about accessing your historical data. I want to make sure everything is answered. Keep safe.

M
Moaied Betamour
December 5, 2023

Hello,

 

I work for an organization that uses QB Online.  Couple of years ago someone was hired and that person ended up deleting records of payments, invoices, and in some cases deposit slips. 

 

Is there a way for me to recover a copy of the General Ledger (GL) as of certain points in time by providing the dates for which I want full copies of the GL? 

 

Thanking you in advance for your help with this matter.

 

Regards,

Moaied

 

L
LeizylMQuickBooks Team
QuickBooks Team
December 5, 2023

No, I do not have QB Desktop.  I only have QB online version.  The Audit Logs show that the records were deleted.  The issue is that not only were the payment/invoice records deleted, also the deposit slips that tied such payments were deleted. 


I understand the importance of recovering a copy of the General Ledger (GL) in QuickBooks Online (QBO).  Moaied . I'm here to share insight about this. 

 

If you're using a QBO Advanced, you have the option to restore the deleted transactions if you previously backup the data. However, if you use the regular QBO versions(Simple Start, Essentials, or Plus), you can use the Audit Log feature to review the deleted transactions and recreate them.

 

1. Navigate to the Gear icon. 

2. Choose Audit Log. In the Filter dropdown menu, pick the relevant user, date, and event(s).

3.  Click Apply. 

4. Find the deleted transaction. 

5. Click View under the History column.

6. All the information needed for the transaction can be found under the Event column.

7. Using the information from the Audit log, you can re-enter the transaction with its original transaction date.

 

I'm adding this article to help you learn more about what data can be imported inside the program: Common questions about importing data to QuickBooks Online.

 

You're always welcome to post again if you have further questions about restoring data in QBO. We're available to help you at any time.

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