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mfrievalt
Level 1

I am closing one company and opening a new company, how can I still access the old company records but start the new company?

 
2 Comments 2
JanbonN
QuickBooks Team

I am closing one company and opening a new company, how can I still access the old company records but start the new company?

Hello there, mf. I'm here to answer your company query in QuickBooks Online (QBO).

 

You can access your old company using the same credential since once the account is canceled or closed, you'll have read-only access within 365 days. After that, your data will be deleted by the system. That said, it's best to export your data before canceling to have a copy of the data you need for the future.

 

Here's how:

 

  1. Go to the Gear icon and select Export data.
  2. On the Reports tab, choose the date range. Then, toggle the reports you want to export.
  3. On the Lists tab, toggle the lists you want to export.
  4. Once done, click Export to Excel.Export.png

 

Please refer to this article for more details: Export reports, lists, and other data from QuickBooks Online.

 

Also, please note that one company is for one subscription only. After exporting the data and canceling your subscription, you can open a new company by subscribing to a new plan. You can use the same credentials for your old company so you can

 

Additionally, you can refer to this article to begin your journey: Get started and adjust settings after you sign up for QuickBooks Online.

 

Let us know if you have other concerns about managing your company in QBO. We're here to help you in any way we can.

Deity Alpha
Level 7

I am closing one company and opening a new company, how can I still access the old company records but start the new company?

@mfrievalt 

Another option, convert your data to QB Desktop file format and use the trial version to access your historical data for good.

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